Jackson, Doerksen & McPeters

What Jackson, Doerksen & McPeters does

Jackson, Doerksen & McPeters, LLC. is a Denver-based boutique CPA firm founded in 1991 by Ken Jackson to provide one-on-one accounting and financial planning services. The firm operates from a single office at 425 South Cherry Street, Suite 500, Denver, CO 80246, with a small team of three partners (Linda L. Doerksen, Heidi McPeters, Todd Nishihira) and three staff accountants, supported by seasonal and contract capacity. Service offerings span tax planning, preparation, and IRS representation; accounting and bookkeeping (general ledger, financial statements, payroll, accounting system setup); financial and retirement planning, estate planning, and business succession consulting; and review and compilation engagements. The firm serves individuals and families, closely-held small and medium-sized businesses, estates and trusts, and not-for-profit organizations, with demonstrated multi-state capability for tenant portfolios and K-1 reporting.

The firm's revenue model is straightforward professional services billing, using hourly and retainer-based pricing with upfront estimates; no productized pricing or subscription tiers are disclosed. Go-to-market is sales-led and referral-driven, supplemented by content marketing through newsletters, a professional website, and free financial calculators. Service delivery is hybrid: in-person consultations in Denver combined with secure video meetings and a ShareFile digital document portal for remote and nationwide clients. The underlying technology stack is conventional — industry-standard accounting software (QuickBooks, with Linda Doerksen as a Certified QuickBooks ProAdvisor) plus a ShareFile portal and CPA Charge for invoice payment — with no proprietary platform, integrations, or AI/ML capabilities disclosed.

Ownership is private and partner-managed: three equity partners hold the firm, with no external institutional investors, PE/VC backing, or parent company affiliation. The firm has no funding history, no subsidiaries, no M&A activity, and no public market presence. Operating scale is deliberately small (under 10 professionals), and the strategic posture emphasizes long-term client relationships, year-round proactive tax planning, and personalized service over headcount or geographic expansion. The principal growth lever has been organic — partner promotions in 2010, 2015, and 2022, and incremental staff additions in 2018, 2021, and 2022 — rather than acquisitive or venture-backed expansion.

Name

Jackson, Doerksen & McPeters

Legal name

Jackson, Doerksen & McPeters, LLC.

Website

https://kljpc.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

Jackson, Doerksen & McPeters is a boutique Denver CPA firm founded in 1991, serving individuals, families, and closely-held businesses with tax, accounting, financial advisory, and review/compilation services through a six-professional partner-led team.

Ownership category

akta.pro rank

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Tax Services: Tax planning, preparation, and IRS representation for individuals and businesses including corporations, partnerships, LLCs, estates, trusts, and not-for-profit organizations. Offered year-round with proactive approach to minimize tax liabilities.
2. Accounting and Bookkeeping Services: Full range of accounting services including general ledger preparation, financial statements, bookkeeping, payroll services, and accounting system setup. Provided on monthly, quarterly, or annual basis.
3. Financial Advisory Services: Financial planning, retirement planning, estate planning, business succession planning, cash flow analysis, and business entity selection consulting services.
4. Review and Compilation Services: Financial reporting services providing review (limited assurance) and compilation (internal use) services for businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Jackson, Doerksen & McPeters, LLC. is a full-service boutique accounting firm in Denver, Colorado offering year-round tax planning, preparation, and IRS representation, accounting and bookkeeping, financial advisory, and review and compilation services. The firm serves individuals, families, closely-held businesses, not-for-profits, estates, and trusts with a proactive approach to minimize tax liabilities.

Product overview

Jackson, Doerksen & McPeters, LLC. is a full-service accounting firm offering a comprehensive suite of financial, accounting, and tax services. The firm provides tax planning and preparation, IRS representation, estate and trust tax preparation, accounting services (bookkeeping, financial statements, reviews, compilations), business consulting (succession planning, business entity selection, buying/selling a business), and financial planning (retirement, cash flow analysis). Additionally, the firm offers QuickBooks training and support through its Certified QuickBooks ProAdvisor, along with a set of online financial calculators for client use. Services are delivered through a small boutique model providing personalized attention.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services
• Accounting and Bookkeeping Services
• Financial Advisory Services
• Review and Compilation Services

Quantifiable outcome

• Long-term client relationships spanning 15+ years
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Bench (by Empire): Online bookkeeping and tax service platform combining software with dedicated accountants for SMBs. Competes for the same small business bookkeeping and basic tax prep services that Jackson, Doerksen & McPeters provides.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services firm targeting startups and small businesses. Represents the digital-native category of competitor threatening the bookkeeping/tax side of a traditional boutique CPA.

Broad incumbents

• KPMG US: Big Four accounting firm with a Denver office providing tax, audit, and advisory services. Competes for the upper end of the closely-held business and high-net-worth client pool that Jackson, Doerksen & McPeters also serves.
• Plante Moran: Large US accounting and advisory firm with a presence serving closely-held businesses and individuals on tax and accounting matters. Broad incumbent in the same professional services category.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm with a Denver office offering full-service tax, audit, advisory, and wealth management to businesses and individuals. A scaled, full-service competitor operating broadly in the same space.
• Deloitte Tax LLP: Big Four tax practice that competes for higher-end tax, succession, and IRS representation engagements in the Denver market — the same niche where Jackson, Doerksen & McPeters' Deloitte-trained partner operates.
• Eide Bailly LLP: Top-25 US accounting firm with a Denver presence delivering tax, audit, and advisory services to closely-held businesses. A larger regional incumbent overlapping the same SMB and HNW client segments.

Direct peers

• Ehrhardt Keefe Steiner & Hottman PC: Denver-based regional CPA firm offering tax, audit, and advisory services to closely-held businesses and individuals. Comparable service mix and Denver market presence, though larger in scale.
• Anton Collins Mitchell LLP: Denver-based boutique CPA and advisory firm of comparable size serving closely-held businesses and individuals with tax, accounting, and advisory services. Direct competitor in the same local boutique market segment.
• RubinBrown LLP: Denver-headquartered CPA and advisory firm providing tax, accounting, and business consulting to closely-held businesses and high-net-worth individuals. Overlapping service portfolio and target client base, though substantially larger.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jackson, Doerksen & McPeters