What Accounting Partners does

Accounting Partners, Inc. is a privately held, founder-owned outsourced accounting firm headquartered in Duluth, Georgia, that has operated continuously since its founding in June 1996 by Jay Orzech and Paul Romig, Jr. The firm provides customized accounting, payroll, tax, and consulting outsourcing services to small and medium-sized businesses (SMBs) and individual taxpayers, primarily in the greater Atlanta metropolitan area (Duluth, Johns Creek, Roswell, Alpharetta, Sandy Springs) while delivering tax preparation and payroll services across all 50 states. Its client base spans consulting firms, non-profits, manufacturers, distributors, associations, international businesses, medical offices, real-estate companies, and multi-state businesses, with the firm positioning itself as a complete outsourced accounting department for clients that cannot justify full-time in-house accounting staff.

The firm's service portfolio comprises eight categories: outsourced accounting (its flagship), small business start-up services, traditional accounting services, tax preparation and planning, payroll processing, Network Services (referral-based benefits, retirement, and insurance), and specialized QuickBooks and NetSuite consulting. Operationally, Accounting Partners works directly on clients' existing QuickBooks or NetSuite data files—via remote access or by housing client data on its own server—to deliver real-time financial and management reports with 24/7 client access, rather than requiring clients to migrate systems or wait for month-end closing. Staff hold QuickBooks ProAdvisor designations, and both co-founders have CFO/Controllership experience acting in those capacities for clients.

Accounting Partners generates revenue through professional service fees billed on engagement or recurring monthly bases, with pricing quote-based and not publicly disclosed. Revenue streams include outsourced accounting (recurring), tax preparation (per engagement), payroll processing (per payroll period), start-up consulting, and affiliate referral fees from Network Services partners. The firm employs a sales-led go-to-market motion combining organic search and SEO, content marketing via its blog, customer testimonials and reviews (Trustindex/Grade.us), and direct phone-based outreach. The company remains privately held with no external investors, no parent company, no funding rounds, and no acquisitions or divestitures on record.

Name

Accounting Partners

Legal name

Accounting Partners, Inc.

Website

https://accountingpartnersusa.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Accounting Partners is a privately held, outsourced accounting firm in Duluth, Georgia, founded in 1996. It serves small and medium-sized businesses and individual taxpayers with custom accounting, payroll, tax, QuickBooks/NetSuite consulting, and CFO services across the Atlanta metro area and all 50 states.

Ownership category

akta.pro rank

Product category

Outsourced Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Accounts Receivable (Invoicing, Cash Application, Deductions) (BPAAAGAB)

Keywords

• Outsourced accounting services
• Small business bookkeeping
• Tax preparation services
• Payroll processing services
• QuickBooks consulting

Headquarters

HQ city

Duluth

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced Accounting Services: Full or partial outsourcing of accounting functions, including financial statement preparation, compilation services, budget formulation, Controller/CFO for hire, fixed asset administration, bank reconciliations, AR/AP, billing, and collections. Revenue is generated through professional service fees, likely billed on a recurring monthly or project basis.
2. Tax Preparation and Planning Services: Preparation and filing of business and individual income tax returns across all 50 states. Services include prior-year return reviews, tax planning, e-filing, sales tax compliance, and property tax reports. Revenue generated through professional service fees per return or engagement.
3. Payroll Processing Services: Outsourced payroll processing using QuickBooks data or as a standalone service, covering all 50 states with direct deposit options. Revenue generated through per-payroll processing fees.
4. Small Business Start-Up Consulting: Start-up consulting services including entity selection, tax ID services, accounting software selection and implementation, and notary public services. Revenue generated through consulting engagement fees.
5. Network Services: Employee benefits coordination, retirement planning, insurance referrals, and legal services referrals. Revenue generated through referral arrangements with partner providers.
6. QuickBooks and NetSuite Consulting: QuickBooks setup, cleanup, consulting, training, troubleshooting, and NetSuite implementation, best practices, and training services. Revenue generated through consulting engagement fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Accounting Partners, Inc. is an outsourced accounting firm that provides customized accounting, payroll, tax, and consulting services to small and mid-sized businesses. The firm operates as a virtual accounting department by remotely accessing clients' existing QuickBooks or NetSuite data files to produce financial and management reports. Services are delivered under a unified engagement covering bookkeeping, payroll, business and individual tax preparation, CFO/Controller-for-hire, and start-up consulting across all 50 states.

Product overview

Accounting Partners is an outsourced accounting firm offering a unified portfolio of professional services centered on accounting, tax, and payroll outsourcing. The core offering is the Outsourcing Services platform, which connects to client QuickBooks or NetSuite data files to provide complete financial management. This is complemented by Small Business Services (start-up consulting, entity selection, software implementation), Accounting Services (financial statements, compilation, budgeting, Controller/CFO for hire), Tax Services (preparation, planning, compliance), Payroll Services (QuickBooks-based or standalone processing), and Network Services (benefits, retirement, insurance referrals). QuickBooks and NetSuite Services are specialized add-on modules providing certified consulting, training, and implementation for these platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourcing Services Flagship service where businesses outsource entire accounting functions or specific components (AP, AR, bank reconciliations, property tax, sales tax compliance, payroll, billing, collections, depreciation) by remotely accessing clients' QuickBooks or NetSuite data files; positioned as a virtual accounting department for SMBs.
• Small Business Services Comprehensive advisory services for new and small businesses, including start-up consulting, entity selection (Corporations, S-Corps, LLCs, Partnerships), tax ID services, accounting software selection and implementation, and notary public services in Georgia.
• Accounting Services Full outsourced accounting department including financial statement preparation, compilation services, budget formulation, Controller/CFO for hire, fixed asset administration, bank reconciliations, accounts receivable/payable, billing, and collections.
• Tax Services Business and individual income tax preparation for all entity types in all 50 states, including prior-year return reviews, tax planning, e-filing, sales tax compliance and reporting, and property tax reports.
• Payroll Services Outsourced payroll processing using QuickBooks data or standalone direct deposit, keeping salary, wage, tax, benefits and hours worked within the accounting system for payroll and job costing reporting; available in all 50 states.
• Network Services Referral-based services including employee benefits administration, retirement planning and investment management, insurance, IRAs, 401Ks, SEP and SIMPLE plans, health insurance quotes, and legal services referrals coordinated by the firm.
• QuickBooks Services QuickBooks ProAdvisor services including setup and cleanup, consulting, and personalized training at client offices or remotely using client-specific data; troubleshooting for QuickBooks software and reports.
• NetSuite Services NetSuite consultant solutions provider offering implementation, best practices guidance, end-user training, and scalable outsourcing support to maximize return on NetSuite investment.

Quantifiable outcome

• MediPurpose grew from scratch to $10 million in revenue while outsourcing accounting to API
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered minor.

• Burnette InsuranceminorOthersBurnette Insurance is described as an independent insurance agency representing a wide variety of carriers. They specialize in auto, home, life, property and casualty, workers' compensation, and individual health insurance. The firm is located in Suwanee, GA. This is a referral relationship where Accounting Partners refers its small business clients to Burnette Insurance for insurance needs.
• Professional Benefits Consultants (PBC)minorOthersProfessional Benefits Consultants (PBC) provides employee benefits consulting services, analyzing plan trends and cost drivers, and blending traditional employer solutions with consumer-based health and wellness tools. Located in Roswell, GA. Accounting Partners refers clients to PBC for employee benefits advisory services.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA: BDO USA is a major national accounting and professional services firm offering audit, tax, advisory, and outsourced accounting services. While it serves a much broader and larger client base than API, its outsourced accounting practice targets SMB and mid-market clients with comparable needs.
• RSM US: RSM US is a large national accounting firm providing audit, tax, and consulting services with a significant middle-market focus. Its outsourced accounting and CFO advisory offerings compete with API at the upper end of API's client size range, while also serving much larger enterprises.

Direct peers

• AccountingDepartment.com: AccountingDepartment.com provides outsourced accounting department services to small and mid-sized businesses, including bookkeeping, controller-level reporting, payroll, and CFO services. It is a direct competitor to API's flagship full-function outsourced accounting model.
• Pilot: Pilot provides bookkeeping, accounting, and CFO services primarily to startups and small businesses. Like Accounting Partners, it offers outsourced accounting with software (QuickBooks, Xero) integration and CFO-level support, making it a close comparable in the SMB outsourced accounting category.
• Ignite Spot Accounting Services: Ignite Spot offers outsourced bookkeeping, accounting, payroll, and tax services to SMBs across the U.S. It competes directly with Accounting Partners in the same outsourced accounting-for-small-business category, including multi-state service delivery.
• Bench: Bench is a tech-enabled outsourced bookkeeping service for small businesses, pairing software automation with a dedicated team of bookkeepers. It directly competes with Accounting Partners in serving SMBs that want to outsource their books, though Bench emphasizes software-first delivery while API emphasizes CPA-led, multi-service depth.
• Bookkeeper.com: Bookkeeper.com is an outsourced bookkeeping and accounting firm serving small businesses with monthly bookkeeping, payroll, and tax services. It directly competes with API for cost-conscious SMB clients seeking bundled accounting and payroll outsourcing.
• Merritt Bookkeeping: Merritt Bookkeeping provides low-cost outsourced bookkeeping for small businesses, emphasizing software-driven efficiency and flat monthly pricing. It competes with API for the price-sensitive SMB segment, though with a more limited advisory scope.
• Kruze Consulting: Kruze Consulting is a CPA firm specializing in accounting, tax, and CFO services for startups and venture-backed companies. Its service mix — bookkeeping, payroll, tax, CFO advisory — closely mirrors Accounting Partners' SMB offering, with a heavier tilt toward venture-funded startups.

Emerging players

• Botkeeper: Botkeeper combines AI-driven automation with human accountants to deliver outsourced bookkeeping at scale for SMBs and accounting firms. It represents an emerging, technology-first competitor to traditional outsourced accounting firms like Accounting Partners in the SMB bookkeeping category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks3 records

Key highlights7 records

Customer concentration

• Xx.com/acctpartners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Accounting Partners