AccountAid

What AccountAid does

AccountAid, Inc. is a privately held professional services firm headquartered at 3032 Bent Tree Ln in Bedford, Texas, serving individuals and small to mid-sized businesses across the Dallas/Fort Worth Metroplex. The firm originated as a family-run bookkeeping and tax preparation operation in the late 1980s and was incorporated in 2000 under second-generation ownership. It remains family-owned with no disclosed institutional investors or parent entity.

The company delivers a portfolio of in-person and remote professional services, including corporate and partnership tax preparation (covering income, franchise, payroll, and sales tax), individual income tax filing, full-service bookkeeping, payroll processing (including 940/941 filings and year-end W-2/1099 processing), incorporation services (LLC, S-corp, C-corp, partnership formation), on-site financial systems consulting, and QuickBooks training. All consultants are credentialed QuickBooks ProAdvisors proficient in both online and desktop versions of the platform; QuickBooks serves as the core technology backbone alongside PayPal and credit card processing for client payments.

AccountAid operates a quote-based pricing model for its core tax, bookkeeping, and consulting engagements, with tiered add-on service packages (Basic $10, Gold $20, Platinum $30) available for plugin and ancillary payments. Distribution is direct via three delivery modes — on-site at client locations, remote from the Bedford office, and in-house at the company location. Marketing is limited to the company website and a newsletter subscription. The firm has no proprietary software, no mobile app, no public APIs, and no disclosed AI capabilities. Revenue, headcount, and customer counts are not publicly disclosed.

Name

AccountAid

Legal name

AccountAid, Inc.

Website

https://account-aid.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1–10 employees

Short description

AccountAid, Inc. is a privately held Bedford, Texas-based bookkeeping, tax preparation, and consulting firm serving individuals and small to mid-sized businesses across the Dallas/Fort Worth Metroplex, with all consultants certified as QuickBooks ProAdvisors.

Ownership category

akta.pro rank

Headquarters

HQ city

Bedford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Tax Preparation: Tax consultation and preparation services for individuals, partnerships, and corporations including income tax, franchise tax, payroll tax, and sales tax filings. Revenue generated through service fees for tax return preparation.
2. Professional Services - Bookkeeping: Full-service bookkeeping including payroll processing, reconciliation, and financial report generation. Services can be delivered on-site, remotely, or in-house at client offices.
3. Consulting Services: On-site consulting on financial systems, including one-time evaluations, regular reviews, and staff fraud assessments. Also includes business growth and development advisory.
4. Training Services: QuickBooks training provided by experienced ProAdvisors. One-on-one and group training sessions for individuals or businesses. Also includes tax consultation and return review services for self-employed individuals.
5. Incorporation Services: Assistance with entity formation including corporations, S-corporations, LLCs, and partnerships. Includes consultation on advantages/disadvantages and management of paperwork.
6. Payroll Processing: Full-service payroll including quarterly and annual return filings (940, 941, UI) and year-end processing of 1099s and W-2s. Also offers standalone return filing for those who handle their own payroll.
7. Service Tiers (Plugin/Add-on Payments): Tiered service payment structure with Basic ($10), Gold ($20), and Platinum ($30) tiers for plugin or additional services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

AccountAid provides professional tax preparation and full-service bookkeeping to small and mid-sized businesses and individuals in the Dallas/Fort Worth Metroplex. Services include corporate and partnership tax filings, individual income tax preparation, payroll processing, financial consulting, QuickBooks training, and entity incorporation, delivered on-site, remotely, or in-house by QuickBooks ProAdvisors.

Product overview

AccountAid is a bookkeeping and tax preparation firm serving small to mid-sized businesses and individuals in the Dallas/Fort Worth Metroplex. The company operates as a service-based business rather than a software product company, offering a portfolio of professional services including Corporate & Partnership Tax Preparation, Incorporation Services, Consulting, Bookkeeping, QuickBooks Training, and Payroll Tax Services for businesses, as well as Individual Income Tax Preparation and Self-Employed Training for individual clients. Services are delivered by QuickBooks ProAdvisors certified consultants who can work remotely or on-site. The company also offers tiered service packages (Basic, Gold, Platinum) for recurring client payments.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate & Partnership Tax Preparation Tax filing services for all types of for-profit business entities including C-corporations, S-corporations, and partnerships, handling income tax, franchise tax, payroll tax, and sales tax filings.
• Incorporation Services Entity formation assistance including explaining advantages and disadvantages of corporations, S-corporations, LLCs, and partnerships, and managing all paperwork for company setup.
• Consulting Services On-site consulting on financial systems including one-time evaluations, regular reviews, reconciliation of company books, fraud prevention assessments, and protocol improvements.
• Bookkeeping Services Full-service bookkeeping including payroll processing, financial report creation, and hands-on assistance for businesses that handle their own bookkeeping.
• QuickBooks Training Training services provided by QuickBooks ProAdvisors including one-on-one training, regular oversight, software review, and report generation assistance for QuickBooks users.
• Payroll Tax Services Full-service payroll including quarterly and annual return filings (940, 941, UI), and processing year-end 1099s and W-2s.
• Individual Income Tax Preparation Federal and local tax filing services for individuals, ensuring accurate returns with consultation to help clients navigate their returns.
• Self-Employed Training & Consulting Consultation services for self-employed individuals and new business owners covering tax impact, expense tracking, record-keeping, and accounting software setup.
• Tax Return Review Free review service for self-prepared tax returns, with additional charges for any amendments needed.
• Service Tiers (Basic, Gold, Platinum) Tiered service packages for plugin or tax service payments: Basic Service ($10), Gold Service ($20), Platinum Service ($30).

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

One partnership is on record.

• Intuit (QuickBooks)coreTechnology or IntegrationAccountAid operates as a QuickBooks ProAdvisory firm, with all consultants being QuickBooks ProAdvisors proficient in both online and desktop versions. This partnership enables the company to provide bookkeeping, training, and consulting services for QuickBooks users. The ProAdvisor status indicates formal certification and partnership with Intuit, the maker of QuickBooks.

Scale indicators1 record

Recent moves3 records

Market position

Weaknesses1 record

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/accountaid-incorporated

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 AccountAid