What Tope CPA Firm does

Tope CPA Firm LLC is a privately held, Ohio-based professional accounting and tax services firm structured as an LLC and headquartered at 5770 Gateway Blvd., Suite 204 in Mason, Ohio. The firm has been in continuous operation for over 30 years and serves two customer segments — individual/personal clients and small-to-medium-sized business clients — across tax, accounting, payroll, and advisory service lines.

The firm's service portfolio spans three integrated lines. Tax Services cover preparation, planning, and resolution including non-filed returns, payroll problems, IRS audits, back taxes, liens, wage garnishment, and payment plans for both personal and business clients. Professional Services include accounting, payroll processing, part-time CFO services, new business formation, bankruptcy services, cash flow management, and business financing guidance. QuickBooks Services provide software setup, training, and ongoing "QuickAnswers" support, indicating a recognized ProAdvisor-type relationship with Intuit. The underlying technology stack is intentionally lean: Intuit QuickBooks for accounting workflows, a SecureFilePro-based client portal (topecpa.securefilepro.com) for document exchange, a WordPress marketing website, and a Facebook page for engagement. No proprietary platform, mobile application, API surface, or AI-driven tooling is described.

The revenue model is a traditional professional services model with fees quoted per engagement or on an ongoing/recurring basis for continuing clients. Pricing is not publicly disclosed and requires an initial consultation. Go-to-market is sales-led and relationship-driven, with new clients sourced primarily through word-of-mouth referrals and the firm's established Ohio community presence. The firm operates as a single-location regional provider; there is no evidence of multi-office operations, institutional investor backing, M&A activity, or expansion into adjacent geographies. Ownership is not publicly disclosed.

Name

Tope CPA Firm

Legal name

Tope CPA Firm LLC

Website

https://topecpa.com

Company type

Private

Operating status

Operating

Short description

Tope CPA Firm LLC is a privately-held Ohio-based CPA firm in Mason providing tax preparation, accounting, payroll, CFO, and QuickBooks support services to individuals and small-to-medium-sized businesses across Ohio through a single regional office.

Ownership category

akta.pro rank

Headquarters

HQ city

Mason

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 Accounting Services: Revenue generated from providing professional accounting, tax preparation, and financial services to individuals and businesses. Services include tax preparation, tax planning, accounting, payroll processing, CFO services, and business formation assistance. Fees are likely quoted per engagement or on a recurring basis for ongoing clients.
2. Tax Services: Tax preparation, planning, and resolution services for both personal and business clients, including handling of tax issues such as IRS audits, back taxes, liens, and wage garnishment matters.
3. QuickBooks Services: QuickBooks setup, training, and support services to help businesses implement and use accounting software correctly.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Tope CPA Firm LLC is a professional accounting firm offering tax preparation, tax planning, and tax issue resolution for individuals and businesses, along with full-service business accounting including payroll, part-time CFO services, new business formation, cash flow management, and business financing guidance. The firm also provides QuickBooks setup, training, and ongoing support, delivering services directly to clients via in-person consultations, phone, and a secure client portal.

Product overview

Tope CPA Firm LLC is a professional accounting firm offering a unified suite of accounting and tax services. The firm provides three integrated service lines: Tax Services (business and personal tax preparation, planning, and issue resolution), Professional Services (accounting, payroll, part-time CFO, business formation, bankruptcy, cash flow management, and financing), and QuickBooks Services (setup, training, and support). The firm also operates a Client Portal for secure document exchange. All services are delivered through experienced staff with over 30 years of combined experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core and minor.

• QuickBooks (Intuit)coreTechnology or IntegrationTope CPA Firm offers QuickBooks setup, training, and support services. The firm is a QuickBooks ProAdvisor or certified provider helping clients implement and use QuickBooks accounting software effectively. The Intuit/QuickBooks logo appears on their website indicating an established partnership.
• Ohio Society of CPAs (OSCPA)minorOthersTope CPA Firm maintains membership in the Ohio Society of Certified Public Accountants, as evidenced by the OSCPA logo displayed on their website. OSCPA provides professional resources, continuing education, and advocacy for CPAs in Ohio.

Scale indicators1 record

Recent moves4 records

Emerging players

• Bench: Digital-first bookkeeping service for SMBs offering automated accounting, tax-ready financials, and access to bookkeepers via a software platform. Targets the same SMB segment as Tope but with a tech-enabled, lower-touch subscription delivery model.
• Pilot: Specialized bookkeeping, accounting, and CFO services for SMBs (especially e-commerce and venture-backed companies). Competes for SMB accounting and advisory wallet share with a tech-forward, subscription-based delivery model.
• Botkeeper: AI-powered bookkeeping service combining automated software with human accountants, targeting SMBs and accounting firms. Represents the technology-enabled threat to traditional CPA service delivery models and could disintermediate firms like Tope on routine bookkeeping work.

Broad incumbents

• H&R Block: National tax preparation and financial services chain offering tax filing, bookkeeping, and advisory services to individuals and SMBs. Competes with Tope for individual and small business tax clients, but at much larger scale with retail-office presence across the U.S.
• Jackson Hewitt: National tax preparation franchise chain serving individuals and small businesses with tax filing and related services. Operates at much larger scale than Tope with a retail-office model and competes directly for the same individual and small business tax clients.

Others

• Xero: Cloud accounting software platform for SMBs with an advisor/partner program. Provides the infrastructure that competing CPA firms and bookkeepers use to deliver services, while also enabling Xero's own ecosystem of partner firms to compete with traditional CPAs like Tope.

Direct peers

• 1-800Accountant: Virtual accounting and tax services firm targeting SMBs and individuals with an online delivery model. Provides a similar service mix (tax, accounting, advisory, payroll) as Tope, but with nationwide reach and a digital-first delivery model.
• QuickBooks Live (Intuit): Intuit's own virtual bookkeeping and accounting service connecting SMB clients with QuickBooks-certified bookkeepers. Directly competes with Tope's QuickBooks setup, training, and ongoing support services, leveraging Intuit's brand, software ecosystem, and pricing scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/topecpafirm

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 Tope CPA Firm