Abacus CPA
Abacus CPA is a small Atlanta-based certified public accounting firm providing tax preparation, consulting, audit, and outsourced accounting services to individuals, small-to-medium businesses, non-profits, and government contractors, with offices in Atlanta, Boston, and Detroit.
- Company typePrivate
- Founded2017
- HeadquartersAtlanta, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Abacus CPA does
Abacus CPA, LLC is a privately held certified public accounting firm headquartered in Atlanta, Georgia, founded in 2017 by Irene Borum, a former CFO of The Fulton-DeKalb Hospital Authority with 25+ years of corporate finance experience. The firm offers three core service lines — Tax Services (preparation, planning, and resolution for individuals and businesses), Consulting Services (fractional CFO/controller work, financial strategic planning, business formation, government contractor DCAA compliance, and estate/retirement planning), and Audit/Reporting Services (financial audits, internal controls, compliance audits including Single Audit and DCAA, compilations, reviews, special investigations, and M&A due diligence) — supplemented by outsourced accounting and payroll services. Its operating technology is a standard CPA firm stack: QuickBooks integration, a dedicated client portal at portal.abacuscpallc.com, and Zoom/webinar platforms for virtual consultations; no proprietary technology, API, or AI/ML capability is documented.
The firm serves individuals, small-to-medium businesses, non-profits, entrepreneurs, and government contractors, with vertical specialization in healthcare practices (medical, dental, chiropractic) and DCAA-compliant federal government contracting accounting. Named clients include JE Group LLC (government consulting), Baseball Libre and Inroads (non-profits), and Creator's Architect (consulting SMB). The team consists of approximately six professionals including a CPA, a Finance/Accounting Manager, and multiple Tax Associates, operating from offices in Atlanta, Boston, and Detroit with primary geographic focus on the Southeast US.
Revenue is generated through professional services and managed services billing on a pay-as-you-go basis; pricing is not publicly disclosed but promotional discounts of 10-15% have been offered to new clients. Go-to-market is multi-modal: sales-led (branded phone line 1-833-CHAT CPA, free 30-minute consultations, appointment booking), event-driven (bi-weekly 'Chat With My CPA' webinars via Eventbrite), and community-led (newsletter, blog, Business Radio X podcast appearances, free downloadable templates and checklists). Disclosed 2020 client outcomes include $740K in business tax liability reductions, $130K in personal tax liability reductions, and facilitation of $1M+ in PPP and small business loans, though these reflect client savings rather than firm revenue.
Abacus CPA firmographics
Firmographics- Name
- Abacus CPA
- Legal name
- Abacus CPA, LLC
- Website
- https://abacuscpallc.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Abacus CPA is a small Atlanta-based certified public accounting firm providing tax preparation, consulting, audit, and outsourced accounting services to individuals, small-to-medium businesses, non-profits, and government contractors, with offices in Atlanta, Boston, and Detroit.
- Ownership category
- akta.pro rank
Where Abacus CPA is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Abacus CPA business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Tax Services: Professional tax preparation, planning, and resolution services for individuals and businesses. Includes income tax, estimated tax, self-employment tax, and tax resolution/audit representation.
- Audit & Reporting Services: Audit preparation, financial statement compilation, internal controls assessment, compliance audits, and special investigation audits.
- Consulting Services: CFO fractional services, accounting department support, financial strategic planning, business formation, and estate/retirement planning.
- Outsourced Accounting: Ongoing accounting and bookkeeping services, payroll processing, and financial compliance reporting.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | New client promotional pricing |
| Other | Pay-as-you-go | Early booking promotional pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Abacus CPA product offering
Product offeringCore offering
Abacus CPA, LLC is a certified public accounting firm that provides tax preparation, planning and resolution services, business consulting including fractional CFO and DCAA government contractor compliance, and audit and reporting services (financial audits, compliance audits, compilations, reviews, and M&A due diligence) to small-to-medium businesses, non-profits, healthcare practices, government contractors, entrepreneurs, and individuals.
Product overview
Abacus CPA is a certified public accounting firm offering a portfolio of professional services organized around three core service lines: Tax Services (preparation, planning, and resolution for individuals and businesses), Consulting Services (CFO fractional services, financial planning, government contractor compliance, business formation), and Audit/Reporting Services (financial audits, compliance audits, M&A due diligence, special investigations). The firm supplements its core services with free educational offerings including the 'Chat With My CPA' webinar series and digital downloadable resources (budget templates, tax checklists, financial literacy guides). Clients access services through a client portal and appointment booking system. The firm specializes in serving government contractors, healthcare practices (medical, dental, chiropractic), and nonprofit organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Services
Quantifiable outcome
- $740k in business tax liability reduction across all clientele in 2020
- +2 more outcomes
Companies that use Abacus CPA
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles3 records
Abacus CPA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Abacus CPA partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Abacus CPA competitors and assessment
Company assessmentBroad incumbents
- Moss Adams: Top-15 U.S. accounting and business advisory firm serving middle-market clients with industry-specific tax, audit, and consulting groups. Comparable in full-service tax/audit/consulting model and SMB/mid-market focus, though operating at substantially larger scale and broader geographic footprint.
- RSM US: Top-5 U.S. accounting firm focused on the middle market, with a government contractor practice and broad tax/audit/consulting capabilities. Comparable in mid-market orientation, government contractor specialty, and outsourced/CFO advisory services, but at significantly larger scale.
- BDO USA: Top-5 global accounting network with extensive government contractor, healthcare, and nonprofit practices plus tax, audit, and advisory. Comparable in vertical breadth (government contractors, healthcare, nonprofits) and full-service model, but operates at vastly larger scale and broader portfolio.
Direct peers
- CLA (CliftonLarsonAllen): Top-10 U.S. accounting firm serving private SMB and mid-market clients with significant government contractor and nonprofit practices. Comparable in serving DCAA contractors, non-profits, and SMBs with tax, audit, and outsourced accounting.
- Aprio: Atlanta-headquartered CPA and advisory firm with a strong government contractor (DCAA) and small-to-mid-market practice. Closest comparable by geography, niche (DCAA/SMB), and service breadth (tax, audit, advisory, outsourced accounting).
- Wipfli: Top-20 U.S. accounting firm with a deep government contractor and contractor-DCAA practice serving small/mid-market federal contractors. Comparable in government contractor specialization, outsourced CFO/controller services, and tax + audit + advisory model.
- Marcum LLP: Top-15 U.S. accounting firm with strong tax, audit, and outsourced accounting practices serving SMB and mid-market clients including government contractors. Comparable in service breadth (tax, audit, advisory, outsourced) and SMB/mid-market focus.
- Kreischer Miller: Mid-Atlantic-based mid-market CPA and advisory firm offering tax, audit, outsourced accounting, and CFO advisory to privately held businesses. Comparable in size band, full-service tax/audit/advisory offering, and privately-held SMB client focus.
- Withum: Mid-market CPA and advisory firm with a large government contractor practice and significant outsourced accounting/bookkeeping segment. Comparable in DCAA/government contractor specialization and outsourced accounting revenue model.
- Cherry Bekaert: Mid-market CPA and advisory firm with a recognized government contractor practice (DCAA compliance, indirect rate negotiations). Comparable in government contractor niche, multi-office footprint, and integrated tax/audit/consulting service lines.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Abacus CPA social profiles
Digital presenceAbacus CPA financial estimates
Financial estimateRevenue estimate
Valuation estimate
Abacus CPA leadership team
Management profileNumber of profiles
Profiles6 records
Abacus CPA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Abacus CPA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Abacus CPA
What does Abacus CPA do?
Abacus CPA, LLC is a certified public accounting firm that provides tax preparation, planning and resolution services, business consulting including fractional CFO and DCAA government contractor compliance, and audit and reporting services (financial audits, compliance audits, compilations, reviews, and M&A due diligence) to small-to-medium businesses, non-profits, healthcare practices, government contractors, entrepreneurs, and individuals.
Is Abacus CPA a public or private company?
Abacus CPA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Abacus CPA founded?
Abacus CPA was founded in 2017. It employs 1 to 10 people.
Where is Abacus CPA based?
Abacus CPA is headquartered in Atlanta, United States, in the North America region.
How does Abacus CPA make money?
Four revenue lines are on record. Tax Services are the primary driver. The others are audit & Reporting Services, consulting Services and outsourced Accounting.
Who are Abacus CPA's main competitors?
Broad incumbents on record are Moss Adams, RSM US and BDO USA. Direct peers are CLA (CliftonLarsonAllen), Aprio, Wipfli, Marcum LLP, Kreischer Miller, Withum and Cherry Bekaert.
Does Abacus CPA have an API?
No public API is recorded for Abacus CPA.