Glass & Associates

What Glass & Associates does

Glass & Associates is a privately held bookkeeping, accounting, payroll, and business enhancement firm founded in 2018 by Gayle Glass and headquartered in Woodbine, Maryland. The firm serves small businesses and nonprofit organizations, with a notable presence in the Archdiocese of Baltimore parish network and educational institutions such as Mother Seton Academy. Services are delivered through a high-touch, relationship-driven model that combines onsite presence (one to two days per week at client offices) with remote support, spanning accounts receivable/payable management, reconciliations, month-end reviews, financial statement preparation, payroll processing, tax filing support, and retroactive bookkeeping cleanup.

The firm's technology stack is built entirely on third-party platforms. QuickBooks Online serves as the primary accounting platform, with the firm holding Certified QuickBooks ProAdvisor status (Platinum Tier) and providing setup, cleanup, training, and consulting services. UKG Pro is the primary payroll processing platform, handling tax withholding, direct deposit, PTO tracking, and quarterly/yearly reporting. There is no proprietary technology, no AI/ML capabilities, and no app or API offering.

The go-to-market approach is sales-led and referral-driven, with the owner (Gayle Glass) and assigned staff providing dedicated client support. Marketing is primarily content-driven via the firm's website, blog, QuickBooks tutorial guides, and tax resources pages. The firm offers free consultations and describes fees as "reasonable and competitive," with revenue derived from recurring bookkeeping and payroll subscriptions supplemented by professional services engagements (accounting, QuickBooks consulting, catch-up bookkeeping). No external funding, acquisitions, or geographic expansion beyond Maryland have been disclosed.

Name

Glass & Associates

Legal name

Glass and Associates

Website

https://gglassandassociates.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Glass & Associates is a privately held, Woodbine, Maryland-based bookkeeping, accounting, payroll, and business enhancement firm founded in 2018. It serves small businesses and nonprofit organizations, particularly parishes in the Archdiocese of Baltimore, using QuickBooks Online and UKG Pro.

Ownership category

akta.pro rank

Product category

Bookkeeping & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Bookkeeping services
• Accounting services
• Payroll processing
• Small business accounting
• Nonprofit bookkeeping

Headquarters

HQ city

Woodbine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Bookkeeping Services: Ongoing bookkeeping services including accounts receivable/payable management, cash management, account reconciliations, end-of-month reviews, sales tax reporting, and records management. Offered both onsite and remotely.
2. Accounting Services: Accounting services including clean-up of company books, adjusting journal entries, budget preparation, cash flow projections, depreciation schedules, financial statements, and year-end closing.
3. Payroll Services: Comprehensive payroll processing including payroll tax withholding and filing, direct deposit setup, employee PTO tracking, quarterly tax reporting, yearly payroll tax reporting, W-2/W-3 filing, and 1099/1096 tax filing.
4. QuickBooks Consulting: QuickBooks setup, cleanup, training, and consulting services provided by certified ProAdvisors. Includes on-site or virtual training.
5. Retroactive/After-The-Fact Bookkeeping: Catch-up bookkeeping services for clients who have fallen behind on their accounting, including organizing paper and digital files and entering data in QuickBooks.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Glass & Associates is a Maryland-based bookkeeping, accounting, payroll, and business enhancement firm that delivers financial recordkeeping, financial statement preparation, tax-ready reporting, payroll administration through QuickBooks Online and UKG Pro, and consulting/administrative support tailored for small businesses, nonprofit organizations, and self-employed individuals.

Product overview

Glass & Associates is a bookkeeping, accounting, payroll, and business enhancement firm offering both onsite and fully remote services. The company operates as a single-service firm organized around four core offerings: Bookkeeping Services (accounts receivable/payable, cash management, reconciliations, month-end review, sales tax, records management, retroactive cleanup), Accounting Services (books cleanup, journal entries, budgeting, cash flow projections, schedules, financial statements, audit support, quarter/year-end closing), Payroll Services (processing, direct deposit, PTO tracking, tax withholding/filing, quarterly/yearly reporting, 1099/W-2 filing), and QuickBooks Services (setup, cleanup, training, consulting). QuickBooks Online and UKG Pro serve as the primary technology platforms for delivering these services.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Ongoing financial recordkeeping for small businesses, nonprofits, and self-employed individuals, including transaction categorization, account reconciliation, and maintenance of organized, up-to-date books.
• Accounting Services Preparation of financial statements, budgeting support, and accounting guidance tailored for small businesses, nonprofits, and self-employed clients, including financial reporting suitable for owner, board, and tax-preparation use.
• Payroll Services Payroll administration for small businesses and nonprofits, delivered through the UKG Pro platform, including pay runs, withholdings, and related payroll recordkeeping.
• QuickBooks Services QuickBooks Online setup, training, and ongoing support provided by a QuickBooks ProAdvisor, helping small businesses and nonprofits adopt and maintain QuickBooks Online for their bookkeeping and accounting workflows.
• Business Enhancement Services Consulting and administrative support services that complement the firm's core bookkeeping and accounting offerings, designed to help small businesses and nonprofits operate more efficiently.

Named customers6 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

Integration2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• QuickBooks OnlinecoreTechnology or IntegrationPrimary accounting platform used for client bookkeeping, invoicing, bank reconciliation, and financial reporting. Glass & Associates is a QuickBooks ProAdvisor with certified expertise. The firm guides clients through QuickBooks setup, training, and ongoing use.
• UKG ProcoreTechnology or IntegrationPrimary payroll platform for comprehensive payroll processing, tax withholding and filing, direct deposit, and employee PTO tracking. The firm uses UKG Pro alongside QuickBooks for payroll services.

Scale indicators1 record

Recent moves5 records

Expansion highlights2 records

Broad incumbents

• KPMG US: Global Big Four accounting firm offering audit, tax, and advisory including SMB-adjacent services; overlaps with accounting and tax work but serves a much broader client portfolio at much larger scale.
• Wipfli: Top-20 US accounting and advisory firm serving SMBs and mid-market clients with bookkeeping, tax, and outsourced accounting services; comparable service mix at a larger regional/national footprint.
• BDO USA: Large national accounting and advisory firm with mid-market and SMB practices providing bookkeeping, tax, and advisory; broader portfolio than the subject but includes overlapping services.

Direct peers

• Finvisor: Outsourced bookkeeping, accounting, and CFO services for SMBs; directly comparable ongoing bookkeeping and financial reporting offerings for similar client profiles.
• Xendoo: Subscription-based online bookkeeping and accounting for small businesses with monthly financial statements; comparable recurring-service model and SMB customer segment.
• Bookkeeper360: Cloud-based bookkeeping, accounting, payroll, and advisory services for small businesses, with deep Xero/QuickBooks expertise — closely comparable offering and SMB focus.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services primarily for SMBs and startups; directly comparable in core service line (ongoing bookkeeping) and target customer size, though operating at much larger national scale.
• 1-800Accountant: Small business accounting, bookkeeping, payroll, and tax services delivered virtually nationwide; comparable core services and SMB customer base, but at significantly larger scale.
• Padgett Business Services: Franchise network of local accounting, bookkeeping, payroll, and tax offices serving small businesses; closely comparable local-delivery model and SMB service mix.
• Botkeeper: Automated bookkeeping service combining AI/ML with human accountants for SMBs; comparable target market and service stack, differentiated by proprietary automation layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/businessenhancementspecialists
• LinkedInlinkedin.com/company/gglass-and-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Glass & Associates