Bell CPA

What Bell CPA does

Bell CPA, LLC is a privately held, single-location accounting firm headquartered at 805 W Battlefield Rd in Springfield, Missouri. Founded in 2015 by David Bell through his purchase of Rogers & Co (originally established in 1984), the firm operates with a staff of 1-10 and is licensed in Missouri. It provides traditional professional accounting services spanning income tax preparation and planning, business valuation (supported by David's ABV credential), estate planning, forecasting and budgeting, bookkeeping, payroll processing, and ad-hoc consultations. Its customer base is a horizontal mix of individuals, small business owners, executives, and independent professionals in Springfield and surrounding areas, with no enterprise or named-logo accounts disclosed.

The firm's go-to-market is sales-led and overwhelmingly referral-driven; testimonials and personal recommendations are the primary acquisition channel, supplemented by a basic informational website (bellcpaspringfield.com) and an Onvio-based client portal for document exchange. Bell CPA competes on cost within the local market, with client testimonials indicating fees at approximately half the rate of competitors while maintaining direct access to the owner-CPA. The firm's technology stack is standard practice-management software; there is no proprietary platform, app, or API. Bell CPA also operates as a roll-up beneficiary on a small scale, having absorbed the Springfield client base of Bohl House & Samek when that firm's local branch closed in July 2022.

The business model is professional services revenue on a per-engagement basis with quote-based pricing, no public fee schedule, and no recurring-contract structure. There are no external investors, no parent company, and no disclosed financials. The combination of a single-license geographic footprint, owner-led service delivery, and lack of any AI, software, or technology differentiation positions Bell CPA as a lifestyle-scale local professional services practice rather than a scalable platform business.

Name

Bell CPA

Legal name

Bell CPA, LLC

Website

https://bellcpaspringfield.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Bell CPA, LLC is a privately held, owner-operated CPA firm in Springfield, Missouri, providing tax preparation, bookkeeping, payroll, business valuation, estate planning, and advisory services to individuals, small business owners, executives, and independent professionals in the local market.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax preparation
• Business valuation
• Estate planning
• Payroll services

Headquarters

HQ city

Springfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Bell CPA generates revenue through professional accounting and tax preparation services including income tax preparation, bookkeeping, business valuation, estate planning, and payroll services. Services are provided on a per-engagement basis with pricing being quote-based and competitive relative to local market rates.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Bell CPA is a locally owned accounting firm in Springfield, Missouri that provides professional CPA services including income tax preparation, business valuation, estate planning, forecasting and budgeting, consultations, accounting/bookkeeping, and payroll services. The firm serves individuals, small business owners, executives, and independent professionals in the local market.

Product overview

Bell CPA offers a full-service accounting firm with five key service areas: Income Tax Preparation, Business Valuation, Estate Planning, Forecasting & Budgeting, and Consultations. The firm also provides complementary accounting services including bookkeeping, tax preparation, and payroll services. These services are offered as traditional professional services rather than a software platform, designed for individuals, business owners, executives, and independent professionals in Springfield, MO and surrounding areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Preparation

Quantifiable outcome

• 77% of taxpayers believe they benefited from using a professional tax preparer (referenced from U.S. Government GAO study)

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Bohl House & SamekminorOthers · 5 July 2022As of July 5th, 2022, the Springfield branch of Bohl House and Samek closed and transitioned their client base to Bell CPA. Bell CPA absorbed these clients to ensure continuity of service for affected taxpayers. This was a client acquisition from a competitor firm exiting the market, not a formal partnership agreement.

Scale indicators2 records

Recent moves3 records

Expansion highlights2 records

Emerging players

• Botkeeper: AI-assisted bookkeeping and accounting service for SMBs and accounting firms, combining automation with human review. Comparable to Bell CPA because it addresses the same small-business bookkeeping and tax workflows and represents an emerging delivery model that could compete with traditional local CPA firms.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services firm serving startups and small businesses across the U.S. Comparable to Bell CPA because it directly competes for small-business bookkeeping, payroll, and tax clients that Bell serves, but does so via a software-driven, subscription-based model.
• Bench (now part of Employer.com): Tech-enabled bookkeeping and tax platform serving U.S. small businesses with monthly bookkeeping paired with a software dashboard. Comparable to Bell CPA because it overlaps with Bell's small-business bookkeeping, tax, and reporting services, with a similar target persona but a more scalable delivery model.
• 1-800Accountant: Virtual accounting and tax services firm serving U.S. small businesses and individuals with a remote delivery model. Comparable to Bell CPA because it competes for small-business tax, bookkeeping, and advisory clients at accessible price points, leveraging technology to undercut local CPA firms.

Broad incumbents

• RSM US: Large U.S. audit, tax, and consulting firm focused on the middle market across the U.S. Comparable to Bell CPA because it competes for the same small-business and owner-managed-company clients on tax, valuation, and advisory services, though at a much larger scale.
• BDO USA: Top-5 U.S. accounting firm offering tax, audit, advisory, and valuation services to mid-market and growth-stage businesses nationally. Comparable to Bell CPA because it overlaps in tax, business valuation, and advisory services, although it serves larger clients and is unlikely to compete for Bell's smallest individual returns.
• H&R Block: Large publicly traded tax preparation retailer headquartered in the Kansas City, MO area with thousands of seasonal offices nationwide. Comparable to Bell CPA because it competes directly for individual tax preparation clients in Springfield and broader Missouri, although at a much lower price point and with far less customization.

Regional players

• Anders CPAs + Advisors: Mid-sized regional CPA and advisory firm based in St. Louis, MO serving individuals, businesses, and families across the Midwest. Comparable to Bell CPA because it offers the same core service mix (tax, bookkeeping, business valuation, estate planning) at a similar mid-market price point but with broader geographic reach.
• Williams-Keepers LLC: Regional accounting and advisory firm based in Columbia, MO providing tax, audit, bookkeeping, and business valuation services to individuals and SMBs across Missouri. Comparable to Bell CPA because it competes for the same Missouri small-business and individual tax clients with similar service depth.

Direct peers

• FORVIS (formerly BKD): Top-10 U.S. accounting firm headquartered in Springfield, MO offering tax, audit, advisory, and valuation services to individuals and businesses. Directly comparable to Bell CPA because it serves the same Springfield market with overlapping service lines (tax, valuation, advisory) and competes for the same small-business and individual clients at the mid-market tier.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/BellCPASpringfield

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Bell CPA