Peer House

What Peer House does

Peer House, LLC is a privately held CPA and consulting firm founded in 2016 by Ozlem Eva Davis, CPA, CFE, CFF in Lexington, Kentucky. The firm delivers eight core professional service lines — bookkeeping, controllership, CFO oversight, budgeting, special projects, internal audits, forensic accounting and litigation support, and accounting training — to small and mid-sized businesses and select nonprofit clients across the United States. Differentiated expertise centers on internal control design, fraud examination (leveraging the founder's CFE/CFF credentials), peer-to-peer benchmarking, and construction-industry accounting via a dedicated staff specialist.

The firm's technology foundation is conventional rather than proprietary: QuickBooks Online and QuickBooks Online Payroll serve as the primary accounting platform, and ShareFile powers the secure client portal for document exchange. No AI, ML, or data-product capabilities are disclosed. Operations run on a team of approximately 8 employees across two Lexington office locations (Monarch Street headquarters and a Clays Mill Road operating office), with the founder as the lead practitioner and a bench of staff accountants and consultants supporting client delivery. The firm also holds a 2024 WBENC women-owned certification and received the 2021 Commerce Lexington Entrepreneur Award.

Peer House operates a sales-led, professional services model with no publicly disclosed pricing, retainer, or rate card; engagements appear to be quote-based and customized per client. Go-to-market relies on direct client engagement via the website, a small set of named reference clients (concentrated in beverage distribution and nonprofits), content marketing through a blog/vlog, and community involvement in Lexington organizations. Revenue mechanics are typical of small CPA firms — hourly or project-based professional fees — with no productized SaaS, subscription, or transaction-based revenue streams.

Name

Peer House

Legal name

Peer House, LLC

Website

https://peerhousecpa.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Peer House, LLC is a Lexington, KY-based CPA and consulting firm offering bookkeeping, CFO oversight, forensic accounting, and internal control services to small and mid-sized businesses nationwide, led by a credentialed founder with 20+ years of experience.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Professional accounting services
• Bookkeeping and controllership
• Forensic accounting
• CFO advisory services
• Internal audit consulting

Headquarters

HQ city

Lexington

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting & Consulting Services: Professional accounting services including bookkeeping, controllership, CFO oversight, budgeting, internal audits, forensic accounting, and accounting training. Services are customized for each client's unique needs with a hands-on approach delivered by a team of experts.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Peer House, LLC is a Lexington, KY-based CPA and consulting firm that sells eight core accounting and financial advisory services: Bookkeeping, Controllership, CFO Oversight, Budgeting, Special Projects, Internal Audits, Forensic Accounting & Litigation Support, and Accounting Training. Services range from day-to-day transactional record-keeping to executive-level CFO oversight, with specialization in internal control improvements, peer-to-peer benchmarking, and CFE/CFF-credentialed forensic accounting investigations. Engagements are customized for each client's unique needs and delivered by a team of experts.

Product overview

Peer House is a CPA and consulting firm offering a unified suite of accounting and financial advisory services. The core portfolio consists of eight interconnected service lines: Bookkeeping (foundational financial record-keeping), Controllership (financial control and reporting), CFO Oversight (strategic financial leadership), Budgeting (financial planning), Special Projects (custom consulting), Internal Audits (risk and compliance assessment), Forensic Accounting & Litigation Support (fraud investigation and legal support), and Accounting Training (professional education). These services range from day-to-day bookkeeping to executive-level CFO oversight, with specialization in internal control improvements, peer-to-peer benchmarking, and forensic accounting. The firm serves clients nationwide from its Lexington, Kentucky headquarters.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Core accounting service providing day-to-day financial record-keeping, transaction recording, and reconciliation to maintain accurate financial records for small and mid-sized businesses.
• Controllership Financial control and reporting service ensuring proper internal controls, accurate financial statements, and compliance with accounting standards for SMB clients.
• CFO Oversight Strategic financial leadership service providing executive-level oversight of financial operations, planning, and decision-making support for SMB clients that do not employ a full-time CFO.
• Budgeting Financial planning service assisting clients with budget development, monitoring, and variance analysis to support business objectives.
• Special Projects Custom consulting engagements addressing unique or complex accounting and financial challenges beyond standard service offerings.
• Internal Audits Independent evaluation service assessing the effectiveness of internal controls, risk management, and compliance with organizational policies.
• Forensic Accounting & Litigation Support Specialized investigative accounting service focused on detecting fraud, analyzing financial evidence, and providing expert support in legal proceedings; delivered by CFE and CFF credentialed professionals.
• Accounting Training Educational service providing instruction and professional development in accounting practices, internal controls, and financial management.

Named customers6 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• QuickBookssupportingTechnology or IntegrationPeer House offers QuickBooks expertise and integration services. The firm is listed as a QuickBooks partner with staff experienced in QuickBooks Online and QuickBooks Online Payroll. Team members prefer QuickBooks Online experience in hiring.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for SMBs and startups. Direct competitor in the outsourced finance and fractional CFO category where Peer House operates.
• CFO Partners: Fractional CFO and controllership services for SMBs and growth-stage companies. Comparable outsourced finance leadership offering to Peer House's CFO Oversight service line.
• AccountingDepartment.com: Outsourced accounting department and fractional CFO services for small and mid-sized businesses. Directly comparable service mix from bookkeeping through CFO oversight.
• Bench: Software-powered bookkeeping and financial reporting service for small businesses. Competes with Peer House's bookkeeping and controllership offerings via a more automated delivery model.
• Bookkeeper360: Outsourced bookkeeping, accounting, tax, and CFO advisory services for SMBs. Closely comparable full-stack service portfolio and target customer base to Peer House.

Emerging players

• Paro: Marketplace and AI-enabled platform connecting businesses with fractional finance and accounting talent. Adjacent competitor addressing the same outsourced finance need via a different delivery model.

Broad incumbents

• BDO USA: Large national accounting and advisory firm offering audit, tax, and consulting including outsourced CFO services. Competes with Peer House in the mid-market segment with much broader capabilities.
• Cherry Bekaert: Top-30 U.S. accounting and advisory firm offering audit, tax, and outsourced CFO/controller services to SMBs and mid-market clients. Overlaps with Peer House in the outsourced finance category at a larger scale.
• RSM US: Major U.S. accounting and consulting firm serving middle-market clients with audit, tax, and consulting including outsourced finance services. Broad incumbent peer in the same professional services category.

Regional players

• Kreischer Miller: Regional full-service accounting and advisory firm serving the Mid-Atlantic. Comparable mid-market accounting, CFO advisory, and tax services, primarily competing in its own regional geography.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/peerhousecpa
• LinkedInlinkedin.com/company/peerhousecpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Peer House