What Heath & Company does

Heath & Company, PLLC is a solo certified public accounting firm founded in 2009 by Scott A. Heath, CPA and based in Heber City, Utah. The firm offers six core professional services: bookkeeping, tax preparation and planning, IRS and state agency resolution, CFO advisory, QuickBooks consulting, and payroll services. Its target clients are small businesses structured as partnerships, LLCs, S-Corps, and C-Corps, as well as individual taxpayers and trust entities.

The firm operates a fully remote, paperless service delivery model leveraging a third-party cloud computing vendor for secure document exchange, web conferencing, email-based transfers, and prepaid flat-rate mailers. This allows the firm to serve clients without requiring office visits and positions itself as accessible regardless of client location. Scott A. Heath's credentials — a Masters of Accountancy from BYU (2002), CPA license obtained in 2003, and Advanced Certified QuickBooks ProAdvisor status with Intuit — underpin the technical service delivery, particularly the QuickBooks consulting line.

Revenue is generated entirely through professional services fees on a quote-based and fixed-rate basis, with the bookkeeping line structured as a competitive fixed pricing arrangement. Marketing is conducted primarily through word-of-mouth referrals and a basic informational website (heathcpa.com); no paid acquisition channels, external investors, or parent company affiliations are disclosed. The firm is founder-owned and bootstrapped, with no subsidiaries, no M&A activity, and no external capital raised.

Name

Heath & Company

Legal name

Heath & Company, PLLC

Website

https://heathcpa.com

Company type

Private

Founded year

2009

Operating status

Operating

Short description

Heath & Company, PLLC is a solo CPA firm in Heber City, Utah, founded in 2009, providing bookkeeping, tax preparation, IRS resolution, CFO, QuickBooks consulting, and payroll services to small businesses and individual taxpayers via a remote, paperless service model.

Ownership category

akta.pro rank

Headquarters

HQ city

Heber City

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. Accounting & Bookkeeping Services: Full-bookkeeping services on a competitive fixed pricing arrangement. Services include organization and day-to-day bookkeeping tasks.
2. Tax Preparation & Planning: Tax planning and preparation services for individuals and businesses including individuals, partnerships, LLCs, S-Corps, C-Corps, and Trusts.
3. IRS & State Resolution Services: Professional representation during audits and dealings with federal and state tax agencies.
4. CFO Services: Cash flow management, analysis, forecasting, and budgeting services for business entities.
5. QuickBooks Consulting: QuickBooks setup, consulting, and ongoing support services.
6. Payroll Services: Payroll system development, implementation, and processing with tax return preparation.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

Heath & Company, PLLC is a CPA firm that delivers professional accounting, bookkeeping, tax preparation, IRS and state resolution, CFO, and payroll services to individual taxpayers and small business entities (partnerships, LLCs, S-Corps, C-Corps, and Trusts). The firm operates a remote-first, paperless service model with secure cloud-based document exchange so clients never need to leave their home or office. Services are rendered directly by the founder and supported by administrative staff, with no online self-serve platform.

Product overview

Heath & Company, PLLC is a CPA firm offering a portfolio of six professional accounting and business services. The firm provides Accounting/Bookkeeping Services for day-to-day financial record-keeping, QuickBooks Consulting & Help for software setup and optimization, Tax Return Preparation & Planning for comprehensive tax minimization strategies across entity types, IRS & State Resolution for audit representation, CFO Services for cash flow management and financial analysis, and Payroll Services for payroll processing and tax return preparation. The firm operates as a unified professional services practice rather than a platform-plus-modules architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting/Bookkeeping Services Full-bookkeeping services on a competitive fixed pricing arrangement, covering organization and day-to-day bookkeeping tasks so business owners can focus on their core business. Provides accurate and timely financial statements.
• QuickBooks Consulting & Help QuickBooks setup, installation, and consulting to help clients generate useful financial statements, reports, and graphs. Delivered by Scott A. Heath under his Advanced Certified QuickBooks ProAdvisor status.
• Tax Return Preparation & Planning Tax planning and preparation across a full range of entity types (individuals, partnerships, LLCs, S-Corps, C-Corps, Trusts, and others), with the goal of minimizing client tax liabilities and staying current on tax law.
• IRS & State Resolution Professional representation and guidance for clients during audits and other dealings with federal (IRS) and state tax agencies.
• CFO Services Cash flow management including tracking sources and uses, forecasting, budgeting, and analysis to improve company liquidity, reduce costs, and increase profitability for business entities.
• Payroll Services Development and implementation of computerized payroll systems to facilitate processing, timely payment, and preparation of payroll tax returns, reducing administrative time for clients.

Quantifiable outcome

• Clients report satisfaction with quality of service, competitive price, and fast response

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Intuit (QuickBooks)coreTechnology or IntegrationScott A. Heath holds Advanced Certified QuickBooks ProAdvisor status, providing access to additional Intuit resources and discounts that are passed along to clients. ProAdvisor certification indicates specialized expertise in QuickBooks products and integration capabilities.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Direct peers

• H&R Block: Largest U.S. tax preparation chain serving individual and small-business clients with both DIY software and in-person assisted filing. Direct competitor for Heath & Company's core individual tax preparation and small-business tax services.
• Jackson Hewitt: National tax preparation chain with retail and virtual service options targeting individual and small-business tax filers, directly overlapping with Heath's tax preparation revenue stream.
• 1-800Accountant: Virtual-first national accounting firm targeting small businesses with bookkeeping, tax, payroll, and CFO services delivered remotely. Closely mirrors Heath & Company's remote-delivery, bundled-service, SMB-focused model at greater scale.
• Padgett Business Services: Franchise network of small-business accounting, tax, payroll, and advisory practices — same SMB customer profile, same bundled service stack, and same local-firm positioning as Heath & Company.
• Liberty Tax: Franchise-based tax preparation chain competing for the same individual and small-business tax clients Heath & Company serves, with seasonal in-person service and standardized pricing.

Emerging players

• Bench: Tech-enabled bookkeeping service for small businesses combining software with dedicated bookkeepers. Competes most directly with Heath's bookkeeping and QuickBooks consulting services, with a subscription model that pressures traditional fixed-rate pricing.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services platform for small businesses and startups. Targets the same SMB customer base with software-augmented service delivery that can undercut traditional solo-CPA pricing.
• Botkeeper: AI-powered bookkeeping automation platform serving accounting firms and SMBs directly. Represents the automation-driven threat to traditional manual bookkeeping revenue that Heath & Company depends on.
• Intuit QuickBooks Live: Intuit's own bundled bookkeeping service staffed by QuickBooks ProAdvisors. Direct overlap with Heath's QuickBooks consulting and bookkeeping offerings, and benefits from Intuit's platform distribution that independent ProAdvisors cannot match.

Broad incumbents

• Block Advisors (Square): Small-business tax, bookkeeping, and advisory service from Block (formerly Square), bundling services with its payments and banking platform. Competes for the same SMB customer wallet share with ecosystem-level distribution advantages.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 Heath & Company