The Glessner Group

What The Glessner Group does

The Glessner Group is a privately held professional services firm operating under the legal entity Glessner & Associates, PLLC, from a single office at 2084 National Road in Wheeling, West Virginia (the Glessner Professional Center). It is a small practice with 1-10 employees, owned and operated by its founders (the Glessner family), with no external investors, parent company, or venture capital backing disclosed. The firm positions itself as a one-stop shop for accounting, tax, insurance, payroll, and wealth management, serving individual taxpayers, small business owners, and high-net-worth individuals in the Wheeling, WV area. Its primary customer segments are local individuals seeking personal income tax preparation and planning, and local small businesses needing business tax, bookkeeping, outsourced payroll (W-2s, 1099s, payroll taxes), trusts and estates work, and business consulting, with HNW wealth management as a secondary segment.

The firm's core products are organized into four service lines — Accounting Services, Tax Services, Insurance Coverage, and Wealth Management — supplemented by two service modules: Payroll Services and QuickBooks Support and Training. The firm holds Intuit QuickBooks ProAdvisor credentials and uses the QuickBooks / QuickBooks Online ecosystem for client accounting, offering installation, setup, database cleanup, applications, and training as billable services. There is no proprietary technology, no mobile app, no public API, and no AI or automation capabilities disclosed; the technology stack is the standard QuickBooks / Intuit professional toolset.

The business model is fee-for-service professional services, with revenue streams across accounting, tax preparation and planning, payroll (recurring), insurance, and wealth management. Pricing is not publicly disclosed and is quote-based, tailored to client complexity. The go-to-market is direct client engagement in the Wheeling, WV geographic catchment, with marketing limited primarily to a company website and word-of-mouth referrals. No revenue, customer counts, or scale metrics are disclosed.

Name

The Glessner Group

Legal name

Glessner & Associates, PLLC

Website

https://theglessnergroup.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

The Glessner Group is a privately held professional services firm in Wheeling, West Virginia that provides accounting, tax, payroll, insurance, and wealth management services to individual taxpayers and small business owners in the local market, operating under Glessner & Associates, PLLC.

Ownership category

akta.pro rank

Product category

Accounting and Financial Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Payroll Services (541214)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Payroll Software & Payroll-as-a-Service (SaaS) (BPACAIAB)

Keywords

• Accounting services
• Tax preparation
• Wealth management
• Payroll processing
• Insurance advisory

Headquarters

HQ city

Wheeling

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 Services: Ongoing accounting, bookkeeping, and financial record-keeping services for individuals and businesses. Revenue generated through recurring professional service engagements.
2. Tax Preparation and Planning: Tax return preparation for personal and business income taxes. One-time transaction fees per tax filing with potential for ongoing advisory services.
3. Payroll Services: Outsourced payroll processing including W-2s, 1099s, payroll taxes. Typically recurring monthly or per-paycheck fees.
4. Insurance Services: Insurance coverage products and advisory services.
5. Wealth Management: Financial planning and wealth management advisory services.

Distribution channels1 record

Marketing channels1 record

Core offering

The Glessner Group is a client-focused professional services firm delivering accounting, tax preparation and planning, insurance coverage, wealth management, payroll processing, and QuickBooks support to individuals and small businesses in the Wheeling, West Virginia area. Services are bundled as a one-stop shop, billed via professional service fees and recurring payroll engagements.

Product overview

The Glessner Group is a client-focused professional services firm offering a comprehensive suite of financial solutions. Their portfolio consists of four core service areas — Accounting Services, Tax Services, Insurance Coverage, and Wealth Management — supported by specialized service modules including Payroll Services and QuickBooks Support and Training. The firm positions itself as a one-stop shop for accounting, insurance, and wealth management needs, serving both individual and business clients in the Wheeling, West Virginia area.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive ongoing accounting services including bookkeeping, tax accounting, business consulting, and related financial record-keeping for individuals and businesses.
• Tax Services Tax preparation and planning services covering personal income taxes, business income taxes, tax returns, IRS-related matters, and trusts and estates.
• Insurance Coverage Insurance coverage products and advisory services delivered as part of the firm's broader financial solutions offering.
• Wealth Management Wealth management and financial planning advisory services to help clients achieve financial success and manage their financial futures.
• Payroll Services Outsourced, full-service payroll processing for businesses including W-2s, 1099s, payroll taxes, and payroll preparations, typically billed monthly or per-paycheck.
• QuickBooks Support and Training QuickBooks and QuickBooks Online (QBO) support, installation, setup, database cleanup, application assistance, troubleshooting, and training services delivered by Intuit ProAdvisors.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Recent moves3 records

Expansion highlights2 records

Emerging players

• 1-800Accountant: Virtual accounting and tax firm serving U.S. small businesses with bookkeeping, tax, and advisory services. Overlaps with The Glessner Group on SMB accounting, tax, and payroll but delivers services remotely rather than in-person.
• Gusto: Cloud payroll, benefits, and HR platform serving U.S. small businesses. Competes with The Glessner Group's outsourced payroll service module through a modern SaaS delivery model at lower per-paycheck pricing.
• Wealth Enhancement Group: Acquisitive wealth management and financial planning platform serving individuals and small-business owners; comparable to the wealth management component of The Glessner Group's offering for HNW clientele.

Broad incumbents

• H&R Block: National tax preparation retailer with DIY and assisted services; competes for the same individual taxpayer segment as The Glessner Group, particularly during tax season, but at vastly greater scale and through retail storefronts.
• CBIZ (now CBIZ Marks Paneth): National professional services firm offering accounting, tax, benefits, insurance, and wealth advisory to SMBs and individuals — directly comparable multi-discipline model at much larger scale.
• ADP Small Business (Run Powered by ADP): Large-scale payroll, tax, and HR services provider with a small-business product line; competes with The Glessner Group's payroll service module and offers scale, automation, and integrations difficult for a 1–10 person firm to match.
• Jackson Hewitt Tax Service: Franchise-based national tax preparation chain serving individual taxpayers across retail locations; competes head-to-head for the same individual-tax-prep clients The Glessner Group serves in the Wheeling, WV market.
• Intuit (QuickBooks / TurboTax Live): Provider of QuickBooks, QuickBooks Online, and TurboTax Live — the same Intuit ecosystem The Glessner Group supports as ProAdvisors. TurboTax Live directly competes in assisted tax preparation, while QuickBooks is the platform of choice for their SMB accounting clients.
• Andersen Tax (Andersen Global): Multi-discipline tax, accounting, and advisory firm offering accounting, tax planning, wealth advisory, and business consulting — a far larger, national-scale analog of the comprehensive-service positioning The Glessner Group aspires to.

Direct peers

• Padgett Business Services: Franchise-based accounting, tax, and payroll services network serving small businesses across hundreds of local U.S. markets. Closely comparable business model — local relationship-driven accounting, payroll, and tax services for SMBs.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/glessnergroup
• LinkedInlinkedin.com/company/the-glessner-group

Revenue estimate

Valuation estimate

Number of profiles

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 The Glessner Group