Austin CPA

What Austin CPA does

Austin CPA, PC is a privately held professional services corporation founded in 2015 and headquartered near downtown Asheville, North Carolina. The firm delivers a full-service accounting practice to individuals and small businesses in the Western North Carolina region, with a service mix spanning individual and commercial tax preparation and planning, bookkeeping, QuickBooks instruction, trust accounting, IRS representation, state and local tax compliance, and credits-and-incentives optimization. Beyond compliance work, the firm offers higher-value advisory services including mergers and acquisitions support, real estate transaction analysis, and lease-versus-purchase decision modeling, differentiating the practice from compliance-only CPA shops.

The firm operates a 7-person professional team comprising six licensed North Carolina CPAs and one federally licensed IRS Enrolled Agent, with tenure ranging from approximately 6 to 20+ years in public accounting. All credentialed staff hold membership in the North Carolina Association of Certified Public Accountants (NCACPA). Technology deployment is conventional for a small professional services firm: cloud-based paperless operations with secure electronic document storage, QuickBooks proficiency as a core competency, and a ShareFile-based client portal for remote document exchange. No proprietary platforms, AI tooling, or developed technology products are disclosed.

Austin CPA generates revenue through quote-based professional service fees billed on a pay-as-you-go cadence, with no public fee schedule. The go-to-market motion is sales-led and relationship-driven: client acquisition depends primarily on local referrals, word-of-mouth, and a multi-year regional brand presence demonstrated by ten consecutive WNC Best awards (2014–2023) and a separate "Best of 10 Years" distinction. Marketing is low-intensity and channel-light, relying on a Facebook page, a LinkedIn profile for the founder, and the firm website. The practice serves two primary segments — individual/personal clients and small business clients — with no concentration in enterprise or middle-market engagements. Pricing is custom and undisclosed publicly.

Name

Austin CPA

Legal name

Austin CPA, PC

Website

https://austincpapc.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Austin CPA, PC is a privately held, full-service accounting firm in Asheville, NC serving individuals and small businesses with tax preparation, bookkeeping, IRS representation, and advisory services including M&A and real estate transaction analysis, delivered by a seven-person team of licensed CPAs and an IRS Enrolled Agent.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Accounting services
• Tax preparation
• Bookkeeping
• Small business advisory
• Financial planning

Headquarters

HQ city

Asheville

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, Infrastructure

Revenue model

1. Professional Accounting Services: Revenue generated through professional service fees for tax preparation, planning, and accounting services to individuals and small businesses. Services include individual and commercial tax services, bookkeeping, lease/purchase analysis, mergers and acquisitions, and real estate transaction analysis.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Austin CPA is a full-service accounting firm delivering tax preparation and planning, bookkeeping, and financial advisory services to individuals and small businesses in the Asheville, North Carolina area. Its core practice covers individual and commercial tax services, QuickBooks-based bookkeeping, trust accounting, mergers and acquisitions support, real estate transaction analysis, and lease-versus-purchase decision analysis. Services are delivered by a team of licensed CPAs and an IRS Enrolled Agent under a personalized, relationship-driven model.

Product overview

Austin CPA, PC is a full-service accounting firm offering a unified suite of tax and accounting services for individuals and small businesses. The core offerings include individual and commercial tax preparation and planning, bookkeeping with QuickBooks specialization, trust accounting, and small business accounting services. Additional advisory services cover mergers and acquisitions, real estate transaction analysis, and lease versus purchase decision analysis. The firm also provides state and local tax services and credits and incentives optimization. All services are delivered by a team of licensed CPAs and an IRS Enrolled Agent, leveraging cloud-based paperless operations for secure document storage.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual & Commercial Tax Services
• Lease or Purchase Decision Analysis
• Mergers & Acquisitions
• Real Estate Transaction Analysis
• State & Local Taxes
• Credits & Incentives
• Bookkeeping Services
• Corporate Tax Preparation
• Trust Accounting
• Small Business Accounting
• IRS Enrolled Agent Services

Quantifiable outcome

• New clients often derive more value from one hour with Austin CPA than they received in years working with other accountants

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• Botkeeper: AI-assisted bookkeeping service combining software with human accountants for SMBs. Overlaps with Austin CPA's bookkeeping and QuickBooks specialization from a tech-enabled delivery angle.
• Bench: Tech-enabled bookkeeping and accounting service targeting small businesses. Targets the same SMB customer segment Austin CPA serves and competes via a software-driven delivery model rather than local office relationships.
• Pilot: Tech-enabled accounting, bookkeeping, and CFO services for small businesses and startups. Directly competes for the same SMB outsourced accounting and tax-prep customer that Austin CPA serves.

Broad incumbents

• Dixon Hughes Goodman (DHG): Top-20 U.S. accounting and advisory firm with regional offices across the Southeast including North Carolina. Offers the same tax, advisory, and bookkeeping services as Austin CPA but at much greater scale and broader footprint.
• Plante Moran: Large U.S. accounting, tax, and advisory firm serving middle-market businesses and individuals. Represents the larger, broader incumbent against which small firms like Austin CPA compete for advisory and tax work.
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm with tax, advisory, and assurance practices serving SMBs and individuals — overlapping with Austin CPA's core services but at significantly greater scale and geographic reach.
• H&R Block: Mass-market retail tax preparation franchise serving individuals and small businesses nationally. Competes with Austin CPA for individual and small-business tax clients through a retail-office model.

Regional players

• Carter, P.C. Asheville-based CPA firm providing tax, audit, and advisory services to individuals and businesses in the Western North Carolina market — directly comparable customer base and service mix.
• Johnson Price Sprinkle PA: Regional CPA firm based in Western North Carolina serving individuals and businesses across the same geographic market as Austin CPA, with a comparable full-service tax and advisory offering.

Others

• Intuit (TurboTax Live / QuickBooks Live): DIY tax and live-assisted tax/bookkeeping platform; not a direct CPA firm but actively competes for the same individual and small-business customers Austin CPA serves by offering software plus on-demand human accountants at lower price points.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/austincpapc
• LinkedInlinkedin.com/company/george-austin-cpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Austin CPA