Aga

What Aga does

AGA, LLC is a privately held accounting firm headquartered in Morrisville, Vermont, founded in fall 2014 by Amanda Guy after four years of training at the established Vermont CPA firm Roberta Haskin & Co. The firm delivers traditional tax and accounting services to small businesses and individual taxpayers across Vermont, including tax preparation and planning, ongoing bookkeeping and write-up, payroll processing, financial statement preparation, sales tax compliance, QuickBooks Desktop and Online selection and implementation, business entity selection advisory, and financial analysis. Clients engage via phone, walk-in, or website appointment request, with secure document exchange handled through an online client portal.

The firm's technology stack is built around Intuit's QuickBooks Desktop and QuickBooks Online platforms, with multiple team members holding ProAdvisor certifications in both products. Supporting digital tools include an online Client Library (tax tips newsletter, tax calendar subscription, financial calculators, downloadable worksheets, and employer forms). Revenue is generated through a mix of recurring monthly engagements — primarily bookkeeping and payroll subscriptions — and project-based professional services such as tax preparation, financial statement preparation, entity selection, and financial analysis. Pricing is not publicly disclosed and the firm maintains a full client roster with a waiting list, indicating demand exceeds current capacity.

AGA operates without external funding, acquisitions, or strategic partnerships; the only documented strategic signals are headcount additions through 2025-2026 and the rollout of the client portal and expanded digital content resources. Service delivery is local and relationship-driven, leveraging the founder's professional network and the inherited goodwill of her predecessor practice.

Name

Aga

Legal name

AGA, LLC

Website

https://agaaccounting.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

AGA, LLC is a Vermont-based accounting firm providing tax preparation, bookkeeping, payroll, financial statement, and QuickBooks implementation services to local small businesses and individual taxpayers in Vermont.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYBPAAAGAC

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYBPAAAGAA

Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYBPAAAGAB

Accounts Receivable (Invoicing, Cash Application, Deductions)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

Keywords

• Accounting services
• Tax preparation
• Bookkeeping services
• Payroll processing
• Small business accounting

Headquarters

HQ city

Morrisville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation & Planning: Tax return preparation and planning services for individuals and businesses.
2. Bookkeeping/Write-Up: Ongoing bookkeeping services and write-up work for small businesses.
3. Payroll Services: Payroll processing services for business clients.
4. Financial Statements: Preparation of financial statements for businesses.
5. Sales Tax Services: Sales tax preparation and compliance services.
6. Accounting Software Implementation: QuickBooks software selection assistance and implementation support.
7. Business Entity Selection: Advisory services for selecting appropriate business entity structures.
8. Financial Analysis: Financial analysis services to support business decision-making.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

AGA, LLC is a Vermont-based accounting firm that delivers tax preparation and planning, ongoing bookkeeping/write-up, payroll processing, financial statement preparation, sales tax compliance, business entity selection advisory, and QuickBooks accounting software selection and implementation services to local small businesses and individual taxpayers. The firm supplements these professional services with a secure online client portal and resource library (tax worksheets, employer forms, financial calculators).

Product overview

AGA, LLC is an accounting firm offering a comprehensive suite of accounting and tax services. The firm provides both service-based offerings (accounting software selection & implementation, bookkeeping/write-up, business entity selection, financial analysis, financial statements, payroll services, sales tax services, and tax preparation & planning) and digital tools (client portal, tax worksheets, employer forms, and financial calculators). The services are delivered as interconnected service offerings rather than a modular software platform, with digital resources supporting the core accounting and tax service delivery.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning

Named customers1 record

Segments2 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

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Deloitte Tax LLP: Large global tax and professional services practice serving individuals, businesses, and privately held companies. A broad incumbent whose personal/business tax and small-business offerings compete for the same end-clients AGA serves.
• KPMG US: Big Four professional services firm providing tax, audit, and advisory. Competes with AGA for upper-end Vermont SMB and owner-managed business clients whose needs scale beyond a 10-person firm.
• H&R Block: Mass-market tax preparation chain with national retail footprint and digital tax offerings. Competes directly with AGA's individual and small-business tax preparation services on price and convenience for commoditized returns.
• 1-800Accountant: National virtual accounting and tax services firm targeting small businesses and individuals with on-demand CPAs. Overlaps with AGA across bookkeeping, tax, and advisory services, substituting scale and technology for local presence.

Emerging players

• Bench Accounting: Software-plus-service bookkeeping company providing monthly bookkeeping with a dedicated team plus its own platform. Targets the same SMB bookkept-by-accountant segment as AGA's bookkeeping/write-up service line.
• Botkeeper: AI-assisted bookkeeping and accounting automation platform serving small businesses and accounting firms. A technology disruptor that commoditizes the recurring bookkeeping work that AGA sells to Vermont SMB clients.
• QuickBooks Live (Intuit): Intuit's on-demand bookkeeping service pairing QuickBooks-certified bookkeepers with SMB clients. Combines the QuickBooks platform AGA already supports with a competing service offering for the same small-business customers.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services firm focused on small businesses and startups using software-led workflows. Represents the technology-augmented competitive threat to traditional bookkeeping and tax engagements that anchor AGA's recurring revenue.

Direct peers

• Gallagher Flynn & Company: Vermont-headquartered accounting and consulting firm providing tax, audit, and advisory services to small and mid-sized businesses and individuals. Comparable in geography, client profile, and breadth of accounting services to AGA, with regional scale advantages.
• Davis & Hodgdon Associates CPAs: Mid-sized Vermont-based CPA firm offering tax, audit, bookkeeping, and advisory services to businesses and individuals across northern New England. Closest direct peer to AGA: same state, same SMB/individual tax clientele, overlapping service menu including QuickBooks support.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/AGALLC

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Aga