What GSF Group does

GSF Group LLC is a privately held Certified Public Accounting and business consulting firm headquartered at 433 Plaza Real #351 in Boca Raton, Florida, operating under Managing Partner Glen Ferguson, a Florida-licensed CPA since 1992 with over 25 years of experience in accounting and tax for small to medium-sized businesses. The firm delivers a unified suite of professional advisory services spanning four pillars: business financial services (financing assistance, financial/inventory/cost control and credit studies, accounting system creation, and budget/forecast development), personal financial planning (education financing, home purchase planning, estate and retirement planning, loan and credit assistance, savings and investment strategies), tax advisory (short- and long-term tax liability reduction, compliance assurance, estate and inheritance tax mitigation, and income tax return preparation), and technology consulting (recommendation, installation oversight, and training for accounting and business software).

The firm serves two primary customer segments on a horizontal segmentation basis: small-to-medium-sized businesses (primary) requiring tax compliance, business planning, financial management, and financing access, and individual clients (secondary) seeking personal tax preparation and life-event financial planning. Services are delivered through direct client engagement at the Boca Raton office, supported by phone and email channels, with go-to-market relying on direct outreach, personal referrals, and the Managing Partner's professional affiliations with the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

Revenue is generated through professional services fees structured around engagement scope and complexity; pricing is not publicly disclosed. The firm operates without external institutional investment, parent company affiliation, public listing, or disclosed funding, and appears to be a founder-owned closely-held LLC. The technology footprint is limited to standard third-party accounting and tax preparation software tools supplemented by the firm's technology consulting advisory service, with no proprietary platform, API, software product, or mobile application. Geographic scope is regional within Florida, with no global footprint or multi-state expansion disclosed.

Name

GSF Group

Legal name

GSF Group LLC

Website

https://gsfgroupcpa.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

GSF Group LLC is a privately held Boca Raton, Florida CPA and business consulting firm led by Managing Partner Glen Ferguson, delivering tax advisory, business financial services, personal financial planning, and technology consulting to small-to-medium businesses and individuals across South Florida.

Ownership category

akta.pro rank

Headquarters

HQ city

Boca Raton

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

Revenue model

1. Tax Preparation Services: Preparation of income tax returns for individuals and businesses, including corporate federal and state tax returns and individual income taxes. This is likely structured as project-based or annual engagement fees.
2. Business Consulting Services: Advisory services including business planning/consulting, financial planning, financing assistance, accounting systems creation, and budget/forecast development. These engagements are billed as professional consulting services.
3. Personal Financial Planning Services: Personal financial planning advice including education financing, home buying, estate and retirement planning, savings and investment growth planning. May be structured as ongoing advisory retainer or project-based fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

GSF Group LLC is a Certified Public Accounting firm that delivers tax preparation, business financial consulting, personal financial planning, and technology advisory services. The firm assists small to medium-sized businesses with financing, cost control, accounting system setup, budgets and forecasts, and individual clients with education financing, home purchases, retirement and estate planning, and tax compliance. Services are delivered through direct, personalized advisory engagements led by the Managing Partner.

Product overview

GSF Group operates as a professional services firm offering a unified suite of consulting services rather than a software product platform. The four core service offerings—Business Financial Services, Personal Financial Planning Services, Tax Advisory Services, and Technology Consulting—work together to provide comprehensive financial and business advisory support to small-to-medium sized businesses and individuals. The Technology Consulting service acts as a supplementary offering to support the other advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Financial Services Financial consulting services for small and medium-sized businesses, including assistance in obtaining financing, financial and credit studies, inventory management, cost control, accounting system creation, and budget and forecast development.
• Personal Financial Planning Services Personal financial advisory for individual clients covering education financing, home purchases, estate and retirement planning, loan and credit assistance, and savings and investment growth strategies.
• Tax Advisory Services Tax planning and compliance services including short- and long-term tax liability reduction strategies, tax law compliance assurance, estate and inheritance tax mitigation, and preparation of income tax returns for individuals and corporations.
• Technology Consulting Technology advisory services for business clients including recommendations for accounting and business software, oversight of software installation, and user training to support business operations.

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

Expansion highlights3 records

Direct peers

• Cherry Bekaert: Top-30 U.S. CPA and advisory firm with a strong Southeastern U.S. footprint, offering tax, assurance, and consulting services to middle-market businesses and individuals — directly comparable offerings and SMB focus.
• Kaufman Rossin: One of Florida's largest independent CPA and advisory firms, headquartered in Fort Lauderdale, offering tax, accounting, business consulting, and wealth advisory services to SMBs and high-net-worth individuals in the same South Florida market as GSF Group.
• Berkowitz Pollack Brant: South Florida-based CPA and advisory firm serving closely-held businesses and high-net-worth individuals with tax, assurance, and wealth management services; directly comparable in geography, client profile, and service mix.

Others

• Edward Jones: National personal financial advisory firm with a branch-based model serving individuals and small businesses; provides some overlapping services with GSF Group's personal financial planning practice, though not tax preparation or CPA services.
• Ameriprise Financial: Diversified financial services company providing personal financial planning, investment advisory, and wealth management to individuals — overlapping with GSF Group's personal financial planning offerings but not a direct competitor for tax compliance services.

Broad incumbents

• BDO USA: Top-5 global accounting network with Florida offices, targeting middle-market companies with tax, audit, and consulting services; overlapping capabilities but operating as part of a much larger, internationally diversified portfolio.
• Marcum LLP: Top-15 national accounting firm with significant Florida presence, providing tax, advisory, and audit services to middle-market clients; competes for the same SMB and HNW client base but at substantially greater scale and service breadth.
• Jackson Hewitt: Franchise-based tax preparation network serving individual taxpayers; operates in the same retail tax-preparation market as GSF Group's individual segment but with a mass-market, seasonal model rather than a year-round advisory practice.
• RSM US: Leading mid-market-focused global audit, tax, and consulting firm with U.S. offices including Florida; comparable in serving middle-market businesses with tax and advisory services, but at significantly larger scale.
• H&R Block: Mass-market tax preparation chain with national retail presence; competes for individual and small business tax clients at the lower end of the market GSF Group addresses, but with a retail rather than bespoke advisory model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/gsfgroupcpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 GSF Group