What Scott Porter does

Scott Porter, CPA is a privately held, owner-operated Certified Public Accounting firm headquartered at 7730 N Union Blvd, Suite 205, Colorado Springs, Colorado. Founded in 2001, the firm provides accounting, tax, and wealth management services to local small and midsized businesses, high net worth individuals and families, and a defined set of industry verticals including real estate investors, architects and engineers, consultants, family-owned businesses, property managers, entrepreneurs, and staffing companies and recruiters. The service catalog spans small business accounting, business consulting, new business advisory, cloud accounting, QuickBooks Desktop and Online implementation and support, tax preparation, tax planning, trust and estate tax services, and wealth preservation and asset management.

The practice is built on third-party cloud accounting technology rather than proprietary platforms. The firm holds dual Intuit QuickBooks ProAdvisor certifications (Desktop and Online), is an AICPA member, is a licensed CPA, and is an authorized IRS e-file provider. Demand generation is driven primarily through the firm website — a tax center with refund tracking and downloadable IRS forms, online financial calculators hosted via CalcXML, a monthly newsletter, and a content library of hundreds of tax and accounting articles — together with a free 15-minute consultation offer as a bottom-of-funnel conversion mechanism.

Revenue is generated entirely through professional service fees on accounting, tax, and wealth management engagements; pricing is quote-based and not publicly disclosed. The firm operates a single local office, distributes services via direct in-person and phone consultations, and has no disclosed funding, external investors, parent company, subsidiaries, or M&A activity. The sole named principal is founder and owner Scott Porter, CPA, and the firm reports 1-10 employees.

Name

Scott Porter

Legal name

Scott Porter, CPA

Website

https://scottportercorp.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Scott Porter, CPA is a privately held, owner-operated CPA firm in Colorado Springs, Colorado providing accounting, tax preparation, tax planning, QuickBooks implementation, and wealth management services to local small and midsized businesses, high net worth individuals, and specialized industry verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Colorado Springs

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. Accounting Services: Financial management solutions for small and midsized businesses including consulting, budgeting, and cloud accounting. Billed as professional service engagements.
2. Tax Services: Tax preparation and proactive tax planning services to minimize liability and maximize income for businesses and individuals. Professional service fees.
3. Wealth Management: Asset management and preservation strategies for high net worth individuals and families. Personalized wealth management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Scott Porter, CPA is a local CPA firm providing professional accounting, bookkeeping, tax, and wealth management services to small and midsized businesses and high net worth individuals in the Colorado Springs area. The firm delivers small business accounting, business consulting, new business advisory, cloud accounting implementation, QuickBooks Desktop and Online services, tax preparation, tax planning, trust and estate tax services, and wealth management as directly-billed professional engagements. The practice is built around a single licensed CPA combining local presence with QuickBooks ProAdvisor certifications and AICPA membership.

Product overview

Scott Porter, CPA is a Colorado Springs-based CPA firm offering a comprehensive suite of accounting and tax services primarily delivered as professional service offerings rather than software products. The firm provides small business accounting, business consulting, new business advisory, cloud accounting, and QuickBooks services (as both a QuickBooks ProAdvisor for Desktop and Online). Tax-related services include tax preparation, tax planning, and trust and estate tax services through a dedicated website. Wealth management services are available for high net worth individuals. The firm also provides educational resources including a content library with articles on various tax and accounting topics, tax calculators via calcxml.com, and a tax center with refund tracking and form resources.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Accounting Financial management solutions for small and midsized businesses including consulting, budgeting, and cloud accounting services delivered as professional engagements.
• Business Consulting Advisory services to help businesses increase profits and reach their financial goals through professional consulting engagements.
• New Business Advisory Expert guidance for newly established businesses on accounting setup and financial planning, targeted at entrepreneurs launching new ventures.
• Cloud Accounting Cloud-based accounting solutions providing flexible and accessible financial management for small and midsized businesses.
• QuickBooks Services Specialized QuickBooks support including setup, training, and ongoing bookkeeping assistance for QuickBooks Desktop and Online platforms, delivered by certified QuickBooks ProAdvisors.
• Tax Preparation Tax return preparation services for businesses and individuals ensuring compliance with federal and state tax regulations.
• Tax Planning Proactive tax planning services to minimize liability and maximize income for businesses and individuals throughout the year.
• Trust and Estate Tax Services Specialized tax services for trusts and estates, managed through a dedicated microsite at cpatrustestate.com for client-facing trust and estate engagements.
• Wealth Management Innovative wealth preservation and asset management strategies for high net worth individuals and families, with personalized planning and tax-aware investing.

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Intuit (QuickBooks)coreTechnology or IntegrationCertified QuickBooks ProAdvisor for both Desktop and Online versions, providing implementation, training, and ongoing support for clients using QuickBooks accounting software.
• Build Your FirmminorGTM or Marketing PartnerWebsite design and marketing services provider for CPA and accounting firms. Responsible for the design of the Scott Porter CPA website.
• Expertise.comminorGTM or Marketing PartnerLocal service marketplace that recognized Scott Porter as a Top Accountant in Colorado Springs, driving visibility and leads.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• Bench: Bench provides outsourced bookkeeping and financial reporting for small businesses using a combination of software and dedicated accountants. Directly comparable to Scott Porter's small business accounting and cloud accounting services, targeting the same SMB segment with a tech-enabled service model.
• Pilot.com: Pilot offers bookkeeping, accounting, and CFO services for startups and small businesses with a focus on technology-forward delivery. Comparable to Scott Porter on small business accounting, advisory, and cloud-based service delivery, though typically serving earlier-stage companies.
• 1-800Accountant: 1-800Accountant provides virtual accounting, tax preparation, and bookkeeping services to small businesses and individuals nationwide. Comparable on small business accounting and tax services, with a virtual rather than local-office delivery model.
• Intuit QuickBooks Live: Intuit's QuickBooks Live pairs small business customers with on-demand bookkeepers inside the QuickBooks platform. Directly comparable to Scott Porter's cloud accounting and QuickBooks service line — and a primary disruptor to traditional CPA bookkeeping relationships.

Broad incumbents

• CliftonLarsonAllen (CLA): CLA is a large US accounting and professional services firm serving private businesses, including many owner-operated and family enterprises. Comparable on small business and family-owned business accounting, though with substantially greater resources and geographic reach.
• H&R Block: H&R Block is a national tax preparation chain offering DIY software and assisted retail tax services for individuals and small businesses. Comparable on the tax preparation and tax planning services Scott Porter provides, but at much greater scale and with a retail/consumer distribution model.
• BDO USA: BDO USA is a large accounting and advisory firm serving middle-market businesses with tax, audit, and consulting services. Comparable on accounting and tax services to mid-sized clients, though at significantly larger scale than Scott Porter.
• CBIZ: CBIZ provides accounting, tax, and business advisory services to small and mid-sized businesses across the US. Comparable on the accounting, tax, and advisory service categories Scott Porter offers, but at much broader geographic and segment scale.
• KPMG US: KPMG is one of the Big Four accounting firms offering audit, tax, and advisory services across all major industries. Comparable on the broader accounting and tax category but operates at an entirely different scale and targets enterprise clients.
• Jackson Hewitt: Jackson Hewitt is a national tax preparation franchise serving individual taxpayers through retail locations. Comparable on consumer and small business tax preparation services, though it does not replicate Scott Porter's full-service accounting and wealth management offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

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 Scott Porter