What Carney & Associates does

Carney & Associates, LLC is a privately held CPA firm founded in 1978 and headquartered in Wasilla, Alaska, approximately 40 minutes outside Anchorage. The firm provides tax preparation and planning, bookkeeping, payroll processing, business consulting, retirement planning, IRS representation, and QuickBooks training and software installation to individuals and small-to-medium-sized businesses across Southcentral Alaska. Service delivery combines in-person consultations at the Wasilla office with remote capabilities, including GoToMeeting and direct system access, allowing staff to work on client platforms as needed.

The firm operates with a lean team of four listed professionals — CPA Katie Carney, Jenny Daniels, Tabitha Diehl, and Faith Poglitsh — and maintains professional affiliations including AICPA membership and QuickBooks ProAdvisor certification. Its go-to-market model is relationship-driven, relying on personal referrals, a comprehensive Client Library of articles, white papers, videos, and tax calculators, and newsletter-based client engagement. The firm emphasizes a low-pressure, personalized approach and reports an excellent client-retention rate, and is currently operating in a selective intake posture, not actively accepting new clients.

Revenue is generated through professional services fees quoted on a per-engagement basis; pricing is not publicly disclosed and no financial details are available. There is no venture or institutional capital, no M&A activity, no subsidiaries, and no expansion into new geographies or service lines. The firm runs on standard third-party tools (QuickBooks, GoToMeeting, SmartVault) with no proprietary technology platform or AI/ML capabilities disclosed. The business is a stable, traditional Main Street CPA practice serving a regional Alaskan client base.

Name

Carney & Associates

Legal name

Carney & Associates, LLC

Website

https://carneyllc.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

1–10 employees

Short description

Carney & Associates is a privately held CPA firm founded in 1978 in Wasilla, Alaska, providing tax preparation, bookkeeping, payroll, business consulting, and QuickBooks training to individuals and small-to-medium businesses across Southcentral Alaska.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Tax preparation
• Bookkeeping services
• Payroll services
• Business consulting
• Retirement planning

Headquarters

HQ city

Wasilla

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Professional Services: Tax preparation and planning, business consulting, bookkeeping, payroll services, and QuickBooks training. Services are billed at a fair price with a focus on personalized professional excellence.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Carney & Associates is a CPA firm that prepares tax returns, maintains bookkeeping records, processes payroll, and provides business consulting and retirement planning services to individuals and small businesses in Southcentral Alaska. The firm has been operating continuously since its founding in 1978, functioning as a full-service local accounting practice for the regional market.

Product overview

Carney & Associates is a professional services firm providing a comprehensive suite of accounting, tax, and business advisory services to individuals and small to medium-sized businesses in Southcentral Alaska. The firm's core offerings center on tax preparation and planning (individual 1040s through complex partnership and corporation returns), bookkeeping services, payroll processing (full service, quarterly reporting, and year-end), and business consulting. Related services include business entity selection, estate and trust tax preparation, IRS representation, retirement planning, management advisory services, and notary public services. The firm also offers QuickBooks training and software installation, along with accounting software selection and implementation consulting. The Client Library serves as a resource platform providing access to tax resources, educational articles, videos, white papers, FAQs, state-specific information, tax facts, and financial planning calculators.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Preparation of personal and small business tax returns handled by a local CPA firm for individuals and small businesses in Southcentral Alaska.
• Bookkeeping Ongoing recording and reconciliation of financial transactions for small businesses and individuals, delivered by the CPA firm.
• Payroll Services Processing of payroll for small business clients, including calculation, withholding, and filing support.
• Business Consulting Advisory support for small business owners on operational and financial decisions, delivered by the CPA firm.
• Retirement Planning Planning assistance for individuals preparing for retirement, provided as part of the firm's personal financial services.

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

Partnerships

One partnership is on record.

• American Institute of Certified Public Accountants (AICPA)minorOthersFirm displays AICPA membership logo on website, indicating professional affiliation and adherence to AICPA standards and ethical guidelines.

Scale indicators3 records

Recent moves4 records

Expansion highlights2 records

Emerging players

• Bench: Tech-enabled virtual bookkeeping service for small businesses, offering monthly bookkeeping and financial statements. Directly competes with Carney's bookkeeping offering through a software-plus-dedicated-bookkeeper model at lower price points.
• Pilot: Technology-driven bookkeeping, tax, and CFO services for startups and SMBs. Overlaps with Carney's bookkeeping and tax services for a more digitally native client base, representing the type of automated competition pressing traditional firms.
• Intuit QuickBooks Live: Intuit's bundled bookkeeping service pairing QuickBooks software with human bookkeepers for SMBs. Competes with Carney's bookkeeping and QuickBooks training offerings through a vertically integrated software-plus-service model.

Broad incumbents

• RSM US: Mid-market-focused national accounting and advisory firm providing tax, audit, and consulting services to growing businesses. Comparable to Carney's SMB-focused service mix but operating across the U.S. with much deeper resources.
• Eide Bailly: Regional accounting and advisory firm headquartered in the upper Midwest serving SMBs with tax, audit, and consulting. Comparable service offering and SMB focus, but at multi-state regional scale versus Carney's local Alaska model.
• BDO USA: Top-tier national accounting and advisory firm offering tax, bookkeeping, payroll, and consulting to businesses. Provides overlapping capabilities across Carney's full service stack but at significantly larger scale and broader portfolio.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm serving middle-market businesses and individuals with tax, accounting, and advisory services. Directly comparable service categories but operates at much larger scale than Carney.
• Wipfli: Top-20 U.S. accounting and advisory firm focused on small and middle-market businesses, offering tax, accounting, payroll, and consulting. Comparable to Carney's service stack with similar SMB target market.

Direct peers

• Liberty Tax: Franchise-based tax preparation service serving individual taxpayers and small businesses. Comparable overlap with Carney's individual 1040 and small-business tax preparation services.
• H&R Block: National tax preparation chain offering individual and small business tax services. Comparable to Carney's core tax preparation and planning practice, though operating at massive scale with retail offices versus Carney's personalized CPA-led model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

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 Carney & Associates