Dreher Martin CPAs

What Dreher Martin CPAs does

Dreher Martin CPAs, P.A. is a privately-held Certified Public Accounting firm headquartered in Raleigh, North Carolina with a second office in Punta Gorda, Florida. The firm provides a full suite of professional accounting, tax, and audit services to three core customer segments: individuals, small to medium-sized businesses, and non-profit organizations. Its service portfolio spans personal and business tax planning and compliance (Forms 1040, 1065, 1120, 1120S, 990, 990-PF, 990-T, plus trusts and estates), audit and assurance (financial statement audits, Yellow Book government audits, employee benefit plan audits, reviews, compilations, agreed-upon procedures, and forecasts/projections), and supporting bookkeeping with QuickBooks setup and ongoing support. The firm is led by Partners Doug Dreher and Susan Martin, both NC-CPA licensed, with Senior Audit Manager Beth Tilley, CPA and Senior Tax Manager Brooke Baker, CPA in senior leadership, supported by a team of associates and staff accountants. The firm maintains active memberships in the AICPA, NCACPA, Florida Institute of CPAs, and the North Raleigh Chamber of Commerce. The firm evolved from earlier entities Gospodarek, C.P.A., P.A. and Gospodarek & Dreher, C.P.A., P.A. following Susan Martin's January 2013 arrival as co-naming partner.

The firm operates a traditional professional services model with individually negotiated fees per engagement and no publicly disclosed standardized pricing. Its go-to-market is relationship-led, emphasizing multi-year client engagements and year-round advisory beyond seasonal tax preparation, supported by a content marketing blog, periodic email newsletter, and a 24/7 client portal for document exchange. The firm has a single disclosed commercial partnership (Harbor Compliance, February 2024) through which it resells BOI reporting services to clients needing Corporate Transparency Act compliance. There is no proprietary technology platform, no APIs or SDKs, no disclosed AI/ML capabilities, no external funding, no parent company, and no subsidiaries. Geographic reach is regional (Southeast US), with service delivery through the Raleigh and Punta Gorda offices plus remote client work.

Revenue is derived entirely from professional service fees across three streams: Tax Planning & Compliance, Audit & Assurance, and Bookkeeping. Customer relationships are predominantly long-tenured (testimonials cite 20+ years), with named clients across SMB and specialized-industry categories. The firm retains small headcount (1-10 personnel per firmographic record), operates as a Professional Association under North Carolina jurisdiction, and is independently owned by its named partners with no institutional investor ownership disclosed.

Name

Dreher Martin CPAs

Legal name

Dreher Martin CPAs, P.A.

Website

https://drehermartin.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Dreher Martin CPAs is a private regional CPA firm headquartered in Raleigh, NC with a second office in Punta Gorda, FL, providing tax planning and compliance, audit and assurance, and bookkeeping services to individuals, small to medium-sized businesses, and non-profit organizations across the Southeast US.

Ownership category

akta.pro rank

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning & Compliance Services: Professional services revenue derived from tax planning, tax preparation, and compliance services for individuals, businesses, and non-profit organizations. Services include Form 1040 filing, business tax returns (Form 1065, 1120, 1120S), and specialized filings for trusts and estates.
2. Audit & Assurance Services: Financial statement audits, government (Yellow Book) audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and financial forecasts/projections for business and non-profit clients.
3. Bookkeeping Services: Supporting bookkeeping services for business clients, including QuickBooks setup and ongoing support.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Dreher Martin CPAs is a regional Certified Public Accounting firm providing tax planning and compliance, audit and assurance, and bookkeeping services to individuals, small to medium-sized businesses, and non-profit organizations. The firm operates from offices in Raleigh, NC and Punta Gorda, FL, delivering year-round professional accounting services that combine large-firm technical expertise with small-firm personal relationships.

Product overview

Dreher Martin CPAs is a regional accounting firm offering a comprehensive suite of accounting, tax, and audit services. The firm operates two core service lines: Tax Planning & Compliance (covering individual, business, and non-profit tax services with Form 1040/1065/1120/1120S/990 filings, trusts & estates, and bookkeeping) and Audit & Assurance (including financial statement audits, government Yellow Book audits, employee benefit plan audits, reviews, compilations, and agreed-upon procedures). The firm serves individuals and small to medium-sized businesses across North Carolina and Florida.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Compliance Comprehensive tax planning and compliance services for individuals, businesses (S-Corporations, Partnerships, C-Corps via Forms 1065, 1120, 1120S), non-profit organizations (Forms 990, 990-PF, 990-T), and trusts and estates, with proactive strategies to reduce tax burden and ensure regulatory compliance.
• Audit & Assurance Audit and assurance engagements including financial statement audits, government (Yellow Book) audits, employee benefit plan audits, reviews, compilations, agreed-upon procedures, and financial forecasts and projections for business and non-profit clients.
• Bookkeeping Services Ongoing bookkeeping support for business clients including QuickBooks setup, maintenance, and ongoing support to maintain accurate financial records.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Harbor ComplianceminorStrategic or Co-development Partner · 1 February 2024Dreher Martin CPAs has partnered with Harbor Compliance to offer Beneficial Ownership Information (BOI) reporting services to clients. The partnership provides a simplified filing experience through Harbor Compliance's platform at a fee of $199 annually per entity. This is a value-added service offering for clients needing BOI compliance assistance.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Others

• Harbor Compliance: Compliance services platform partner that enables Dreher Martin to offer BOI reporting services to clients. Not a competitor but an enabling ecosystem partner illustrating the firm's channel-based service expansion approach.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving middle-market and SMB clients with comprehensive tax, audit, and advisory services including non-profit specialization. Highly comparable service portfolio with comparable non-profit and Yellow Book audit capabilities.
• RSM US: Global mid-market accounting firm providing audit, tax, and consulting services to middle-market businesses. Comparable target customer segment (SMBs and owner-managed businesses) and audit/tax service mix.
• Withum: Mid-Atlantic and Southeast-focused CPA and advisory firm serving SMBs, non-profits, and government entities with tax, audit, and consulting services. Comparable in non-profit and SMB service orientation and geographic overlap in the Southeast.
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm offering tax, audit, and advisory services to SMBs and middle-market clients. Comparable in service mix (tax, audit, non-profit) though significantly larger and more geographically distributed than Dreher Martin.
• BDO USA: Top-10 U.S. accounting firm offering tax, audit, and advisory across multiple industries including non-profits. Overlapping service lines and SMB/middle-market client base, though considerably larger scale.
• Forvis (formerly DHG): Top-8 U.S. accounting firm resulting from merger of Dixon Hughes Goodman and BKD, serving middle-market clients with tax, audit, and advisory services. Direct overlap with Dreher Martin's SMB and non-profit audit capabilities.

Direct peers

• Keiter: Mid-Atlantic CPA and advisory firm providing tax, audit, and consulting to businesses, non-profits, and individuals. Similar regional positioning, non-profit specialization, and SMB client focus.
• Grassi & Co. Mid-sized regional CPA and advisory firm serving closely-held businesses, non-profits, and individuals with tax, audit, and consulting services. Closely comparable in size range, service breadth, and SMB-focused relationship-driven model.
• Councilor, Buchanan & Mitchell (CBM): Mid-Atlantic regional CPA firm offering tax, audit, and advisory to businesses, non-profits, and individuals. Similar firm profile, vertical mix (including non-profit and government audit), and relationship-based service delivery.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/drehermartin
• LinkedInlinkedin.com/company/dreher-martin-cpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Dreher Martin CPAs