LeShane CPA

What LeShane CPA does

LeShane CPA, P.A. is a tax advisory and consulting firm headquartered at 44 South Dixie Highway in St. Augustine, Florida, operating as a Professional Association under Florida law. Founded by Geoffrey D. LeShane after his CPA licensure in 2012—building on more than 20 years of prior industry experience—the firm runs with a team of five professionals serving business owners, professionals, and high earners across St. Augustine, St. Johns County, and the broader Northeast Florida region.

Name

LeShane CPA

Legal name

LeShane CPA, P.A.

Website

https://leshanecpa.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

St. Augustine, Florida-based tax advisory and consulting firm serving business owners and high earners with integrated tax planning, bookkeeping, business advisory, entity structuring, technology assessment, and personal wealth services across Northeast Florida.

Ownership category

akta.pro rank

Headquarters

HQ city

Saint Augustine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services: Year-round tax planning and strategy services including income/deduction timing, quarterly estimates, entity-level optimization, and retirement plan strategy.
2. Accounting & Bookkeeping: Monthly bookkeeping, reconciliation, financial statement preparation, variance analysis, and KPI tracking for business clients.
3. Business Advisory: Ongoing strategic advisory services including cash flow planning, profitability analysis, growth decisions, hiring/compensation, budgeting, and exit planning.
4. Entity Structure & Setup: LLC, S-Corp, C-Corp formation and restructuring services to evaluate and optimize business entity structure.
5. Personal Financial Services: Tax planning and preparation for complex returns, retirement and investment tax strategy, estate and gift planning, and equity compensation planning for business owners and high earners.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

LeShane CPA is a tax, accounting and advisory firm that provides year-round proactive tax planning, bookkeeping and financial statement preparation, business advisory, entity structure setup, technology assessment, and personal financial services for business owners and high earners. The firm serves clients across Healthcare, Legal, Real Estate, Food & Beverage, Hospitality, Construction, Manufacturing, Professional Services, and Startups in Northeast Florida.

Product overview

LeShane CPA is a tax advisory and consulting firm — not a software product company. It offers a unified suite of six integrated professional services: Entity Structure & Setup (business formation and restructuring), Tax Planning (year-round proactive strategy), Technology Assessment (accounting software and workflow optimization), Business Advisory (ongoing strategic guidance), Bookkeeping & Financial Statements (monthly reconciliation and financial reporting), and Personal Services (coordinated personal tax and wealth planning for business owners and high earners). These services are designed to be used together as a comprehensive advisory relationship, with business and personal finances planned as a single integrated strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning

Quantifiable outcome

• Eliminate months-behind bookkeeping status with monthly reconciled and closed books
• +2 more outcomes

Named customers10 records

Segments4 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

Three partnerships are on record, tiered core and minor.

• Client AttorneyscoreStrategic or Co-development PartnerCoordinates with client attorneys for entity changes, operating agreements, ownership changes, and estate planning. Ensures legal documentation aligns with tax strategy and nothing falls through the cracks.
• Client Financial AdvisorscoreStrategic or Co-development PartnerWorks alongside client financial advisors to align investment strategy with tax strategy. Coordinates retirement distributions, asset positioning, and overall wealth planning across both advisory relationships.
• MBJR CreativeminorOthersDesigned and maintains the firm's website. Listed as designer in footer.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Andersen (formerly Andersen Tax): Global tax and advisory firm with a strong U.S. private-client and business-owner practice covering entity structuring, tax planning, and wealth advisory. Comparable because it competes for the same high-earner and business-owner client profile that LeShane targets, particularly on complex multi-entity planning.
• Eide Bailly: Top-25 U.S. accounting firm providing tax, audit, and advisory to mid-market businesses, with a personal financial services line for owners and high earners. Comparable service mix and client persona.
• Withum: Top-30 U.S. accounting and advisory firm with tax, business advisory, and personal financial planning practices. Comparable due to similar proactive year-round tax planning and integrated advisory model for closely-held businesses.
• Marcum LLP: Top-15 U.S. accounting and advisory firm with strong tax and business advisory practices serving middle-market companies and high-net-worth individuals. Comparable because of overlapping service lines (entity structuring, tax planning, business advisory, personal services).
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm providing tax planning, business advisory, and personal financial services to mid-market businesses and owners. Comparable because the integrated tax + advisory + personal wealth offering mirrors LeShane's service mix, though Cherry Bekaert operates nationally.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm focused on private mid-market businesses, offering tax, advisory, and outsourced accounting. Comparable due to shared focus on owner-led SMBs seeking proactive tax planning and recurring advisory engagements.
• Plante Moran: Large U.S. accounting and advisory firm serving mid-market private businesses with tax, advisory, and personal wealth services. Comparable because both firms emphasize proactive year-round planning over reactive annual filing.

Regional players

• Kaufman Rossin: Florida-headquartered CPA and advisory firm offering tax, accounting, and business advisory to businesses and high-net-worth individuals. Comparable because it serves similar client profiles (business owners, high earners) with an integrated business-plus-personal service model, though at much greater scale than LeShane CPA.
• Rea & Associates: Regional CPA and advisory firm focused on closely-held businesses and their owners, offering tax, accounting, and business advisory. Comparable because of its owner-centric, recurring advisory model similar to LeShane's subscription-style engagements.
• Carr, Riggs & Ingram (CRI): Regional accounting and advisory firm with a substantial Florida footprint offering tax, assurance, and advisory to SMBs and owners. Comparable because it directly competes for the same business-owner and high-earner clients in the Florida market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/leshane-cpa-pa

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 LeShane CPA