Bogar & Associates

What Bogar & Associates does

Bogar & Associates, Inc. is a privately held, female-owned boutique accounting and financial services firm headquartered at 505 Old York Road, Ste. 200 in Jenkintown, Pennsylvania, serving small businesses and individuals across the Greater Philadelphia metropolitan area including Montgomery County and Bucks County. The firm was founded in 2013 as Stampone & Associates by Karen Stampone (now Candice Bogar) and was rebranded to Bogar & Associates in 2021 following the founder's personal transition and use of her maiden name. It provides a unified suite of professional services built around three core offerings: Small Business Accounting Services (bookkeeping, financial reporting, tax preparation, and business consulting for SMBs), Tax Services (planning, projections, preparation, and IRS dispute resolution for individuals and businesses), and Certified Divorce Financial Analyst (CDFA) Services (financial data compilation and unemotional decision support for divorce proceedings). Add-on offerings include Senior Money Management, Personal Financial Planning, and Asset Management.

The firm operates a direct, relationship-based go-to-market motion with complimentary initial consultations, phone inquiries, website contact forms, and walk-in office visits; clients engage through direct office consultation rather than partner channels. Pricing is quote-based with no publicly disclosed fee schedule. Technology is limited to standard industry accounting and tax preparation software, with no proprietary platform, mobile app, API, or AI layer in evidence. The firm is led by Candice Bogar, CPA and President, who holds a Cum laude degree from Temple University and CDFA certification, with over 30 years of combined accounting and tax experience representing the primary technical asset.

The business is a single-location, owner-operated Pennsylvania corporation with 1-10 employees and no institutional backing, funding history, or subsidiaries. Marketing runs primarily through an educational blog and organic social channels (Facebook, Twitter, LinkedIn, Pinterest), positioning the firm on female ownership, confidentiality, local expertise, and specialized divorce financial analysis capabilities rather than on scale, technology differentiation, or productized delivery.

Name

Bogar & Associates

Legal name

Bogar & Associates, Inc.

Website

https://bogarassociates.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Bogar & Associates is a female-owned boutique accounting firm in suburban Philadelphia providing bookkeeping, tax planning and preparation, IRS dispute resolution, and Certified Divorce Financial Analyst services to small businesses and individuals in the Greater Philadelphia area.

Ownership category

akta.pro rank

Headquarters

HQ city

Jenkintown

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: Professional accounting services for small businesses and individuals including bookkeeping, financial reporting, and ongoing accounting support. Fees are likely structured as project-based or retainer arrangements determined during initial consultations.
2. Tax Services: Tax planning, preparation, and dispute resolution services for individuals and small businesses. Revenue generated through tax preparation fees, planning project fees, and IRS representation services.
3. Certified Divorce Financial Analyst Services: Specialized financial analysis services for individuals going through divorce proceedings. Provides financial data compilation and informed decision-making support for divorce cases.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Bogar & Associates provides professional accounting, tax, and financial advisory services from its Jenkintown, PA office. The firm delivers small business accounting and bookkeeping, individual and small business tax planning/preparation/dispute resolution, and specialized Certified Divorce Financial Analyst services, supplemented by personal financial planning, senior money management, and asset management offerings.

Product overview

Bogar & Associates is a female-owned, boutique accounting and financial services firm offering a unified suite of professional services centered around small business accounting, tax preparation and planning, and certified divorce financial analysis. The core service offering consists of Small Business Accounting Services, Tax Services (covering planning, preparation, and dispute resolution), and Certified Divorce Financial Analyst Services, supplemented by Senior Money Management, Personal Financial Planning, and Asset Management. The firm positions itself as a full-service financial advisory practice rather than a software product company.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Accounting Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Regional players

• Kreischer Miller: Pennsylvania-based CPA and advisory firm providing tax, accounting, and advisory services to closely held businesses and individuals, mirroring Bogar & Associates' small business and HNW individual focus.
• Herbein + Company: Regional CPA and advisory firm headquartered in Pennsylvania serving small businesses and individuals with accounting, tax, and financial services — same core offerings and adjacent geography as Bogar & Associates.
• Boyer & Ritter: Central Pennsylvania-based CPA firm offering tax, audit, and accounting services to small businesses and individuals — comparable service mix and small-business client base.

Direct peers

• Anders CPA: Regional CPA and advisory firm offering tax, accounting, and wealth advisory services to small businesses and individuals — comparable in service mix and mid-market client base.
• Drucker & Scaccetti: Philadelphia-area tax and accounting firm specializing in personal tax planning, small business taxation, and divorce financial analysis — a near direct competitor in the same niche and geography.
• Rea & Associates: Mid-sized regional CPA firm serving small businesses and individuals with accounting, tax, and advisory services — directly comparable in service mix and client profile.

Broad incumbents

• Withum: Major mid-Atlantic CPA and advisory firm providing tax, accounting, and personal financial planning services — comparable offerings tailored to small businesses and individuals in the region.
• Marcum LLP: Top-tier national CPA firm offering tax, accounting, and advisory services to small businesses and individuals — overlapping offerings but much larger scale and broader geographic reach.
• BDO USA: Global accounting and advisory network with dedicated small business and personal tax services — competes with Bogar & Associates for individual and small business clients, especially those who later outgrow a boutique firm.
• LBMC: Large regional CPA and business advisory firm offering tax, accounting, and wealth advisory services to small businesses and individuals — broader scale but overlapping service portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/bogarassociates
• Xtwitter.com/intent/tweet?url=https%3A%2F%2Fbogarassociates.com%2F
• LinkedInlinkedin.com/shareArticle?mini=true&source=Bogar+%26amp%3B+Associates
• Pinterestpinterest.com/pin/create/link/?description=&url=https%3A%2F%2Fbogarassociates.com%2F

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 Bogar & Associates