Ap Group

Accounting & Tax Servicesapcpagroup.com

AP Group Inc is a privately held boutique CPA firm in Folsom, California, specializing in audit, tax, review, compilation, and accounting services for the real estate and construction industries, while also serving manufacturing, technology, professional services, and retail clients in the greater Sacramento area.

Company typePrivate
Founded2016
HeadquartersFolsom, United States
Headcount11–50
GTM typeB2B
OfferingServices

What Ap Group does

AP Group Inc is a privately held, boutique CPA firm headquartered at 950 Glenn Drive, Suite 125, Folsom, California. Founded in 2016 and operating with approximately 16-17 staff including six partners (Angie Papendick, Shannon Brogden, Jackie Woolley, Emilee Bundesen, Shawn Weston, and Jared Dong, with an additional partner Melissa Kay), the firm provides a full range of audit, review, compilation, tax, and accounting services. Its specialization is in the real estate and construction industries, with additional client work across manufacturing, technology, professional services, and retail sectors. The firm describes itself as serving the greater Sacramento area and beyond.

The firm's revenue model is professional-services fees billed against tailored engagements, with quote-based pricing and free initial consultations. Services are delivered through direct client engagement from a single Folsom office, supplemented by content marketing via an articles library, Facebook, LinkedIn, and direct email communication. The firm maintains active affiliations with AICPA, CalCPA, CFMA, CMAA, and ACRE, which anchor its credibility in both the broader accounting profession and the construction industry specifically. There is no proprietary technology product, no software platform, and no disclosed external funding or institutional ownership; the firm is partner-owned.

The technology underlying the practice is described generically as a 'professional accounting and tax services technology platform' with no proprietary features, integrations, or APIs. Distribution is purely direct sales (field/enterprise style engagements) with no channel partners or resellers. The firm has no public ticker, no SEC filings, and no disclosed financials, consistent with a small privately held professional services partnership.

Ap Group firmographics

Firmographics

Name: Ap Group
Legal name: AP Group Inc
Website: https://apcpagroup.com
Company type: Private
Founded year: 2016
Operating status: Operating
Headcount range: 11–50 employees
Short description: AP Group Inc is a privately held boutique CPA firm in Folsom, California, specializing in audit, tax, review, compilation, and accounting services for the real estate and construction industries, while also serving manufacturing, technology, professional services, and retail clients in the greater Sacramento area.
Ownership category
akta.pro rank

Where Ap Group is headquartered

Location

Headquarters

HQ city: Folsom
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Ap Group business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Professional Services Revenue: Full range of audit, review, compilation, tax, and accounting services. Revenue generated through professional service fees for tax preparation, audit services, review services, compilation services, and ongoing accounting support. Services tailored to individual client needs with free consultations offered.

Pricing tiers

Model	Billing	Price
Other	Other	Custom professional services pricing based on client needs

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Ap Group product offering

Product offering

Core offering

AP Group Inc is a boutique CPA firm that provides audit, review, compilation, tax, and accounting services. It specializes in serving real estate and construction industry clients, while also extending its services to manufacturing, technology, professional services, and retail businesses in the greater Sacramento area and beyond. Engagements are tailored to each client's needs, with free initial consultations offered to prospective clients.

Product overview

AP Group Inc is a boutique CPA (Certified Public Accounting) firm that provides traditional accounting and financial services rather than a technology product portfolio. The firm offers a range of audit, review, compilation, tax, and accounting services, with specialized focus on real estate and construction industries, while also serving clients across manufacturing, technology, professional services, and retail sectors. There are no distinct branded software products, modules, or technology offerings associated with this firm — only professional service offerings.

Differentiator

Problem solved

Functional benefit

Products and services

Audit, Review, and Compilation Services

Companies that use Ap Group

Customer profile

Segments5 records

Ideal customer profiles2 records

Ap Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Ap Group partnerships and signals

Strategic signal

Partnerships

Five partnerships are on record, tiered moderate and core.

ACREmoderateOthersAssociation for Corporate Responsibility and Ethics - AP Group is proud to be associated with this organization through active community involvement.
AICPAcoreOthersAmerican Institute of Certified Public Accountants - Primary professional membership association for CPAs, providing standards, guidance, and professional development resources.
California Society of CPAs (CalCPA)coreOthersState-level professional association for CPAs in California, providing advocacy, education, and networking opportunities for accounting professionals.
CFMA (Construction Financial Management Association)coreOthersConstruction-specific financial management association - aligns with AP Group's specialization in construction industry accounting services.
CMAA (Construction Management Association of America)moderateOthersConstruction management professional association supporting the construction industry with resources and networking for professionals.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Ap Group competitors and assessment

Company assessment

Broad incumbents

Crowe LLP: Top-10 U.S. public accounting and consulting firm with a dedicated Construction & Real Estate practice. Comparable to AP Group's industry specialization and full-service accounting offerings, though Crowe serves larger national accounts.
CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with industry-focused practices including real estate and construction. Comparable to AP Group's service offering and industry mix, but operates at national scale and competes for larger engagements.
BDO USA: Global accounting network's U.S. member firm with real estate and construction industry groups. Comparable to AP Group's core service lines and industry specialization, but at significantly larger scale and broader geographic reach.
Marcum LLP: Top-20 national accounting and advisory firm with a notable construction practice. Comparable to AP Group's audit, tax, and advisory work for construction and real estate clients, though Marcum serves a broader and larger client base.
Plante Moran: Large U.S. accounting and advisory firm serving real estate and construction clients with audit, tax, and consulting services. Comparable to AP Group's industry focus and service mix, particularly for privately-held mid-market clients.
Moss Adams: Large West Coast-based CPA and advisory firm with construction and real estate industry practices that overlap with AP Group's focus. Serves larger and more complex clients but competes for the same mid-market construction and real estate engagements in California.

Direct peers

Wipfli: Top-25 U.S. accounting and advisory firm with a dedicated Construction & Real Estate practice serving contractors, developers, and owners. Directly comparable to AP Group's industry focus and full-service accounting, tax, and advisory offerings.
Cherry Bekaert: National CPA firm with a Construction & Real Estate practice providing audit, tax, and advisory services. Comparable to AP Group in industry specialization, service mix, and target mid-market client profile.
Eide Bailly: Top-25 U.S. CPA and advisory firm with a dedicated construction and real estate practice. Comparable to AP Group because it serves similar contractor, developer, and real estate clients with audit, tax, and advisory services, though at meaningfully larger scale.
Withum: National CPA and advisory firm with a well-known real estate and construction industry group. Directly comparable to AP Group's core service mix (audit, tax, advisory for real estate and construction clients) and its vertical-specialization positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Ap Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Ap Group leadership team

Management profile

Number of profiles

Profiles7 records

Ap Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Ap Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ap Group

What does Ap Group do?

Is Ap Group a public or private company?

Ap Group is a private company. It is classified as management employee owned and is currently operating.

When was Ap Group founded?

Ap Group was founded in 2016. It employs 11 to 50 people.

Where is Ap Group based?

Ap Group is headquartered in Folsom, United States, in the North America region.

How does Ap Group make money?

One revenue line is on record: professional Services Revenue.

Who are Ap Group's main competitors?

Broad incumbents on record are Crowe LLP, CliftonLarsonAllen (CLA), BDO USA, Marcum LLP, Plante Moran and Moss Adams. Direct peers are Wipfli, Cherry Bekaert, Eide Bailly and Withum.

Does Ap Group have an API?

No public API is recorded for Ap Group.