Green & Associates

What Green & Associates does

Green & Associates CPA, LLC is a privately held, Florida-based certified public accounting firm founded in October 2013 by Gregory C. Green, CPA, and headquartered at 101 Riverfront Blvd., Suite 520, Bradenton, Florida. The firm provides tax compliance and consulting, monthly bookkeeping and reconciliations, payroll tax filing, 1099 reporting, retirement and succession planning, cost segregation studies, and multistate tax services. Its core technology stack consists of QuickBooks Online (held at Pro-Advisor certification level) for client bookkeeping and ShareFile for secure client document exchange; no proprietary software, AI systems, or APIs are developed in-house.

The firm's revenue model is professional services on a quote-based, multi-year engagement basis, with a mix of episodic tax compliance work and recurring monthly bookkeeping. It targets three primary verticals: real estate (apartment, residential, hotel/hospitality, and commercial developers; land investors), small business owners (professional, healthcare, manufacturing, and technology SMBs), and healthcare practices. The senior CPAs carry 60+ years of combined experience at Big Four firms, primarily Ernst & Young, which is the firm's primary differentiator against other small regional practices.

Go-to-market is sales-led and referral-driven, leveraging active participation in 10+ professional associations (AICPA, FICPA, TSCPA, Gulf Coast Builder Exchange, Manatee Chamber of Commerce, Lakewood Ranch Business Alliance, Gulf Coast CEO Forum, Anna Maria Island Chamber, YMCA, Better Business Council). The team comprises four named professionals — Managing Member Gregory C. Green, Senior Accountant Philip Stanley, Staff Accountant Julia Garcia, and Office Manager Shelley Kiger — with no disclosed funding, M&A activity, outside investors, or product launches.

Name

Green & Associates

Legal name

Green & Associates CPA, LLC

Website

https://ggreencpas.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Green & Associates CPA, LLC is a 4-person Bradenton, Florida accounting firm founded in 2013 that provides tax compliance and consulting, bookkeeping, and cost segregation studies primarily to real estate developers, small businesses, and healthcare practices in the Florida Gulf Coast region.

Ownership category

akta.pro rank

Headquarters

HQ city

Bradenton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Compliance & Consulting Services: Ongoing tax compliance and consulting engagements for individuals and businesses, including tax return preparation, planning, and multistate reporting
2. Accounting & Bookkeeping Services: Monthly bookkeeping, reconciliations, payroll tax filing, and 1099 reporting services provided on a recurring basis

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Green & Associates CPA, LLC provides tax compliance and consulting services together with monthly accounting and bookkeeping services for real estate, small business, and healthcare clients. Core work includes tax return preparation, tax planning, payroll tax filing, 1099 reporting, QuickBooks Online bookkeeping, and real estate-specific services such as partnership allocations, multistate reporting, and cost segregation studies. Services are delivered by senior CPAs with Big Four backgrounds to individuals and businesses primarily in Florida.

Product overview

Green & Associates offers a unified suite of accounting and tax services centered on two core offerings: Tax Compliance & Consulting and Accounting Services. The firm specializes in industry verticals including Real Estate and Small Business, providing specialized services such as flow-through reporting, partnership allocations, cost segregation studies, and multistate reporting. QuickBooks Online bookkeeping support is offered as part of the accounting service, with specialized assistance for businesses at different growth stages from start-ups through succession planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Compliance & Consulting Ongoing tax compliance and consulting services for individuals and businesses, covering tax return preparation, tax planning, multistate reporting, partnership and flow-through reporting, cost segregation studies for real estate clients, and general tax advisory. Delivered by senior CPAs with Big Four backgrounds to real estate, small business, and healthcare clients.
• Accounting & Bookkeeping Services Recurring monthly bookkeeping and reconciliations, QuickBooks Online setup and management, payroll tax filing, and 1099 reporting for small business clients lacking internal finance staff. Provided by QuickBooks Online Pro-Advisor certified staff.

Named customers6 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

Integration1 record

Feature2 records

Partnerships

Eleven partnerships are on record, tiered minor.

• American Institute of Certified Public Accountants (AICPA)minorOthersProfessional membership organization for CPAs; Gregory Green is a member
• Florida Institute of Certified Public Accountants (FICPA)minorOthersState professional organization for CPAs in Florida; Philip Stanley and Gregory Green are members
• Texas Society of Certified Public Accountants (TSCPA)minorOthersState professional organization for CPAs in Texas; Gregory Green holds Texas CPA license and is a member
• Gulf Coast Builder ExchangeminorOthersConstruction and real estate industry association serving the Gulf Coast; Gregory Green serves on Legislative Committee
• Gulf Coast CEO ForumminorOthersNetworking forum for CEOs in the Gulf Coast region; Gregory Green is a former Board Member/Treasurer
• Manatee Chamber of CommerceminorOthersLocal chamber of commerce for Manatee County; Gregory Green served on Board of Directors in 2013 and chaired the Downtown Redevelopment Committee and Legislative Committee
• Lakewood Ranch Business AllianceminorOthersBusiness networking and advocacy organization; Gregory Green serves on Government Affairs Committee
• Anna Maria Island Chamber of CommerceminorOthersLocal chamber of commerce for Anna Maria Island area
• YMCA of Southwest FloridaminorOthersCommunity organization supporting health and wellness programs
• Better Business CouncilminorOthersOrganization promoting ethical business practices
• Ernst & YoungminorOthersFormer employer of Gregory Green (1983-2002) and Philip Stanley (1989-2003) at partner and senior manager levels; provides credentialing background for firm expertise

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Bench.co: Tech-enabled bookkeeping and accounting service for small businesses. Compares to Green & Associates on the recurring bookkeeping/payroll/financial-reporting side of the business, representing a digitally-native alternative model.
• Pilot.com: Tech-enabled accounting, tax, and bookkeeping service targeting small businesses and startups. Comparable on the small-business accounting/bookkeeping/tax recurring service model, with a digitally-native delivery approach.

Direct peers

• PDR CPAs + Advisors: Florida-based CPA firm with real estate, construction, healthcare, and small business practice groups. Comparable industry specialization and Gulf Coast/Sunbelt client base.
• Daszkal Bolton LLP: Boca Raton-based Florida CPA and advisory firm serving closely-held businesses, real estate, and professional services. Similar vertical mix and Florida regional orientation.
• Rivero, Gordimer & Company, CPAs: Tampa-based Florida CPA firm serving small and mid-sized businesses with tax, audit, and advisory services. Comparable regional Florida footprint, SMB focus, and full-service CPA offerings.
• Markham Norton Mosteller Wright & Co. Florida-based (Fort Myers/Naples) mid-size CPA firm with real estate, healthcare, and small business practice groups. Closely comparable industry verticals and regional Florida Gulf Coast presence.
• Shinn & Company LLC: Florida-based CPA firm where founder Gregory Green worked as Tax Partner/Shareholder from 2002-2013 before founding Green & Associates. Similar size, regional Florida focus, and tax/real estate client mix make it a direct comparable.

Broad incumbents

• Cherry Bekaert LLP: Top-30 U.S. accounting and advisory firm with a strong Florida (Tampa) presence serving real estate, healthcare, and small-business clients. Larger incumbent offering broader services but overlapping client verticals.
• Carr, Riggs & Ingram (CRI): Top-25 U.S. accounting firm with significant Florida operations serving real estate, construction, healthcare, and small businesses. Larger incumbent in the same regional market and verticals.
• Withum: Top-30 U.S. accounting and advisory firm with a Florida presence, real estate practice, and small business services. Overlaps with Green & Associates' vertical specialization but at significantly larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Green & Associates