Logan Graham & Conner Accountants

What Logan Graham & Conner Accountants does

Logan Graham & Conner Accountants, now operating as Level CPA and Advisors P.C., is a privately-held professional services CPA firm headquartered at 135 S Independence Street, Tipton, Indiana. Founded in 1978 and operating as a professional corporation, the firm delivers a unified suite of five service lines: Client Advisory Services (CAS) positioned as the lead offering, Tax Services, Business Valuations, Accounting Services, and Bookkeeping & Payroll. The client base spans four horizontal segments — small businesses, farm and agricultural operations, individuals, and corporations/trusts/estates — with farm work explicitly framed around fifth-generation operators and multi-generational estate planning.

The firm's underlying technology stack is minimal: a branded SmartVault secure client portal (level.smartvault.com) handles document exchange, and the public-facing site (level-cpa.com) functions as a lead-generation and service-description channel. There is no proprietary software, no mobile application, and no API surface; the firm operates as a labor-intensive professional services practice rather than a tech-enabled platform.

Commercially, the firm runs a relationship-based, sales-led GTM targeting local Tipton clients and, more recently, metropolitan clients who prefer non-metro pricing. Revenue is generated through hourly and fixed-fee professional services engagements (tax compliance, recurring CAS, periodic business valuations, and ongoing bookkeeping/payroll). In 2024 the firm rebranded from Logan, Graham and Conner to Level CPA and Advisors P.C. while preserving the same ownership, leadership, and team, signaling a positioning refresh rather than a structural or scale event.

Name

Logan Graham & Conner Accountants

Legal name

Level CPA and Advisors P.C.

Website

https://lgcaccounting.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

1–10 employees

Short description

Level CPA and Advisors P.C. (formerly Logan, Graham and Conner) is a Tipton, Indiana-based CPA firm offering tax, advisory, business valuation, accounting, and bookkeeping/payroll services to small businesses, farms, individuals, and corporations and trusts.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF)

Keywords

• Accounting services
• Tax preparation
• Bookkeeping payroll
• Business valuation
• Client advisory services

Headquarters

HQ city

Tipton

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, Others

Revenue model

1. Professional Accounting Services: Billing for accounting, bookkeeping, tax preparation, and advisory services. Professional services firm revenue typically structured as hourly fees or fixed-price engagements for ongoing client relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Level CPA and Advisors P.C. (formerly Logan, Graham and Conner) provides professional accounting and advisory services to small businesses, farms, individuals, and corporations/trusts/estates from its Tipton, Indiana office. Core offerings include Client Advisory Services (CAS), Tax Services, Business Valuations, Accounting Services, and Bookkeeping & Payroll, all delivered through direct client engagement supported by a secure document portal.

Product overview

Level CPA and Advisors PC (formerly Logan, Graham and Conner) offers a unified suite of professional accounting and advisory services for individuals and businesses. The core offering spans five integrated service lines: Client Advisory Services (CAS) as the primary strategic offering, complemented by Tax Services, Business Valuations, Accounting Services, and Bookkeeping & Payroll. The firm serves diverse client segments including small businesses, farms and agriculture operations, individuals, and corporations/trusts/estates. A secure client portal (SmartVault) is provided for client document access.

Differentiator

Problem solved

Functional benefit

Products and services

• Client Advisory Services (CAS) Strategic financial advisory and consultation services providing clients with forward-looking guidance to support business and personal financial decision-making. Targeted at the firm's full client base across small business, agriculture, individual, and corporate/trust/estate segments.
• Tax Services Tax preparation and planning services focused on maximizing financial benefits while minimizing tax risk, delivered to individuals, small businesses, farms, and corporate/trust/estate clients.
• Business Valuations Professional business valuation services providing in-depth analysis beyond simple bottom-line metrics, intended for business owners, buyers, sellers, and succession planning situations.
• Accounting Services Foundation accounting services designed to support business success through solid financial infrastructure, serving small businesses, farms, and corporate clients.
• Bookkeeping & Payroll Back-office financial operations services covering ongoing bookkeeping and payroll processing for small businesses and other clients seeking to outsource routine financial administration.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• BDO USA: Global mid-market accounting firm with full-service offerings (tax, advisory, valuations, bookkeeping) targeting privately held businesses and high-net-worth individuals.
• Wipfli: Large mid-market CPA and advisory firm with active small-firm acquisition strategy and overlapping CAS/tax/bookkeeping offering targeting closely held businesses and ag-related entities.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving SMBs, agribusiness, and individuals with the same service-line mix (CAS, tax, valuations, bookkeeping) at substantially greater scale; a likely acquirer and structural competitor.
• RSM US: Major mid-market accounting and advisory firm offering tax, CAS, valuations, and bookkeeping — competes for the same growing-SMB segment the firm serves.

Direct peers

• H&R Block: National tax preparation retailer and digital tax product company that competes directly with the firm's individual and small-business tax preparation services, often at lower price points.
• Anders CPAs + Advisors: Mid-size full-service CPA and advisory firm offering tax, CAS, business valuations, and bookkeeping to closely held businesses and individuals — similar diversified service suite and SMB/individual client mix.
• Pinion Global: Pinion is a CPA and advisory firm specializing in agricultural and rural-business accounting — directly comparable to Logan Graham & Conner's farm/ag niche and full-service CAS, tax, and valuation offering.
• KCoe Isom (now Pinion): Historical name for the agricultural-CPA firm now operating as Pinion; included as a near-identical farm-accounting specialist with multi-generational farm client base.

Emerging players

• Bench: Tech-enabled monthly bookkeeping service for small businesses; represents the software-first delivery model threatening traditional CPA firms' bookkeeping revenue.
• Pilot: Tech-enabled bookkeeping and accounting firm for SMBs; competes for the same small-business bookkeeping and accounting engagements through a software-first delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Logan Graham & Conner Accountants