Accountancy

What Accountancy does

Accountancy+ LLC is a Hawaii-based professional services firm delivering accounting, tax, advisory, and financial management services to three defined client segments: start-up businesses, established companies facing managerial accounting challenges, and high-net-worth families requiring family home office support. The firm's service portfolio spans Tax Advisory, Tax Preparation, Financial Accounting, Outsourced CFO, Family Home Office, Start-up Business, and Managerial Accounting services. The company combines financial management and tax expertise under a single firm brand, positioning itself as a unified point of contact for clients with diverse financial needs.

The firm operates without proprietary technology products, delivering all services through direct professional engagement by credentialed staff. Accountancy+ LLC holds membership in the American Institute of Certified Public Accountants and the Hawaii Society of Certified Public Accountants, indicating its professionals meet recognized credentialing and continuing education standards. The firm's digital presence is limited to a basic WordPress-based website with informational content; there is no mobile app, no disclosed API, no third-party integrations, and no AI or automation tooling referenced.

Accountancy+ LLC is structured as a privately held LLC with no disclosed institutional investors, parent entities, or external equity backing. Revenue is generated through professional services billing, with engagement pricing customized based on client scope, complexity, and requirements — no standardized pricing or subscription model is published. The firm employs a sales-led go-to-market motion, reaching clients through direct engagement rather than channel partnerships, paid acquisition, or self-service channels. Geographic operations appear concentrated in Hawaii, with no stated multi-jurisdiction or international footprint.

Name

Accountancy

Legal name

Accountancy+ LLC

Website

https://accountancy-plus.com

Company type

Private

Operating status

Operating

Short description

Accountancy+ LLC is a Hawaii-based professional services firm providing tax, accounting, advisory, outsourced CFO, and family home office services to start-ups, businesses with managerial accounting challenges, and high-net-worth families, delivered through direct engagement by credentialed CPAs.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Trusts, Estates, and Agency Accounts (525920)

akta.pro industry

PRIMARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHABAF

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAAANAF

Trust Administration & Fiduciary Accounting Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAAADAF

Estate Planning, Trust Structuring & Governance

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Accounting services
• Tax preparation services
• Outsourced CFO services
• Family office accounting
• Bookkeeping and advisory

Headquarters

HQ city

Honolulu

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 Services Revenue: Revenue generated through delivery of professional accounting, tax preparation, advisory, and outsourced CFO services. Services billed based on engagement scope and complexity.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Accountancy+ LLC is a Hawaii-based CPA firm that delivers professional accounting, tax, and advisory services, including Tax Advisory, Tax Preparation, Financial Accounting (bookkeeping and financial statements), Outsourced CFO, Family Home Office, Start-up Business, and Managerial Accounting services. The firm combines financial management and tax expertise under one provider to address the unique needs of start-ups, businesses with managerial accounting challenges, and high-net-worth family office clients.

Product overview

Accountancy+ LLC is a professional services firm offering a unified portfolio of accounting, advisory, and tax-related services. The company provides Tax Advisory Services, Tax Preparation Services, Financial Accounting Services, Outsourced CFO Services, Family Home Office Services, and specialized services for start-up businesses and companies facing managerial accounting challenges. All services are delivered by certified public accountants combining financial management and tax expertise to assist clients in meeting their objectives.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Services Professional tax advisory services providing strategic guidance on tax planning, compliance, and optimization for individuals and businesses.
• Tax Preparation Services Comprehensive tax return preparation services ensuring accurate and timely filing for individuals and businesses.
• Financial Accounting Services Financial accounting services including bookkeeping, financial statement preparation, and ongoing accounting support for businesses.
• Outsourced CFO Services Virtual Chief Financial Officer services providing senior financial leadership, strategic planning, and financial management expertise to businesses.
• Family Home Office Services Specialized financial management and accounting services tailored for family offices and high-net-worth individuals, including bill pay, record keeping, financial planning, investment oversight, and tax optimization.
• Start-up Business Services Accounting and financial advisory services designed specifically for start-up businesses, including formation accounting, financial statement preparation, and growth planning.
• Managerial Accounting Services Managerial accounting solutions for businesses facing accounting challenges, including cost analysis, budgeting, and financial reporting.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• American Institute of Certified Public AccountantsminorOthersProfessional membership organization providing credentialing, standards, and continuing education for accounting professionals. Membership indicates professional standing and access to resources.
• Hawaii Society of Certified Public AccountantsminorOthersState-level professional association for CPAs in Hawaii. Membership provides local networking, compliance resources, and professional development specific to Hawaii regulatory environment.

Recent moves3 records

Expansion highlights2 records

Broad incumbents

• Plante Moran: Major U.S. mid-market accounting and advisory firm providing tax, audit, outsourced CFO, and wealth advisory services to middle-market businesses and HNW families. Comparable across Accountancy+'s full service portfolio.
• Withum: Top-30 U.S. accounting and advisory firm providing tax, audit, outsourced CFO, and wealth services to privately held businesses and family offices. Comparable across Accountancy+'s full practice mix.
• BDO USA: Large global accounting and advisory network offering tax, accounting, outsourced CFO, and family-office services. Comparable because it targets the same broad professional services menu Accountancy+ delivers, but at significantly greater scale and geographic reach.
• Eide Bailly: Regional U.S. accounting and advisory firm delivering tax, audit, outsourced CFO, and family-office services. Comparable to Accountancy+ in serving growth-stage businesses and privately held HNW clients.
• Wipfli: Top-20 U.S. accounting and consulting firm serving middle-market companies with tax, accounting, advisory, and outsourced finance services. Comparable to Accountancy+ across tax, accounting, and fractional CFO offerings.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm focused on private businesses, family offices, and start-ups, providing tax, audit, wealth advisory, and outsourced CFO services. Closely overlaps Accountancy+'s customer segmentation and service mix.
• Marcum LLP: Top-15 U.S. accounting firm offering tax, advisory, and family-office services to middle-market and HNW clients. Comparable given its similar emphasis on family-office and outsourced finance engagements.
• Moss Adams: Major U.S. accounting and consulting firm providing tax, accounting, and advisory services to private and family-owned businesses. Comparable across Accountancy+'s mid-market and family-office practice areas.

Direct peers

• Sensiba: Mid-sized West Coast CPA and advisory firm offering tax, accounting, outsourced CFO, and family-office-style services to growth-stage businesses and HNW clients. Comparable to Accountancy+ as a similarly scaled boutique with comparable service breadth.
• PKF O'Connor Davies: Mid-sized U.S. accounting and advisory firm delivering tax, accounting, and family-office services to closely held businesses and HNW individuals. Comparable to Accountancy+ in size, service breadth, and client profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 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 Accountancy