Boulder Valley

What Boulder Valley does

Boulder Valley is a private, for-profit CPA firm founded in 2010 and headquartered in Lafayette, United States, with a stated employee count of 1-10 and a website at bouldervalleycpa.com. Per its firmographic profile, the firm offers accounting, tax, business consulting, and QuickBooks services. No additional product, technology, leadership, or financial disclosures are available for Boulder Valley specifically.

The aggregated input also contains substantially richer data for a similarly-positioned private advisory firm (Proactive Advisory Group) operating under the same professional-services category: a private financial advisory firm offering an integrated suite of four service lines — Accounting (bookkeeping, local tax compliance, business advisory, fractional CFO), Tax Planning & Preparation (business and individual tax prep, planning, multi-year strategy, tax advisory), Advisory Services (cross-disciplinary coordination), and Wealth Management (investment strategy, retirement planning, risk management, legacy planning). That firm runs a consultative, sales-led GTM via discovery meetings and delivers services across four physical offices in Lake St Louis MO (headquarters), O'Fallon IL, Springfield MO, and Bentonville AR, serving both individual clients and business clients on a horizontal segmentation basis, with a client portal provided through a partnership with Accountability Services.

The business model across both profiles is professional services on a consultation-based, quote-based pricing model with no public rate card. Revenue derives from fees on accounting, tax, advisory, and wealth management engagements delivered in person at regional offices and supported digitally via a website, blog, email newsletter, and client portal. The reader should note that the detailed firmographic and operational specifics (locations, service breadth, partnerships) describe a multi-office entity whose scale is not consistent with the 1-10 employee count on Boulder Valley's firmographic record; this mismatch is flagged as a data-quality issue rather than reconciled.

Name

Boulder Valley

Legal name

Proactive Advisory Group

Website

https://bouldervalleycpa.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Boulder Valley is a small CPA firm founded in 2010 in Lafayette, USA, offering accounting, tax, business consulting, and QuickBooks services to individual and business clients as a private professional services practice.

Ownership category

akta.pro rank

Headquarters

HQ city

Lafayette

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting: Accounting services including bookkeeping, local tax compliance, business advisory, and fractional CFO services provided to business clients.
2. Professional Services - Tax Planning & Preparation: Tax preparation and planning services for both business and individual clients, including multi-year tax strategy and tax advisory.
3. Professional Services - Wealth Management: Wealth management services including investment strategy, retirement planning, risk management, and legacy planning.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Boulder Valley is a CPA firm that offers accounting, tax, business, consulting, and QuickBooks services. The firm is based in Lafayette, United States, and operates as a small private practice founded in 2010 with 1-10 employees.

Product overview

Proactive Advisory Group is a financial advisory firm offering a coordinated suite of four integrated service areas: Accounting Services (bookkeeping, local tax compliance, business advisory, and fractional CFO services), Tax Planning & Preparation (business and individual tax preparation, tax planning, estimates, multi-year strategy, and tax advisory), Advisory Services (coordinated cross-disciplinary guidance), and Wealth Management (investment strategy, retirement planning, risk management, and legacy planning). These services are designed to work together, with accounting, tax, and wealth professionals collaborating to provide comprehensive guidance rather than siloed advice.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Accounting services for clients requiring bookkeeping, financial statement preparation, and related accounting support.
• Tax Services Tax preparation and tax-related services for clients needing assistance with tax compliance and filings.
• Business Consulting Business consulting services providing advisory support to clients on operational and financial matters.
• QuickBooks Services QuickBooks-related services including setup, support, and management of the QuickBooks accounting platform for clients.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Accountability ServicesminorOthersProactive Advisory Group provides access to Accountability Services client portal for existing clients to manage their accounts and access financial information. The nature of the relationship appears to be a technology/service provider relationship for client portal functionality.

Recent moves5 records

Expansion highlights5 records

Direct peers

• Anders CPAs + Advisors: Mid-sized U.S. CPA firm offering integrated tax, accounting, advisory, and wealth management to individuals and businesses. Closely comparable multi-discipline professional services model serving similar mid-market and HNW clients.
• Aprio LLP: U.S. advisory and accounting firm combining tax, audit, advisory, and wealth services for mid-market clients. Comparable in integrated service model and mid-market targeting.
• BeachFleischman PLLC: Regional CPA and advisory firm in the Southwest offering tax, accounting, business advisory, and wealth management to businesses and individuals. Closely comparable integrated model at similar scale.
• Eide Bailly: Top-25 U.S. accounting and advisory firm combining tax, audit, wealth management, and business advisory across multiple Midwest and Western states. Highly comparable in service breadth and regional concentration.

Broad incumbents

• Wipfli LLP: Major U.S. accounting and advisory firm with strong Midwest presence offering tax, accounting, wealth management, and fractional CFO services. Comparable multi-discipline model at much larger scale.
• Baird (Robert W. Baird & Co.): Employee-owned wealth management and investment bank with strong Midwest footprint. Overlaps with Proactive Advisory Group's wealth management and financial planning offerings but operates at far larger scale across many more services.
• Plante Moran: Large U.S. accounting, tax, and wealth management firm headquartered in the Midwest with multi-state offices. Overlaps significantly in service mix and geography but operates at materially larger scale.
• Marcum LLP: Top-15 U.S. accounting firm offering tax, advisory, wealth management, and technology services. Overlaps in multi-discipline professional services but operates nationally at much greater scale.

Emerging players

• Creative Planning: Large independent RIA offering holistic wealth management including tax and estate planning. Comparable 'integrated wealth' value proposition, though primarily focused on investment management rather than tax/accounting.
• Boutique CPA firms with wealth practices (e.g., regional tax + RIA hybrids): A broad category of small to mid-sized CPA firms that have launched affiliated RIAs or wealth management arms to offer the same integrated tax+accounting+wealth model that Proactive Advisory Group pursues. These are the most direct local competitors in any given metro.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 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 Boulder Valley