Mary Currie CPA

What Mary Currie CPA does

Mary Currie CPA, Inc. is a privately held accounting and tax services firm headquartered in Rocky Mount, North Carolina. The firm offers a generalist suite of CPA services: tax preparation, financial statement preparation, management consulting, payroll services, estate and gift tax planning, and part-time on-site controller services. Its stated customer base spans individuals, partnerships, corporations, and small businesses in the local market, and the firm is owner-operated by Mary Currie, who holds membership in the North Carolina Association of CPAs (membership #23907).

The firm's service model is engagement-based professional services, billed per project or recurring engagement, with no documented proprietary technology platform. Its website — the primary public-facing digital asset — is built and hosted by Mostad & Christensen, an outside marketing vendor serving accounting professionals, and is used to publish tax tips and a client newsletter as a content-driven lead-generation and client-retention channel. The website does not describe automated workflows, client portals, or proprietary software.

No headcount, revenue, client count, funding, or geographic footprint beyond the single Rocky Mount office is disclosed in the input material. The firm operates as a traditional, locally rooted CPA practice with credential-based service delivery and outsourced digital infrastructure, with no documented strategic moves, expansion initiatives, technology investments, or capital raises on the public record.

Name

Mary Currie CPA

Legal name

Mary Currie CPA, Inc

Website

https://curriecpa.com

Company type

Private

Operating status

Operating

Short description

Mary Currie CPA, Inc. is an owner-operated CPA firm in Rocky Mount, North Carolina, providing tax preparation, financial statements, payroll, estate/gift tax planning, management consulting, and fractional controller services to individuals, partnerships, corporations, and small businesses.

Ownership category

akta.pro rank

Headquarters

HQ city

Rocky Mount

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Services (Tax & Accounting): The firm generates revenue through professional service fees for tax preparation, accounting, bookkeeping, payroll services, management consulting, and controller services. Revenue is likely earned through hourly billing, fixed fees per service, or retainer arrangements for ongoing client relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Mary Currie CPA, Inc is a single-office CPA firm that provides tax preparation services for individuals, partnerships, and corporations, plus financial statement preparation, payroll processing, management consulting, part-time on-site controller services, and estate and gift tax planning. Services are delivered as fee-based professional engagements through scheduled in-person and phone consultations from its Rocky Mount, NC office.

Product overview

Mary Currie CPA, Inc is a CPA firm offering a comprehensive suite of accounting and consulting services. The core service portfolio includes tax preparation for individuals, partnerships, and corporations; financial statement preparation (income statements and balance sheets); payroll processing services; estate and gift tax planning; and part-time on-site controller services. The firm also provides management consulting and tax planning advisory services. These services are delivered as professional consulting offerings rather than software products or platforms.

Differentiator

Problem solved

Functional benefit

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights2 records

Emerging players

• Bench: Tech-enabled bookkeeping and accounting platform combining software with dedicated bookkeepers for SMBs. Emerging competitor in the small business accounting space that Mary Currie CPA's controller and bookkeeping services overlap with.
• Pilot: Tech-enabled accounting and bookkeeping service targeting SMBs with subscription-based software plus human accountant model. Direct emerging alternative to Mary Currie CPA's bookkeeping, financial statement, and controller services for small businesses.
• InDinero: Tech-enabled outsourced accounting, bookkeeping, tax, and fractional CFO services for growing businesses. Competes in the controller, bookkeeping, and tax planning categories that overlap with Mary Currie CPA's advisory service stack.
• 1-800Accountant: Virtual-first national accounting service offering tax, bookkeeping, payroll, and advisory services to SMBs and individuals via subscription. An emerging virtual competitor addressing the same SMB and individual tax/accounting segments as Mary Currie CPA.

Broad incumbents

• Elliott Davis: Large Southeast U.S. accounting and advisory firm serving SMB, mid-market, and high-net-worth clients with tax, assurance, and consulting services. Comparable to Mary Currie CPA on SMB tax and accounting offerings, but with much broader regional footprint.
• H&R Block: Large national consumer tax preparation franchise that competes directly with Mary Currie CPA for individual tax clients and increasingly for small business tax preparation, but at vastly greater scale and lower price points.
• BDO USA: Top-10 global accounting network with a U.S. practice covering tax, audit, and advisory for individuals, businesses, and SMBs. Overlaps with Mary Currie CPA's individual tax, small business accounting, and advisory offerings at a much larger scale.
• Cherry Bekaert: Top-30 U.S. accounting firm with strong Southeast footprint, providing tax, advisory, audit, and accounting services to SMB and mid-market clients. Overlaps with Mary Currie CPA's tax, accounting, and consulting services for the SMB segment.

Direct peers

• Bernard Robinson & Company: NC-based accounting firm providing tax, audit, bookkeeping, and consulting services to individuals, businesses, and government entities. Operates at a similar scale and service breadth to Mary Currie CPA with comparable client mix.
• Pittard Perry & Crone CPAs: North Carolina-based regional CPA firm offering tax preparation, accounting, payroll, and advisory services to individuals and small businesses. Comparable in scope, scale, and SMB focus to Mary Currie CPA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Mary Currie CPA