AP Advisory Group
- Company typePrivate
- Founded2010
- HeadquartersSan Juan, Puerto Rico
- Headcount1–10
- GTM typeB2B
- OfferingServices
AP Advisory Group firmographics
Firmographics- Name
- AP Advisory Group
- Legal name
- AP Advisory Group, Corp.
- Website
- https://apagpr.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
AP Advisory Group industry classification
Industry- Product category
- Accounting & Tax Services
- NAICS
- Offices of Certified Public Accountants (541211)
- akta.pro primary industry
- Corporate Strategy Advisory (BPAHADAA)
- akta.pro secondary industry
- Debt Advisory & Financing Advisory (FSAEAGAD)
Keywords
Where AP Advisory Group is headquartered
LocationHeadquarters
- HQ city
- San Juan
- HQ country
- Puerto Rico
- HQ region
- Latin America
Offices2 records
Markets served
AP Advisory Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Professional Services - Accounting & Bookkeeping: Fees for accounting structure preparation, bookkeeping, billing and collection services for businesses
- Financial Consulting & Planning: Fees for financial planning, budgeting, and business planning services
- Tax Preparation Services: Fees for Puerto Rico and federal tax return preparation, including payroll deductions, IVU returns, municipal patents
- Payroll Processing Services: Fees for complete payroll preparation services for small and medium businesses including payroll processing and required filings
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
AP Advisory Group product offering
Product offeringCore offering
AP Advisory Group is a Puerto Rico-based professional services firm that prepares accounting structures, performs bookkeeping, handles billing and collection, and provides financial planning and budgeting for businesses. The firm also prepares Puerto Rico and US federal tax returns, processes payroll, sets up corporations, structures financing with banks, and supports bankruptcy filings for private enterprises, government agencies, and individual professionals across Puerto Rico.
Product overview
AP Advisory Group is a consulting firm offering integrated financial, accounting, and tax services. The portfolio includes Business & Financial Consulting (Financial Planning & Budget, Strategy Planning), CON.FI.A (Accounting, Finance and Audit), Taxes & CRIM Services, Payroll and Payroll Taxes, Corporate Organization, Financial Facilities Structuring & Refinancing, and Bankruptcy Services. The firm serves private enterprises and government entities across Puerto Rico.
Differentiator
Problem solved
Functional benefit
Products and services
- Business & Financial Consulting
- CON.FI.A (Accounting, Finance and Audit)
- Taxes & CRIM Services
Companies that use AP Advisory Group
Customer profileSegments4 records
Ideal customer profiles4 records
AP Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AP Advisory Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
AP Advisory Group competitors and assessment
Company assessmentDirect peers
- BDO Puerto Rico: BDO's Puerto Rico member firm providing audit, tax, and advisory services to mid-market and SMB clients in the territory. The closest scale and client-segment comparable to APAG among nationally affiliated firms in Puerto Rico.
- Grant Thornton Puerto Rico: Grant Thornton's Puerto Rico member firm providing audit, tax, and advisory services to mid-market businesses. Directly comparable to APAG in service categories, client segment (mid-market/SMB), and geographic scope (Puerto Rico).
Broad incumbents
- CliftonLarsonAllen (CLA): Top-ten US accounting firm providing audit, tax, and advisory services primarily to mid-market private businesses. Comparable to APAG in client focus and service mix, though at significantly larger scale across multiple US geographies.
- KPMG Puerto Rico: Big Four audit and advisory firm in Puerto Rico offering audit, tax, and advisory services. Directly comparable in service categories to APAG, but operates at materially larger scale serving multinational and large enterprise clients; included because APAG's CFO is a former KPMG Peat Marwick senior auditor.
- RSM US LLP: Top-tier US accounting and advisory firm serving middle-market companies with audit, tax, and consulting services. Comparable service offering and SMB/mid-market focus to APAG, though at much larger scale across the US.
- Withum: Top-twenty US accounting and advisory firm serving SMB and mid-market clients with audit, tax, and consulting services. Comparable service offering and target segment to APAG, though operating at materially larger national scale.
- Deloitte Puerto Rico: Big Four firm operating in Puerto Rico across audit, tax, consulting, and financial advisory. Overlaps with APAG's core service lines but serves a much broader and larger client base; relevant incumbent benchmark in the same geography.
- EY Puerto Rico: Big Four firm with Puerto Rico presence providing audit, tax, and advisory services. Comparable to APAG in service mix but at significantly larger scale; included as a broad incumbent peer for the same local accounting market.
- Baker Tilly US: Top-ten US accounting and advisory firm providing audit, tax, and consulting services to middle-market clients. Comparable in service mix and SMB/mid-market positioning to APAG, but at materially larger scale.
- PwC Puerto Rico: Big Four firm with a Puerto Rico practice providing audit, tax, and consulting services. Comparable to APAG in core categories (audit, tax, accounting) but at far greater scale and typically serving larger clients; a relevant incumbent reference for the local market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
AP Advisory Group social profiles
Digital presenceAP Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
AP Advisory Group leadership team
Management profileNumber of profiles
Profiles6 records
AP Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AP Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AP Advisory Group
What does AP Advisory Group do?
AP Advisory Group is a Puerto Rico-based professional services firm that prepares accounting structures, performs bookkeeping, handles billing and collection, and provides financial planning and budgeting for businesses. The firm also prepares Puerto Rico and US federal tax returns, processes payroll, sets up corporations, structures financing with banks, and supports bankruptcy filings for private enterprises, government agencies, and individual professionals across Puerto Rico.
Is AP Advisory Group a public or private company?
AP Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AP Advisory Group founded?
AP Advisory Group was founded in 2010. It employs 1 to 10 people.
Where is AP Advisory Group based?
AP Advisory Group is headquartered in San Juan, Puerto Rico, in the Latin America region.
How does AP Advisory Group make money?
Four revenue lines are on record. Professional Services - Accounting & Bookkeeping is the primary driver. The others are financial Consulting & Planning, tax Preparation Services and payroll Processing Services.
Who are AP Advisory Group's main competitors?
Direct peers on record are BDO Puerto Rico and Grant Thornton Puerto Rico. Broad incumbents are CliftonLarsonAllen (CLA), KPMG Puerto Rico, RSM US LLP, Withum, Deloitte Puerto Rico, EY Puerto Rico, Baker Tilly US and PwC Puerto Rico.
Does AP Advisory Group have an API?
No public API is recorded for AP Advisory Group.
What industry is AP Advisory Group in?
AP Advisory Group's product category is Accounting & Tax Services. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory, with a secondary code of FSAEAGAD, Debt Advisory & Financing Advisory. Its NAICS code is 541211.