Dance, Bigelow

What Dance, Bigelow does

Dance, Bigelow & Co, PC is a Texas-based professional corporation organized as an independent CPA firm, established in 1984 and operating from offices in Irving and Flower Mound within the Dallas-Fort Worth metropolitan area. The firm delivers four interrelated service lines: tax preparation and planning for individuals and businesses across all fifty states; audit and attest engagements authorized under AICPA and PCAOB registration; monthly accounting and bookkeeping; and business consulting covering strategic planning, feasibility studies, systems evaluation, and M&A advisory. Its customer base spans high-net-worth individuals, entrepreneurs and small business owners, and larger business principals, with documented vertical specialization in oil and gas, dentistry, and restaurants.

The firm runs on a conventional professional-services technology stack comprising QuickBooks and ProSystem FX for tax preparation, with the CountingWorks PRO platform providing client-facing document management, eSign, file sharing, email newsletters, and appointment scheduling. Pricing is quote-based and not publicly disclosed; revenue is derived entirely from professional-services fees billed across the four service lines. Distribution is direct to the client via two channels: in-person delivery at the Irving and Flower Mound offices and remote delivery by mail, email, or client portal.

The go-to-market is sales-led and relies on a hybrid of blog-based content marketing, weekly email newsletters, organic SEO through a Learning Center resource, and client referrals described as the cornerstone of business development. Ownership is independent, with no parent company, institutional investor, or private equity involvement disclosed. Service reach is positioned as nationwide, although the physical footprint remains concentrated in the Dallas-Fort Worth region.

Name

Dance, Bigelow

Legal name

Dance, Bigelow & Co. PC

Website

https://dbco.cpa

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

1–10 employees

Short description

Dance, Bigelow & Co, PC is a Texas-based CPA firm providing tax preparation, audit and attest, bookkeeping, and business consulting services to individuals, entrepreneurs, and businesses across verticals including oil and gas, dentistry, and restaurants, operating from Irving and Flower Mound.

Ownership category

akta.pro rank

Headquarters

HQ city

Irving

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation and Planning Services: Professional tax preparation services for individuals and businesses, including individual tax returns, business tax returns, partnership and corporate tax preparation, gift and estate tax returns, and out-of-state returns. Services provided year-round, not just during tax season.
2. Audit and Attest Services: Assurance services including compilations, reviews, audits, and examinations. Services regulated by the Texas State Board of Public Accountancy, AICPA, and PCAOB.
3. Accounting and Bookkeeping Services: Monthly bookkeeping services including accounts payable/receivable, general ledger accounting, bank reconciliations, and financial statement preparation. Billed as professional services at a fraction of the cost of a full-time employee.
4. Business Consulting Services: Advisory services including strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions advisory.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Dance, Bigelow & Co, PC is a Texas-based CPA firm offering tax preparation and planning, audit and attest services, accounting and bookkeeping, and business consulting for individuals and businesses. The firm provides year-round professional services including individual and business tax returns, compilations/reviews/audits, monthly bookkeeping, and advisory engagements such as strategic planning and M&A advisory. Services are delivered through two Texas offices (Irving and Flower Mound) and via remote document exchange.

Product overview

Dance, Bigelow & Co, PC is a Texas-based CPA firm offering a unified suite of professional accounting and advisory services. The core portfolio consists of four interconnected service lines: Tax Preparation and Planning (individual and business tax returns, estate and succession planning), Audit and Attest Services (compilations, reviews, and full audits), Accounting & Bookkeeping (monthly bookkeeping and financial statements), and Business Consulting (strategic planning, M&A advisory, and operational consulting). These services are offered as a bundled professional services practice rather than a software product, with clients served through both client portal and direct engagement delivery models.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Planning Tax return preparation for individuals and businesses across all fifty states, with tax planning services for retirement, education, business start-ups, and estate planning.
• Audit and Attest Services Assurance services including compilations, reviews, audits and examinations performed by PCAOB-registered auditors to meet stakeholder requirements.
• Accounting & Bookkeeping Monthly bookkeeping and accounting services including accounts payable/receivable, general ledger, bank reconciliations, and financial statement preparation using accounting software programs.
• Business Consulting

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• CBIZ, Inc. National business advisory, tax, and accounting firm serving SMB and mid-market clients across the U.S. — comparable service mix with broader geographic coverage and significantly larger scale.
• BDO USA: Top-10 U.S. accounting and advisory firm with a Dallas office serving middle-market and large clients — comparable tax, attest, and advisory offerings, with broader capabilities and enterprise-grade engagements.
• Marcum LLP: Top-15 U.S. accounting and advisory firm with strong tax, attest, and middle-market practices — comparable in service mix and SMB/mid-market orientation, with greater scale and resources.
• Crowe LLP: Top-10 U.S. public accounting and advisory firm with broad tax, audit, and consulting practices — comparable service portfolio with significantly larger national footprint and enterprise client base.
• RSM US LLP: Global mid-market audit, tax, and consulting firm with a significant Dallas presence — comparable middle-market positioning and full-service tax/audit/consulting portfolio, but operating at substantially greater scale.

Direct peers

• Wipfli LLP: Top-20 U.S. accounting and advisory firm serving mid-market companies with tax, audit, and outsourced accounting — closely comparable in service portfolio and mid-market SMB focus, though larger and multi-region.
• Whitley Penn LLP: Dallas-Fort Worth-based full-service CPA and advisory firm offering tax, audit, and consulting services to middle-market businesses and HNW individuals — a direct regional competitor with overlapping service lines and verticals.
• Eide Bailly LLP: Top-25 U.S. CPA firm providing tax, audit, and advisory services to mid-market clients and HNW individuals — comparable in size tier, service breadth, and relationship-driven mid-market focus.
• Lane Gorman Trubitt LLP: Dallas-based mid-sized CPA firm providing tax, audit, advisory, and accounting services to closely-held businesses, HNW individuals, and family groups — directly comparable in service mix, clientele, and Texas regional positioning.

Others

• CountingWorks, Inc. Technology platform provider behind Dance, Bigelow's client portal and secure document workflows — an enabler/ecosystem partner rather than a competitor, but central to the firm's digital service delivery.

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 Dance, Bigelow