ABI Financial Services

What ABI Financial Services does

ABI Financial Services, LLC is a privately held, locally owned professional services firm headquartered at 1604 Omalley Ct., Severn, Maryland, serving small businesses, IT audit/security buyers, and individual taxpayers primarily in the Bowie and greater Maryland area. The company is structured as an LLC with 1-10 employees and no disclosed external funding, parent entity, or institutional ownership.

The firm's service portfolio spans five professional service streams: small business accounting (accounts payable, accounts receivable, bank and general ledger reconciliations, payroll), tax planning and preparation (monthly, quarterly, annual business taxes plus individual income tax preparation), IT risk and cyber security consulting (technology audit and security training), HR consulting and staffing/placement for IT audit and IT security professionals, and financial consulting including budget forecasts. As an add-on, the company installs and manages third-party accounting software platforms (QuickBooks, Peachtree, Sage MIP). The company has no proprietary technology, no mobile applications, and no public API.

The business model is quote-based professional services delivery, with pricing not publicly disclosed. Distribution is direct via phone, email, and an online contact form, with growth driven primarily by repeat customers and referrals in the local Maryland market. The firm has no public marketing channels beyond a basic website, no disclosed partnerships or alliances, no certifications, and no awards. The most recent visible operating signal is the addition of an online individual tax e-filing channel for the 2026 filing season via a partner link.

Name

ABI Financial Services

Legal name

ABI Financial Services, LLC

Website

https://abifinancials.net

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

ABI Financial Services, LLC is a privately held, locally owned Maryland professional services firm that delivers small business accounting, tax preparation, IT risk and cyber security consulting, financial consulting, and IT audit staffing to SMBs and individual taxpayers in the Bowie and greater Maryland area.

Ownership category

akta.pro rank

Product category

Small Business Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Finance Services (6199)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF)

Keywords

• Small business accounting
• Tax preparation services
• IT risk consulting
• Cyber security consulting
• Bookkeeping services

Headquarters

HQ city

Severn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Accounting Services: Professional accounting services including accounts payable, accounts receivable, bank and general ledger reconciliations, and payroll services for small businesses
2. Tax Services: Tax planning strategies and tax preparation services offered on monthly, quarterly, and annual basis, including individual income tax preparation
3. IT Risk and Cyber Security Consulting: IT risk and cyber security consulting services, including technology audit and security training
4. Staffing and Placement Services: HR consulting and staffing placement services for IT audit and IT security professionals
5. Financial Consulting: Financial consulting services including budget forecasts and financial planning

Distribution channels1 record

Marketing channels1 record

Core offering

ABI Financial Services, LLC provides professional accounting, tax preparation and planning, financial consulting, and IT risk/cyber security consulting services. Core accounting offerings include accounts payable, accounts receivable, bank and general ledger reconciliations, and payroll for small businesses, complemented by tax services for both businesses and individuals, IT audit/security training, and staffing placement for IT audit and IT security professionals.

Product overview

ABI Financial Services, LLC is a locally owned and operated financial and technology consulting services company offering a unified suite of professional accounting, tax, and IT risk/cyber security services. The core offerings include professional accounting services (accounts payable/receivable, payroll, reconciliations), tax preparation and planning, financial consulting with budget forecasts, IT risk and cyber security consulting with training, and staffing/placement services for IT audit and IT security professionals. The company also provides accounting software installation and management services for QuickBooks, Peachtree, and Sage MIP as an add-on offering. The portfolio is structured as service-based offerings rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Accounting Services

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Direct peers

• Bench: Subscription small-business bookkeeping service offering monthly books, reconciliations, and year-end financial statements. Directly comparable to ABI's recurring AP/AR and GL reconciliation work for small businesses.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services for small businesses. Comparable to ABI in serving SMBs with recurring accounting and tax work, differentiated by a software-led delivery model versus ABI's local, personal-service approach.
• Bookkeeper360: Cloud-based bookkeeping, accounting, and advisory firm serving SMBs. Overlaps with ABI on small-business accounting, payroll, and advisory work, with a more tech-forward delivery model.
• Padgett Business Services: Franchise network of small-business accounting, tax, and payroll service providers. Closely comparable to ABI's local, SMB-focused accounting and tax practice model.
• 1-800Accountant: Virtual accounting and tax service targeting small businesses in the US. Highly comparable to ABI's core offering of accounting, payroll, and tax services for SMBs, though delivered remotely rather than via a local office.

Broad incumbents

• H&R Block: National tax preparation chain with small-business and self-employed tax offerings. Overlaps with ABI's individual and small-business tax preparation services, though at much larger scale and primarily seasonal footfall.
• Deloitte Private: Private-company practice of a Big4 firm offering audit, tax, and advisory to private and emerging businesses. Comparable at the category level for higher-end SMB accounting/tax needs that ABI may not serve but could refer up-market.
• Intuit QuickBooks Live: QuickBooks-branded virtual bookkeeping add-on delivered by certified bookkeepers. Competes with ABI on recurring bookkeeping and accounting for small businesses, leveraging the dominant SMB accounting software platform.
• Block Advisors: Small-business tax and bookkeeping services arm of Block (formerly Square). Comparable to ABI on SMB tax preparation and bookkeeping, with significantly larger scale and brand recognition.

Emerging players

• Botkeeper: AI-assisted bookkeeping service combining automation with human accountants for SMBs. Adjacent competitor to ABI's traditional manual bookkeeping and reconciliation services, representing a technology-driven disruption vector.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/abi-financial-services-llc

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 ABI Financial Services