Ryan, Geer, Field & Rhodes

What Ryan, Geer, Field & Rhodes does

Ryan, Geer, Field & Rhodes (RGFR) is a privately held, North Carolina–registered CPA firm (registration #35006) operating from a single office in Matthews, NC, serving the South Charlotte market since 1994. The firm provides an integrated suite of professional services spanning tax planning and compliance (individual, corporate, partnership, non-profit, international, and estate), full-service accounting (bookkeeping, monthly/quarterly/annual close, payroll, and software setup for QuickBooks Online, Xero, and Gusto), and business advisory (business valuations, M&A strategy, exit planning, and financial planning). It also offers tiered Fractional Controller and Fractional CFO engagements and a $149 BOI compliance filing service. The 9-person team holds CPA, ABV, CFP, CSEP, and ProAdvisor credentials, with 90+ years of combined experience, and serves a mix of individuals, SMB business owners, entrepreneurs/investors, and a small set of international clients accessed through its Russell Bedford International network membership. Investment advisory services are extended via a partnership with Alluvial Wealth Management Inc.

The firm's business model is professional services–based with a hybrid of recurring subscription revenue (Basic Accounting from $400/period, Full-Service from $1,000/period, Fractional CFO from $1,700/period) and transactional fees (BOI reporting at $149). Go-to-market is sales-led through direct consultations, phone inquiries, and a client portal (myfirm360), with client referrals and Russell Bedford network introductions functioning as bottom- and mid-funnel channels. Technology is deliberately lightweight: the firm relies on industry-standard accounting and payroll software plus a secure document-transmission portal, with no proprietary platform, API, or AI/ML capabilities disclosed. The firm reports 1,500+ cumulative clients and 30+ years in business, with testimonials indicating multi-year to multi-decade client tenures. The firm operates independently with no external equity backing and is not pursuing a transaction, scale event, or capital raise based on available evidence.

Name

Ryan, Geer, Field & Rhodes

Legal name

Ryan, Geer, Field, and Rhodes PLLC

Website

https://ryangeer.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

Ryan, Geer, Field & Rhodes is a privately held CPA firm in Matthews, NC, providing tax, accounting, business advisory, and fractional CFO services to individuals, SMBs, and select international clients across South Charlotte.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Tax preparation services
• Accounting services
• Business advisory
• Fractional CFO services
• Financial planning

Headquarters

HQ city

Matthews

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax planning and compliance services including individual and corporate tax return preparation, international tax planning, and estate planning. Year-round tax expertise.
2. Accounting Services: Full-service accounting including bookkeeping, monthly/quarterly/annual accounting, payroll services, and accounting software setup and support.
3. Business Advisory: Strategic advisory services including business valuations, mergers and acquisitions strategy, exit planning, and financial planning for entrepreneurs and investors.
4. Fractional CFO & Controller Services: Outsourced CFO and controller services providing strategic guidance, forecasting, board reporting, and detailed financial oversight for businesses.
5. BOI Reporting: Beneficial Ownership Information report filing service to help businesses comply with FinCEN requirements.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Ryan, Geer, Field & Rhodes is a North Carolina CPA firm providing tax planning and compliance, accounting, business advisory, and fractional CFO/controller services to individuals and businesses in the South Charlotte area. The firm offers tiered accounting subscriptions, specialized tax services (individual, corporate, partnership, international, estate), business valuations, and a Beneficial Ownership Information (BOI) reporting service for FinCEN compliance.

Product overview

Ryan, Geer, Field & Rhodes (RGFR) is a CPA firm offering an integrated suite of financial services. The core offerings include Tax Planning & Compliance Services (covering individual, corporate, partnership, and international tax), Accounting Services (with software setup and support for QuickBooks Online and Xero), and Business Advisory Services (including business valuations, M&A strategy, and exit planning). The firm tiers its accounting services from basic bookkeeping to Fractional CFO/Controller engagements. Additional services include BOI Reporting ($149) and a client portal for secure document access.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Compliance Services

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Russell Bedford InternationalcoreStrategic or Co-development PartnerRyan, Geer, Field & Rhodes is a member of Russell Bedford International, a global network of independent professional service firms with representation across North and South America and around the world. This membership enables the firm to serve international clients and provides a collaborative network for complex cross-border tax and business matters. The firm has utilized the Russell Bedford network for international business tax client engagements.
• Alluvial Wealth Management InccoreStrategic or Co-development PartnerInvestment Advisory and Financial Planning services are provided through Alluvial Wealth Management Inc, a North Carolina Registered Investment Advisor. This partnership extends the firm's service offerings to include investment advisory and insurance services beyond traditional CPA and accounting services.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Anders CPAs + Advisors: Mid-market CPA firm offering tax, accounting, audit, advisory, and outsourced CFO/controller services to closely held businesses, individuals, and family offices — the same integrated service model RGFR pursues.
• Cherry Bekaert: Top-25 U.S. accounting firm offering tax, assurance, advisory, and outsourced accounting/CFO services to middle-market businesses and individuals. Directly comparable service mix to RGFR but at much larger scale, making it the closest analogous mid-market CPA peer.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm focused on private businesses, with dedicated tax, accounting, advisory, and outsourced CFO services. Directly comparable to RGFR across the full small-to-mid-market service stack.
• Brown Smith Wallace: Mid-market CPA and advisory firm providing tax, accounting, audit, and outsourced CFO services to closely held businesses and individuals — closely comparable to RGFR in scale, geography, and service mix.
• Whitley Penn: Mid-sized regional CPA firm providing tax, audit, advisory, and outsourced accounting services to privately held businesses and individuals, comparable to RGFR's core offerings.
• Aprio: Mid-market CPA and advisory firm offering tax, accounting, fractional CFO, valuation, and international advisory — a service portfolio that closely mirrors RGFR's tiered offerings.
• Plante Moran: Large U.S. accounting, tax, and advisory firm serving middle-market and privately held businesses with a strong tax compliance and fractional CFO/value-advisory practice — the same core service mix RGFR provides.
• Carr Riggs & Ingram: Top-25 U.S. accounting firm with tax, accounting, advisory, and wealth management services targeting small and mid-sized businesses and individuals — directly comparable to RGFR's service mix and client base.

Broad incumbents

• BDO USA: Major global accounting and advisory firm with extensive tax compliance and international tax capabilities. A broad incumbent that competes with RGFR for mid-market and cross-border tax engagements.
• FORVIS: Top-10 U.S. accounting firm formed from the merger of BKD and Dixon Hughes Goodman; offers tax, advisory, accounting, and wealth management. A larger incumbent operating in the same mid-market CPA space as RGFR.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/WixStudio
• YouTubeyoutube.com/user/Wix
• Facebookfacebook.com/WixStudio
• LinkedInlinkedin.com/company/ryangeer
• Instagraminstagram.com/wix
• TikToktiktok.com/@wix

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

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 Ryan, Geer, Field & Rhodes