What Capricorn Consulting does

Capricorn Consulting Services is an owner-operated accounting and bookkeeping firm based in Long Island, New York, founded in 2002 by Pam Jacques. The firm provides outsourced accounting and bookkeeping services to small businesses, operating with a team of 1-2 employees. Capricorn has accumulated a client base of more than 20 small business customers spanning diverse industries, indicating a diversified SMB portfolio rather than vertical specialization.

The firm's core offering is traditional outsourced bookkeeping and accounting services delivered directly to small business clients. Capricorn holds QuickBooks ProAdvisor certification, indicating credentialed expertise in the Intuit QuickBooks platform, which likely forms the operational backbone of the firm's service delivery. There is no evidence of proprietary technology, software development, or platform infrastructure in the input data; the firm operates as a professional services practice using established third-party tools rather than building or licensing its own technology stack.

The business model is straightforward professional services revenue: Capricorn bills clients for accounting and bookkeeping work performed, with no disclosed pricing structure, subscription tiers, or volume-based economics. The firm is owner-operated with limited headcount, suggesting a boutique or lifestyle practice rather than a venture-scale business. Capricorn Consulting is not venture-backed, has no disclosed funding history, and shows no signals of pursuing aggressive growth, geographic expansion, or product line extension. The absence of any technology platform, AI capability, or external capital underscores the firm's positioning as a stable, locally-rooted services business.

Name

Capricorn Consulting

Legal name

Capricorn Consulting Services

Website

https://capricorncnsltng.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Capricorn Consulting Services is an owner-operated accounting and bookkeeping firm founded in 2002 in Long Island, New York, serving more than 20 small business clients with outsourced bookkeeping using QuickBooks ProAdvisor-certified expertise.

Ownership category

akta.pro rank

Product category

Small Business Accounting & Bookkeeping Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Small business accounting
• Outsourced bookkeeping services
• QuickBooks setup training
• Financial reporting services
• Tax preparation support

Headquarters

HQ city

East Northport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Bookkeeping Services: Professional accounting services provided to small businesses on a customized, periodic basis. Services include data acquisition, financial reporting, and preparation for tax preparers.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Capricorn Consulting Services provides outsourced accounting and bookkeeping services to small businesses, offering the benefits of an in-house accounting staff without the expense of full-time employees. Services include periodic business data acquisition, financial record-keeping, timely reporting formatted for business owners and tax preparers, and QuickBooks setup and training. Operations have run continuously since 2002, serving diverse small business clients on Long Island and across the New York metropolitan area.

Product overview

Capricorn Consulting Services is a single-service accounting firm offering a unified suite of financial services for small businesses. The core offering consists of accounting and bookkeeping services delivered on an outsourced basis, providing the benefits of an in-house accounting staff without full-time employment costs. Services include periodic data acquisition, financial reporting, and QuickBooks setup and training. The company has served diverse small businesses since 2002.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Bookkeeping Services Comprehensive outsourced accounting and bookkeeping services for small businesses, including periodic business data acquisition, financial record-keeping, and timely presentation of financial information in formats suitable for clients and their tax preparers. Targeted at small companies that want the benefits of an accounting staff without the expense of full-time employees.
• QuickBooks Setup and Training QuickBooks company setup and end-user training delivered by a Certified QuickBooks ProAdvisor for small business clients adopting QuickBooks accounting software.

Named customers20 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves3 records

Emerging players

• Botkeeper: AI-augmented bookkeeping service for small businesses; emerging automation-focused player that overlaps Capricorn's manual bookkeeping offering with a technology-forward approach.

Direct peers

• Bookkeeper360: Outsourced bookkeeping, accounting, and CFO advisory for SMBs, often on QuickBooks/Xero. Directly competing in the same outsourced accounting niche Capricorn serves.
• Pilot: Tech-enabled outsourced bookkeeping and accounting for small businesses; directly comparable to Capricorn's outsourced accounting model though at much larger scale and with proprietary software.
• CountingHQ: Cloud-based bookkeeping and accounting firm serving SMBs; directly comparable outsourced accounting service using QuickBooks/Xero for small business clients.
• 1-800Accountant: Virtual accounting and tax services targeting SMBs and entrepreneurs; directly comparable outsourced accounting service model with national reach.
• inDinero: Outsourced bookkeeping, tax, and CFO services for small and growth-stage businesses; directly comparable service mix focused on SMBs without full-time finance staff.
• KPMG Spark: Big Four-affiliated virtual accounting service for SMBs; directly comparable outsourced accounting offering serving small businesses that need a finance function without full-time staff.

Broad incumbents

• H&R Block: Large consumer/SMB tax and accounting services provider; broad incumbent offering overlapping bookkeeping and tax preparation services to individuals and small businesses.
• BDO USA: Top-tier global accounting and advisory firm with substantial SMB practice; broad incumbent serving similar small business clients but with a much wider portfolio of services and scale.

Others

• Intuit: Owner of QuickBooks (Capricorn's core technology platform) and QuickBooks Live; an enabling/ecosystem participant whose product suite and live bookkeeping service directly compete with and enable Capricorn's delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/capricorn-consulting-service-inc.

Compliance1 record

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 Capricorn Consulting