What Heininger Accounting & Consultants does

Heininger Accounting & Consultants, LLC is a privately held professional services firm operating as a small accounting practice in Ocean City, New Jersey. The firm is headquartered at 801 Central Avenue and operates from a single domestic office, serving individual and small business clients primarily in the New Jersey and southeastern Pennsylvania (including Philadelphia) markets. Its core offerings comprise six service lines: business and personal tax return preparation (covering individual, corporate, partnership, trust, and estate returns), bookkeeping and payroll services (including W-2/1099 preparation and bank reconciliations), small business financial reporting and consulting (cash flow analysis, business planning, loan application preparation), financial planning (investment vehicle selection for business expenditures and personal goals such as college savings), QuickBooks solutions (training, setup, and consulting), and IRS and state tax agency representation.

The firm employs five staff members (Mike Leyrer, Joe Devine, Jason Leyrer, Brandt Heininger, and Linda Heininger), each reachable by direct phone extension, and the Heininger family name shared by two members suggests founder/family-influenced ownership. Revenue is generated through fee-for-service professional engagements typical of small CPA practices; no subscription pricing, software licensing, or technology product revenue is disclosed. The underlying technology consists of standard tax preparation and accounting software tools, with the firm positioning itself as a QuickBooks consulting partner rather than a software developer. No AI/ML capabilities, API products, proprietary platforms, or external funding are present in the operating model, and no patents, trademarks, or third-party certifications are listed.

Name

Heininger Accounting & Consultants

Legal name

Heininger Accounting & Consultants, LLC

Website

https://heiningeraccounting.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Heininger Accounting & Consultants, LLC is a privately held five-person accounting firm in Ocean City, New Jersey providing tax preparation, bookkeeping, payroll, financial planning, QuickBooks consulting, and IRS representation to individual and small business clients in New Jersey and southeastern Pennsylvania.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

Keywords

• Tax return preparation
• Bookkeeping services
• Payroll processing
• Small business accounting
• Financial planning

Headquarters

HQ city

Ocean City

HQ country

United States

HQ region

North America

Offices1 record

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. Professional Accounting Services: Billable professional services including tax return preparation, financial planning, bookkeeping, payroll processing, and IRS representation. Services are provided to individual and business clients on a project and ongoing basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Heininger Accounting & Consultants provides professional accounting and tax services to individual and small business clients in the New Jersey and Pennsylvania region. Core offerings include tax return preparation (individual, corporate, partnership, trust, and estate), bookkeeping and payroll processing, financial planning, small business financial reporting, QuickBooks setup/training/consulting, and IRS and state tax agency representation. Services are delivered as direct professional engagements by named staff rather than as software products.

Product overview

Heininger Accounting & Consultants is a small accounting and consulting firm offering a unified suite of professional services. The core offerings include Business and Personal Tax Return Preparation, Bookkeeping and Payroll Services, Financial Planning, Small Business Financial Reporting, QuickBooks Solutions, and IRS Representation. These services are delivered as integrated consulting engagements rather than separate software products, with QuickBooks Solutions providing software implementation and training support alongside the core accounting and tax services.

Differentiator

Problem solved

Functional benefit

Products and services

• Business and Personal Tax Return Preparation Preparation of individual, corporate, partnership, trust, and estate tax returns, applying years of experience to ensure clients receive all applicable tax advantages. Available to individual taxpayers and small business entities (corporations, partnerships, trusts, estates).
• Bookkeeping and Payroll Services Day-to-day business record maintenance, including receivable posting, bill payment, and bank reconciliations, plus payroll processing and payroll tax return preparation (W-2s and 1099s). Intended for small business clients seeking outsourced bookkeeping and payroll compliance.
• Financial Planning Investment vehicle selection and financial planning assistance for major business expenditures and personal goals such as college education savings. Intended for individual and small business clients.
• Small Business Financial Reporting Consulting services covering business planning, cash flow analysis, and loan application preparation. Intended for small business owners needing financial reporting support and advising.
• QuickBooks Solutions QuickBooks training, setup, and consulting for beginner, intermediate, and advanced users, helping clients implement and optimize QuickBooks. Intended for small business owners and bookkeepers.
• IRS Representation Representation of clients before federal and state tax agencies, drawing on years of experience dealing with taxing authorities to ensure clients are properly represented in tax matters and disputes. Available to individual and small business clients.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Jackson Hewitt: Direct tax preparation competitor serving individual and small business clients through company-owned and franchised offices; closely comparable service mix (tax prep, bookkeeping support) and similar SMB/individual target market.
• Padgett Business Services: Franchised small business accounting, tax, payroll and advisory firm focused on SMB clients; closely comparable in service breadth (tax, bookkeeping, payroll, advisory) and SMB target segment, with a scaled franchise footprint.
• Liberty Tax Service: Franchised retail tax preparation chain targeting individual taxpayers and small businesses; comparable offering mix and customer base, though typically a more commoditised delivery model.

Broad incumbents

• Marcum LLP: Top-20 US accounting firm providing tax, accounting, and advisory services including to SMBs and high-net-worth individuals; overlaps on individual/corporate tax prep and small business accounting but serves a much broader and larger client mix.
• CBIZ & Associates: National provider of accounting, tax, advisory and outsourcing services to SMBs and middle-market clients; overlaps on small-business tax, bookkeeping, and payroll offerings but at enterprise scale and broader portfolio.
• H&R Block: National tax preparation chain offering individual and small business tax services; comparable because it competes for the same NJ/PA individual filers and small businesses, though at much larger scale and with a less personalised model.

Emerging players

• 1-800Accountant: Virtual accounting and tax services provider for SMBs and individuals; comparable small-business focus (tax, bookkeeping, payroll, advisory) and competes for the same digitally delivered client relationships from outside any local geography.

Others

• Intuit (QuickBooks / TurboTax): Software ecosystem partner that supplies the QuickBooks platform the firm trains clients on, and competitor via TurboTax DIY tax products; relevant as the technology backbone and as a substitute for the firm's basic services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Heininger Accounting & Consultants