What Grace & Associates does

Grace & Associates, operating as Grace CPA, is a privately-held professional accounting and tax services firm headquartered at 29 Lenox Pointe NE in Atlanta, Georgia. Founded in 1976, the firm operates with a headcount of 1–10 employees and serves individual and small business clients across the Atlanta metropolitan area and surrounding regions. Grace CPA delivers a unified suite of five professional service lines: Tax Services (corporate, partnership, individual, and trusts/estates preparation and planning, plus IRS/state/local representation), Audit Services (audit, review, and compilation attestation), Payroll Services (processing, quarterly and annual filings, and compliance), Bookkeeping Services (corporate bookkeeping and financial statement preparation), and Advisory Services (entity selection, accounting software implementation, forensic services, business transactions, cash flow analysis, financial projections, and fractional CFO services).

The firm's core technology consists of a standard professional accounting and tax preparation stack, with no proprietary software, APIs, mobile applications, or disclosed integrations. The firm assists clients with accounting software selection and implementation as part of its advisory offering. Revenue is generated through project-based professional services fees: clients are invoiced on completion of the project or per terms in the signed engagement letter, with no subscription, recurring billing, or publicly listed pricing. Client acquisition is direct-to-consumer, driven by the firm's website (which includes a contact form promising a callback and a Stripe-powered 'Pay Invoice' link) and direct phone outreach, supplemented by complimentary no-obligation initial consultations. The firm targets small businesses as its primary segment, with secondary segments including individuals, high-net-worth clients, and business owners seeking tax planning, estate planning, and industry-specific compliance. There is no evidence of external investment, PE/VC backing, M&A activity, leadership changes, or geographic expansion beyond the single Atlanta office.

Name

Grace & Associates

Legal name

Grace CPA

Website

https://gracecpa.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

1–10 employees

Short description

Grace & Associates (Grace CPA) is a privately-held, single-office accounting firm in Atlanta, Georgia, founded in 1976, providing tax, audit, payroll, bookkeeping, and advisory services to small businesses and individuals on a project-based fee model.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Tax preparation services
• Audit attestation services
• Payroll processing services
• Bookkeeping services
• Accounting advisory services

Headquarters

HQ city

Atlanta

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 Services Fees: The firm invoices clients on completion of projects or as stated in signed engagement letters. Revenue is generated through billable professional services including tax preparation, bookkeeping, payroll processing, audit/attestation services, and advisory consulting. No subscription or recurring billing model described.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Grace & Associates (Grace CPA) is an Atlanta-based accounting and tax services firm that provides tax preparation and planning (corporate, partnership, individual, trusts and estates), audit, review and compilation attestation services, payroll processing and compliance, corporate bookkeeping and financial statement preparation, and business advisory services (entity selection, software implementation, forensic/fraud investigation, M&A advisory, cash flow analysis, financial projections, and outsourced CFO services). The firm delivers these services directly to clients on a project/engagement basis, serving small businesses and individuals primarily in the Southeast United States.

Product overview

Grace & Associates (Grace CPA) is a professional accounting firm providing a unified suite of financial services rather than a software product. The firm offers five integrated service lines: Tax Services (corporate, partnership, individual, and trusts/estates tax preparation and planning), Audit Services (audit, review, and compilation attestation), Payroll Services (processing, filings, and compliance), Bookkeeping Services (corporate bookkeeping and financial statement preparation), and Advisory Services (entity selection, accounting software implementation, forensic services, business transactions, and CFO services). These services are designed to work together as a comprehensive financial solution for small businesses and individuals, from entity formation through ongoing operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation and planning services including corporate tax, partnership tax, individual tax, trusts and estates tax services, and IRS/state/local tax representation. Designed for small businesses and individual clients needing multi-entity tax compliance and planning.
• Audit Services Attestation services including audit, review, and compilation services using a technology-driven approach to deliver dependable financial reporting. Designed for businesses requiring third-party assurance on financial statements.
• Payroll Services Payroll processing services including employee payroll processing, quarterly and annual filings, after-the-fact payroll processing, and compliance with filing and withholding requirements. Suitable for single-owner businesses through larger-staff employers.
• Bookkeeping Services Financial record-keeping services including corporate bookkeeping, financial statement preparation, and cash flow and budgeting analysis to enable informed business decisions. Targeted at small and growing businesses needing reliable ongoing financial record management.
• Advisory Services Business advisory services including new entity selection and restructuring, accounting software selection and implementation, fraud/forensic/investigation and dispute services, business transactions (mergers, acquisitions, divestitures), cash flow and budgeting analysis, financial projections and forecasts, and outsourced CFO services. Designed for businesses at any stage from startup through established operations.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• StripeminorOthersStripe is used as the third-party payment processor for client invoice payments. Payment information is encrypted by Stripe's servers and is not saved. This is a transactional payment processing relationship only.

Scale indicators2 records

Recent moves1 record

Expansion highlights4 records

Emerging players

• Pilot.com: Tech-enabled accounting, tax, and CFO services platform for small businesses, offering subscription-based bookkeeping and back-office accounting. Comparable SMB accounting focus with a software-led delivery model contrasting Grace's traditional CPA model.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 US accounting firm with strong presence across the Southeast offering tax, audit, advisory, and outsourced accounting to SMBs and middle-market clients. Overlaps with Grace in SMB tax and bookkeeping services at greater scale.
• Plante Moran: Large US accounting and advisory firm providing tax, audit, advisory, and outsourced accounting services across multiple industries. Significant overlap with Grace's SMB tax, bookkeeping, and advisory offerings, with broader geographic and industry reach.
• BDO USA: Top-tier global accounting network with full-service tax, audit, and advisory offerings to SMB, middle-market, and larger clients. Comparable service taxonomy to Grace at vastly greater scale.

Regional players

• Mauldin & Jenkins: Southeast US-headquartered CPA firm offering tax, audit, advisory, and outsourced accounting to small and mid-sized businesses. Comparable service mix and client profile with a broader Southeast footprint than Grace.
• Cherry Bekaert: Southeast-based national CPA and advisory firm providing tax, audit, accounting, and advisory to SMBs and middle-market clients. Comparable services with multi-state Southeast reach versus Grace's metro focus.

Direct peers

• Bennett Thrasher: Atlanta-based accounting and advisory firm with tax, audit, advisory, and CFO services across SMB and high-net-worth segments. Direct competitor in the same Atlanta metro, comparable to Grace on service breadth.
• Windham Brannon: Atlanta-based CPA and advisory firm providing tax, audit, advisory, and outsourced accounting services to SMBs and high-net-worth clients. Closely comparable to Grace on geography, segment, and full-service accounting model.
• Frazier & Bowles: Atlanta-based accounting firm providing tax, audit, and advisory services to small businesses, nonprofits, and individuals. Similar regional focus and full-service offering aligned with Grace's service profile.
• Smith & Howard: Long-established Atlanta-based CPA and advisory firm offering tax, audit, accounting, and advisory services to individuals and businesses across the Southeast. Directly comparable to Grace in market, service mix, and SMB/high-net-worth client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 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 Grace & Associates