Shannon & Company

What Shannon & Company does

Shannon & Company is a full-service Certified Public Accountant firm headquartered at 2355 Lakeview Dr., Beavercreek, Ohio, serving individuals and small businesses in Dayton, Ohio and surrounding regions. Founded in 1987, the firm operates as a private, independently owned practice with 1–10 employees and offers a consolidated suite of professional services: tax preparation and planning for personal, corporate, partnership, S Corp, trust, and estate returns; bookkeeping and business accounting; payroll tax compliance; IRS audit representation; and financial guidance for individuals and businesses.

The firm's core technology stack is centered on the QuickBooks ecosystem — it employs three Certified QuickBooks Pro Advisors who deliver setup, training, support, and ongoing accounting services — supplemented by a Value Added Reseller relationship with Microsoft Great Plains Business Solutions for software sales, installation, data migration, and training. The firm holds CPA licensure in Ohio and maintains memberships in AICPA and OSCPA, which provide continuing professional education, peer review, and regulatory standards adherence.

Revenue is generated entirely through professional-services fees quoted on a custom basis per engagement, with no public rate card. Go-to-market is direct-to-consumer: the firm relies on its Beavercreek office (open Monday–Friday 8 AM–8 PM and Saturday 8 AM–1 PM), a published phone line (937-426-5089), website contact forms, social media profiles, and community word-of-mouth referrals. Customer segments are horizontal — individuals and small business owners are both primary targets — with secondary service to corporations and partnerships. No venture capital, private equity, parent entity, or acquisition activity is disclosed.

Name

Shannon & Company

Legal name

Shannon & Company

Website

https://shannoncpa.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

Shannon & Company is a full-service CPA firm in Beavercreek, Ohio, founded in 1987, serving individuals and small businesses with tax preparation, bookkeeping, IRS representation, and QuickBooks support across the Dayton region.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Tax preparation services
• Bookkeeping services
• CPA accounting services
• QuickBooks support training
• Small business tax planning

Headquarters

HQ city

Dayton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Tax Preparation Services: Professional tax preparation for individuals and businesses including personal tax returns, corporation tax returns, partnership tax returns, S Corp tax returns, trust tax returns, and estate tax returns. Provides ongoing tax planning throughout the year to minimize tax liabilities.
2. CPA Accounting & Bookkeeping: Certified Public Accountant services including bookkeeping, payroll processing, financial statement preparation, and ongoing accounting support for businesses and individuals.
3. QuickBooks Support & Training: QuickBooks setup, support, training, and ongoing maintenance services provided by Certified QuickBooks Pro Advisors.
4. IRS Representation: Professional representation services for IRS audits and tax disputes, leveraging CPA credentials to represent clients before tax authorities.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Shannon & Company is a full-service CPA firm providing tax preparation, bookkeeping, CPA accounting, QuickBooks support and training, IRS representation, payroll tax services, and tax planning to individuals and small businesses in the Dayton, Ohio region. The firm leverages Certified QuickBooks Pro Advisor expertise and a Value Added Reseller relationship with Microsoft Great Plains to deliver software-enabled accounting services alongside traditional CPA advisory work.

Product overview

Shannon & Company is a full-service CPA firm offering a comprehensive suite of financial and accounting services. The core offering centers on three interconnected service areas: Tax Services (including tax preparation for personal, corporate, partnership, S Corp, trust, and estate returns, plus tax planning and IRS representation), Bookkeeping and Accounting Services (professional bookkeeping, business accounting, and CPA accounting), and QuickBooks Services (support, training, and certified ProAdvisor assistance). These services work together to provide end-to-end financial guidance—from daily transaction recording through tax filing and long-term tax planning—enabling small businesses and individuals to maintain accurate financial records while minimizing tax liabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Full-service tax preparation for individuals and businesses including personal tax returns, corporation tax returns, partnership tax returns, S Corp tax returns, trust tax returns, and estate tax returns.
• Bookkeeping Services Professional bookkeeping services that maintain accurate financial records, analyze spending patterns, reduce tax liability, and ensure compliance for businesses.
• CPA/Accounting Services Certified Public Accountant services including financial planning, tax advice, business management advisory, and long-term financial guidance for individuals and businesses.
• QuickBooks Support, Training & Accountant Services Certified QuickBooks Pro Advisor services covering ongoing technical support, software setup, account mapping, custom invoice creation, training for staff, troubleshooting, strategic analysis, error identification, and day-to-day task automation.
• IRS Representation Professional CPA representation during IRS audits, working with tax authorities to guide clients through the audit process.
• Payroll Tax Services Payroll tax preparation and compliance services to help businesses manage payroll tax filing and avoid penalties.
• Tax Planning Services Long-term tax planning to minimize tax liability, maximize deductions and credits, and help clients meet financial goals.
• Business Accountant Services Business accounting services including accurate financial data collection, maintenance, and preparation for decision-making and financial tracking.

Quantifiable outcome

• Reduce tax liability through expert planning and deduction identification
• +1 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core.

• American Institute of Certified Public Accountants (AICPA)coreOthers · 1 January 1887Shannon & Company is a proud member of AICPA, the largest member association representing accountants in the world. AICPA plays an important role in setting standards in the CPA field with a history dating to 1887.
• Microsoft Great Plains Business SolutionscoreTechnology or IntegrationShannon & Company is a Value Added Reseller for Microsoft Great Plains Business Solutions, offering experienced sales support, software installation and data migration, training, and ongoing service and support for Microsoft Great Plains customers.
• Intuit (QuickBooks)coreTechnology or IntegrationShannon & Company has three Certified QuickBooks Pro Advisors on staff. The firm offers QuickBooks support, training, and consulting services leveraging QuickBooks software as an accounting solution for small and mid-sized businesses.
• Ohio Society of Certified Public Accountants (OSCPA)coreOthersShannon & Company is a proud member of OSCPA which offers continuing professional education (CPE) for CPAs in Ohio, ensuring the firm stays current with professional standards and regulations.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• H&R Block: Large national tax preparation chain with retail offices serving individual and small business clients. Overlaps with Shannon's individual tax prep and small business tax services at much larger scale.
• BDO USA: Large national accounting and advisory firm providing tax, audit, and consulting across SMB and middle-market segments. Overlaps with Shannon's business tax and advisory services for growing SMBs.
• Crowe LLP: Major national accounting and advisory firm with mid-market and SMB service lines. Comparable full-service CPA offerings but at significantly larger scale and broader geographic footprint.
• Jackson Hewitt Tax Service: National tax preparation franchise competing for individual and small business tax clients. Comparable service offering at significantly larger scale and brand recognition.

Direct peers

• GBQ Partners: Ohio-based accounting and advisory firm offering tax, audit, and consulting to businesses and individuals. Comparable as a Midwest regional CPA firm with similar SMB and individual client mix.
• Intuit QuickBooks Live: Intuit's in-house bookkeeping and tax service staffed by QuickBooks experts, directly competing with Pro Advisor firms like Shannon for SMB bookkeeping and tax preparation clients.
• Rea & Associates: Ohio-headquartered regional CPA and business advisory firm serving SMBs with accounting, tax, and consulting services. Highly comparable in geography, client segment, and full-service CPA delivery model.
• Clark Schaefer Hackett: Ohio and Midwest-based CPA advisory firm providing tax, accounting, and business consulting to SMBs. Comparable in regional scope, client profile, and full-service CPA offering.

Emerging players

• Bench: Tech-enabled online bookkeeping service for small businesses combining software with dedicated bookkeepers. Competes directly with Shannon's core SMB bookkeeping offering through a digital-first delivery model.
• Pilot.com: Online bookkeeping, tax, and CFO services for startups and small businesses. Represents the digital-native category that is disrupting traditional local CPA firms serving SMBs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

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 Shannon & Company