Findon & Associates, CPAs & Advisors

What Findon & Associates, CPAs & Advisors does

Findon & Associates, CPAs & Advisors is a full-service accounting firm headquartered at 12013 Frankstown Rd, Pittsburgh, Pennsylvania, providing tax preparation, accounting, bookkeeping, payroll, and business consulting services. Founded in 1980 and operating with a headcount of 11–50, the firm serves individual taxpayers, corporations, partnerships, and specialized trust, estate, and non-profit clients across the greater Pittsburgh metropolitan area, including Monroeville, Oakmont, New Kensington, Homestead, Murrysville, Export, and Shaler Township. Service delivery is performed through in-person consultations at the main office, supplemented by phone and email communication and the KarbonHQ client portal for document submission and engagement management.

The firm's revenue model is built on traditional professional services billing, with quote-based pricing that is not publicly disclosed and that scales with client need and engagement complexity. Its go-to-market is sales-led and relationship-driven, relying on local presence, word-of-mouth referrals, direct outreach, and a digital footprint that includes a service-paginated website, blog content, customer reviews, and social media profiles. Customer segmentation is horizontal across three primary groups (Individuals, Businesses, and Trusts/Estates/Non-Profits), with no single segment materially dominating per disclosed data. The firm does not publish financial statements and does not report revenue, headcount changes, or strategic-program disclosures.

Technologically, the firm relies on third-party SaaS tooling — primarily KarbonHQ for client document workflows and Webware.ai for the website — with no proprietary platform, API, software offering, or AI/ML capability described. There are no patents, trademarks, certifications, partnerships beyond tooling vendors, funding rounds, M&A activity, or expansion beyond the regional Pittsburgh footprint disclosed in the input data. Competitive differentiation rests on the experience of owner Heather and the professional staff, long-tenured local reputation, and in-person service availability for a relationship-driven client base.

Name

Findon & Associates, CPAs & Advisors

Legal name

Findon & Associates, CPAs & Advisors

Website

https://lmlivengoodcpa.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

11–50 employees

Short description

Findon & Associates, CPAs & Advisors is a Pittsburgh-based CPA firm founded in 1980 that provides tax preparation, accounting, bookkeeping, payroll, and business consulting services to individuals, corporations, partnerships, and non-profits across the greater Pittsburgh metropolitan area.

Ownership category

akta.pro rank

Headquarters

HQ city

Pittsburgh

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: Revenue generated through professional accounting services including tax preparation, accounting, bookkeeping, payroll processing, and business consulting. Typical professional services billing model with services rendered to individuals, corporations, and partnerships.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Findon & Associates, CPAs & Advisors is a full-service accounting firm offering professional tax preparation, accounting, bookkeeping, payroll processing, and business consulting services. The firm serves individuals, corporations, partnerships, trusts, estates, and non-profit organizations across the greater Pittsburgh, Pennsylvania metropolitan area. Service delivery is centered on in-person consultation supported by a KarbonHQ online client portal for document exchange and engagement.

Product overview

Findon & Associates, CPAs & Advisors is a full-service accounting firm offering a unified suite of professional services rather than a software product platform. The core service portfolio centers on five interconnected practice areas: Tax Services (preparation, planning, and compliance for individuals and businesses), Accounting Services (financial statements and reporting), Bookkeeping (ongoing financial record maintenance), Payroll Services (processing and tax withholding), and Business Consulting (advisory and strategy). Client Document services provide secure portals for Individual, Business, and Trust/Estate/Non-Profit taxpayers to access and submit required documentation. These services are delivered as integrated professional offerings, with tax, accounting, and consulting often provided together to address clients' comprehensive financial needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Professional tax preparation, planning, and compliance services for individuals, businesses, trusts, estates, and non-profit organizations, including tax return preparation, tax strategy consultation, and assistance with filing requirements.
• Accounting Services Comprehensive accounting services including financial statement preparation, audit support, and financial reporting for individuals and businesses.
• Bookkeeping Ongoing bookkeeping services to maintain accurate financial records, track expenses, and manage accounts for businesses and individuals.
• Payroll Services Payroll processing services including paycheck preparation, tax withholding calculations, and payroll tax filing assistance for businesses.
• Business Consulting Advisory services providing guidance on business strategy, financial planning, and operational improvements for businesses.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• H&R Block: Largest U.S. retail tax preparation chain serving individual taxpayers with both DIY software and in-person professional services. Directly comparable because Findon's tax preparation work sits in the same core market - individual and small-business tax filing - though H&R Block operates at vastly greater scale with national retail and digital distribution.
• BDO USA: Top-tier U.S. accounting and advisory firm offering tax, audit, and consulting to mid-market companies. Comparable because BDO competes for some of the same mid-size business clients Findon serves and represents the larger competitor the firm could face as its business clients grow.
• Liberty Tax Service: National tax preparation chain operating retail offices across the U.S. for individual and small-business tax filing. Comparable as a competing provider of retail-style tax preparation services, though Liberty operates a franchise model at meaningfully larger scale than Findon.
• Marcum LLP: Top-15 U.S. accounting and advisory firm serving private middle-market businesses with tax, audit, and consulting services. Comparable because Marcum pursues similar business tax and advisory engagements Findon handles and represents the type of mid-market firm that may absorb Findon's business clients as they grow.
• Jackson Hewitt Tax Service: National tax preparation franchise with storefront and online services focused on individual and small-business returns. Comparable because Jackson Hewitt directly competes in the same tax preparation segment Findon targets, with similar in-person consulting plus digital tools.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm focused on private middle-market companies across industries. Comparable as a broad incumbent offering accounting, tax, and advisory services to the same mid-market business clients Findon serves, though at much larger scale with deep specialty practices.

Emerging players

• Pilot: Tech-enabled bookkeeping, tax, and CFO services built specifically for small businesses and startups. Comparable because it substitutes for the bookkeeping, accounting, and tax work Findon performs for SMBs, with software-driven economics that pressure traditional CPA firm pricing.
• Bench Accounting: Tech-enabled SMB bookkeeping and accounting service combining software with dedicated bookkeepers. Comparable because it directly targets Findon's small-business bookkeeping and accounting segment with a modern, subscription-based delivery model that competes for the same clients.
• Insperity: PEO and HR services provider that bundles payroll, benefits, tax support, and HR administration for SMB clients. Comparable because Insperity competes with Findon's payroll services and could displace traditional CPA firms offering payroll to small business clients.

Direct peers

• 1-800Accountant: Virtual accounting and tax services firm serving small businesses and individuals nationwide. Comparable as a direct competitor offering the same core services - bookkeeping, payroll, tax, and advisory - that Findon bundles into client engagements, with a virtual delivery model targeting the same SMB and self-employed segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/FindonAssociat1
• LinkedInlinkedin.com/company/findon-cpa

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 Findon & Associates, CPAs & Advisors