Name

PrimeNumbers

Legal name

PrimeNumbers

Website

https://prime.cpa

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Accounting & Virtual CFO Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Virtual CFO services
• Small business accounting
• Bookkeeping and payroll
• Tax preparation services
• Financial advisory services

Headquarters

HQ city

Fargo

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Virtual CFO Subscription Services: Monthly subscription-based virtual CFO services with three tiers (Essential, Plus, Premium) providing ongoing bookkeeping, accounting, financial reporting, payroll, strategic planning, and CFO-level guidance. Packages are customized during discovery to include only needed services.
2. Tax Preparation Services: Individual tax returns starting at $750, business returns starting at $1,500, with comprehensive tax packages available ($1,250 individual, $2,500 business). Tax planning included free for vCFO subscribers with reduced preparation fees.
3. Industry-Specific Add-on Packages: Additional service tiers for Construction, Automotive, Medical, Professional Services, and Service Business verticals with industry-specific features like job costing, certified payroll reporting, AR management, and provider compensation modeling

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels5 records

Core offering

PrimeNumbers offers a Virtual CFO (vCFO) service model that combines day-to-day bookkeeping, accounting, payroll processing, accounts payable/receivable management, tax planning, and strategic CFO advisory into a single dedicated-team offering for small and mid-sized businesses. The core vCFO service is available in tiered subscriptions (Essential, Plus, Premium) with industry-specific add-on modules tailored to Construction, Automotive Service, Medical Professionals, Professional Services, and Service Businesses. The firm also delivers year-round tax preparation and planning for individuals and businesses through the PrimeTax sub-brand.

Product overview

PrimeNumbers is a virtual CFO services firm offering a unified vCFO model that combines day-to-day bookkeeping, accounting, payroll, tax planning, and strategic CFO advisory into customizable service packages. The core offering is the vCFO model available in three tiers (Essential, Plus, Premium) with industry-specific add-on modules for Construction, Automotive Service, Medical Professionals, Professional Services, and Service Businesses. PrimeTax provides complementary year-round tax planning and preparation services for both individuals and businesses. All services are delivered through a dedicated team approach rather than siloed departments, emphasizing proactive communication and customized financial guidance.

Differentiator

Problem solved

Functional benefit

Brands

• PrimeTax: Year-round tax planning and preparation service for individuals and businesses
• vCFO (Virtual CFO)

Products and services

• Virtual CFO (vCFO) A comprehensive virtual CFO service model that combines bookkeeping, accounting, strategic planning, payroll, and financial advisory into a unified offering for small and mid-sized businesses. The vCFO model delivers complete financial operations support through a dedicated team approach rather than siloed services, available in tiered monthly subscriptions.
• PrimeTax Year-round tax planning and preparation service for individuals and businesses, designed to integrate with the vCFO model. Provides proactive tax strategy, tax return preparation, and planning meetings throughout the year rather than only at filing time.
• Individual Tax Services Personal income tax preparation and planning for individuals. Individual returns start at $750, with individual tax packages starting at $1,250 that include online secure portal access, tax review meeting, federal and state e-filing, quarterly tax estimates, and year-round tax planning meetings.
• Business Tax Services Business income tax preparation and planning. Business returns start at $1,500, with business tax packages starting at $2,500 that include strategic advice to maximize tax savings, tax-smart compensation planning, and retirement and benefit strategies. Reduced rates apply for vCFO subscribers.
• vCFO Construction Industry-specific vCFO add-on package for construction and contractor businesses. Adds certified payroll reporting, job costing, job profitability reporting, vendor relations for material cost control, retainage reconciliation and analysis, work-in-process reconciliation, and liquidity analysis for bids and bonding requirements.
• vCFO Automotive Service Industry-specific vCFO add-on package for automotive service and repair businesses. Adds inventory controls, KPIs by department or service line, labor and utilization rate analysis, capital management for parts and service operations, and pricing and margin optimization strategies.
• vCFO Medical Professionals Industry-specific vCFO add-on package for medical practices and healthcare providers. Adds department profitability analysis, KPI development, cash flow forecasting via insurance reimbursement, and custom provider compensation models.
• vCFO Professional Services Industry-specific vCFO add-on package for engineering firms, architecture practices, and law offices. Adds employee utilization analysis and custom compensation models for professional partnerships.
• vCFO Service Business Industry-specific vCFO add-on package for service businesses (HVAC, electrical, cleaning, consulting). Adds retainage reconciliation analysis, recurring revenue optimization, and capital management for projects.

Quantifiable outcome

• Year-round tax planning reduces tax liabilities compared to reactive filing-only approach
• +2 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and supporting.

• QuickBooks OnlinecoreTechnology or IntegrationPrimary accounting platform used for client bookkeeping, financial reporting, and accounting system setup. QuickBooks ProAdvisor Elite Certified firm providing consulting, optimization, training, and ongoing support for QuickBooks users.
• CanopycoreTechnology or IntegrationClient portal and practice management platform used for secure client communications and document exchange.
• Bill.comcoreTechnology or IntegrationAccounts payable automation platform used for payment processing and cash flow management on behalf of clients.
• Microsoft TeamssupportingTechnology or IntegrationCommunication and collaboration platform used for team and client communications.
• ZoomsupportingTechnology or IntegrationVideo conferencing platform used for client meetings and Financial Huddle sessions.
• Google DrivesupportingTechnology or IntegrationCloud document storage and collaboration platform for client file management.
• DropboxsupportingTechnology or IntegrationCloud storage platform used for file management and document storage.
• WavesupportingTechnology or IntegrationFree online accounting software option recommended for small business clients with simpler needs.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Botkeeper: Automated bookkeeping service combining human accountants with proprietary software, serving small businesses and accounting firms. Comparable subscription model with tech-augmented delivery.
• AccountingDepartment.com: Outsourced bookkeeping, controller, and CFO services for small and mid-sized businesses. Closely comparable vCFO-style subscription offering with dedicated team delivery model.
• Pilot.com: Tech-enabled bookkeeping, accounting, tax, and CFO services for SMBs and startups. Direct competitor in the vCFO + bookkeeping subscription model, with significantly larger scale and venture backing.
• Ignite Spot: Online bookkeeping, tax, and CFO services for small businesses. Comparable subscription-based model with industry-specific positioning.
• Bench.co: Subscription-based bookkeeping and financial reporting service for small businesses. Targets the same SMB segment with a software-augmented model and offers tax/tax-advisory add-ons similar to PrimeNumbers.
• inDinero: Outsourced bookkeeping, tax, and CFO services for growing small businesses. Competes directly in the vCFO subscription category with a tech-enabled delivery model.
• 1-800Accountant: National accounting and tax advisory firm serving small businesses and individuals, with bookkeeping, payroll, tax, and CFO-style advisory offerings. Competes on price and scale across the same SMB customer base.

Broad incumbents

• Anders CPAs + Advisors: Larger, full-service CPA and advisory firm offering bookkeeping, tax, audit, and CFO advisory. Overlaps with PrimeNumbers' vCFO services but serves a wider client base and a broader menu of professional services.
• Eide Bailly: Large regional accounting firm with tax, audit, advisory, and outsourced CFO services. Competes with PrimeNumbers in the outsourced finance and CFO segment, but from a Top-25 firm scale with many additional service lines.

Emerging players

• CFO Share: Fractional/virtual CFO services firm serving small and mid-sized businesses. Closely comparable in service mix to PrimeNumbers' vCFO model, but typically operating at slightly larger scale and in different geographies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/primenumberscpa
• LinkedInlinkedin.com/company/primenumbers

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 PrimeNumbers