Universal Accounting & Bookkeeping

What Universal Accounting & Bookkeeping does

Universal Accounting & Bookkeeping is a privately held, for-profit accounting services firm founded in 2003 and headquartered in Jacksonville, Florida. The firm provides bookkeeping and business planning services to small businesses, positioning itself in the local SMB professional services segment. Publicly disclosed information about the company is limited: it operates with a stated headcount of 1-10 employees, has no disclosed funding, and maintains a minimal web presence (the public website consists primarily of placeholder and tracking infrastructure rather than substantive product or service detail).

The firm's service offering centers on core bookkeeping functions (transaction recording, reconciliation, and likely financial statement preparation) paired with business planning support for owners of small enterprises. No proprietary technology, software platform, integrations, or AI-enabled tooling is referenced in any source — the practice appears to operate as a traditional professional services engagement rather than a technology-enabled or SaaS-based business. There is no documented product lineup, no disclosed pricing model or publicly posted fee schedule, no certifications or compliance credentials, and no named team or leadership roster.

The go-to-market is similarly opaque: no customer segments are formally enumerated, no customer logos are disclosed, and no marketing or distribution channels are identified. Ownership, corporate structure, regulatory standing, and operating geography beyond Jacksonville are all unspecified. The firm therefore presents as a long-standing micro-practice whose strategic posture, scale, and forward trajectory cannot be triangulated from publicly available information, and which would warrant additional primary-source diligence before any investment or partnership consideration.

Name

Universal Accounting & Bookkeeping

Website

https://universalaccountingfinancial.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Universal Accounting & Bookkeeping is a privately held Jacksonville, Florida-based firm founded in 2003 that provides bookkeeping and business planning services to small businesses, operating with a headcount of 1-10 employees.

Ownership category

akta.pro rank

Product category

Bookkeeping & Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Bookkeeping services
• Small business accounting
• Business planning services
• Financial recordkeeping
• Tax preparation support

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel

Core offering

Universal Accounting & Bookkeeping provides bookkeeping and business planning services for small businesses. The firm is based in Jacksonville, United States, and operates as a small practice founded in 2003. Service delivery is supported through its website at universalaccountingfinancial.com.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Outsourced bookkeeping support provided to small businesses that lack in-house accounting capacity, covering ongoing financial recordkeeping.
• Business Planning Services Business planning services provided to small businesses to support financial and operational planning activities.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• 1-800Accountant: 1-800Accountant provides accounting, bookkeeping, and tax services to small businesses and entrepreneurs nationwide, targeting the same small-business segment as Universal Accounting & Bookkeeping.
• Ignite Spot Accounting: Ignite Spot Accounting provides outsourced bookkeeping services to small businesses across the US, with monthly close, financial reporting, and QuickBooks support, mirroring Universal's small-business bookkeeping focus.
• AccountingDepartment.com: AccountingDepartment.com offers outsourced bookkeeping and controller-level accounting services to small and growing businesses, with a delivery model that overlaps Universal's bookkeeping and business planning offering.
• Bench: Bench provides online bookkeeping services targeted at small businesses in the US and Canada, offering monthly bookkeeping, financial statements, and dedicated bookkeepers — the same core service Universal Accounting & Bookkeeping offers to small businesses.
• Pilot: Pilot delivers outsourced bookkeeping, accounting, and CFO services to small and mid-sized businesses, directly competing with traditional small-firm bookkeeping providers like Universal Accounting & Bookkeeping.
• Bookkeeper.com: Bookkeeper.com is a US-based bookkeeping services firm focused on small businesses, offering monthly bookkeeping, payroll, and tax support — closely comparable in customer profile and service mix to Universal.

Broad incumbents

• Intuit QuickBooks Live: Intuit's QuickBooks Live pairs small businesses with on-demand bookkeepers inside the QuickBooks ecosystem, providing a broader, technology-led version of Universal's small-business bookkeeping service.
• BDO USA: BDO USA is a large national accounting and advisory firm with a small-business practice, representing the broader incumbent side of the market that competes for small-business bookkeeping and advisory work.
• H&R Block: H&R Block is a large US tax and accounting services firm serving individuals and small businesses, offering adjacent bookkeeping and small-business tax preparation that overlaps with Universal's service mix.

Others

• Xero: Xero is a leading cloud accounting software platform for small businesses and their accountants, an enabling technology used by — and competitive substitute for — services like those offered by Universal Accounting & Bookkeeping.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

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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 Universal Accounting & Bookkeeping