What The Consulting Group does

The Consulting Group, LLC is a privately held professional services firm headquartered in McAllen, Texas, serving business owners in the Rio Grande Valley (RGV) region of South Texas. The firm operates as a single-location practice founded approximately a decade ago, with a stated headcount of 1-10 employees. It delivers a consolidated suite of management consulting, tax, and administrative services to small and mid-sized businesses and entrepreneurs, positioning itself as a one-stop partner from business inception through ongoing operations.

The service catalog spans three operational pillars: business consulting (management, human resources, entrepreneurial, efficiency, business plans, contract review, document review, contract/lease negotiation, start-up planning, operational analysis); tax and financial services (personal/business tax preparation, bookkeeping, payroll, sales tax, IRS notice response, 1099 preparation); and administrative services (notary, virtual assistant, QuickBooks training). The firm does not operate a software platform; service delivery is manual and custom-tailored, with no proprietary technology, integrations, or AI capabilities disclosed. Underlying technology is limited to a GoDaddy-hosted website with integrated booking functionality and standard contact channels (phone and email).

The business model is a local, sales-led professional services offering targeting SMBs and entrepreneurs in the Rio Grande Valley. Pricing is not publicly disclosed and follows a quote-based engagement model with custom solutions. Distribution is direct: in-person consultations at the McAllen office, supplemented by phone and email. The firm has no disclosed parent company, subsidiaries, investors, funding rounds, partnerships, M&A activity, or awards. Customer logos are not published, and revenue is not disclosed.

Name

The Consulting Group

Legal name

The Consulting Group, LLC

Website

https://theconsultingroup.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

The Consulting Group, LLC is a privately held professional services firm in McAllen, Texas offering management consulting, tax preparation, bookkeeping, payroll, and administrative services to small and mid-sized businesses and entrepreneurs in the Rio Grande Valley.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Management consulting
• Tax preparation
• Business advisory
• Bookkeeping services
• Payroll services

Headquarters

HQ city

Mcallen

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Consulting Services: Revenue generated from providing management consulting, human resources consulting, entrepreneurial consulting, business plans, efficiency consulting, business contract review, document review, contract/lease negotiation, and start-up planning services to business owners in the Rio Grande Valley.
2. Tax and Financial Services: Revenue from personal/business tax preparation, bookkeeping, payroll processing, sales tax filing, IRS notice response, and annual 1099 preparation services.
3. Administrative Services: Revenue from notary services, virtual assistant support, and QuickBooks training services provided to clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

The Consulting Group, LLC provides management consulting, human resources consulting, entrepreneurial consulting, business plan development, efficiency consulting, business contract review, document review, contract/lease negotiation, start-up planning, and operational analysis to small and mid-size businesses in the Rio Grande Valley. It also offers tax preparation (personal and business), bookkeeping, payroll processing, sales tax filing, IRS notice response, and 1099 preparation, supplemented by notary services, virtual assistant support, and QuickBooks training.

Product overview

The Consulting Group, LLC is a professional services firm offering a comprehensive suite of consulting, tax, and advising services for businesses in the Rio Grande Valley. The firm provides business consulting services including Management Consulting, Human Resources Consulting, Entrepreneurial Consulting, Business Plans, Efficiency Consulting, Business Contract Review, Document Review, Contract/Lease Negotiation, Start-up Planning, and Operational Analysis. Tax and financial services include Personal/Business Tax Services, Bookkeeping Services, Payroll Services, Sales Tax Services, IRS Notice Response, and 1099 Preparation. Administrative support services encompass Notary Services, Virtual Assistant Services, and QuickBooks Training. The company operates as a single-service practice rather than a software platform, delivering custom-tailored solutions to meet the unique needs of clients at various price points.

Differentiator

Problem solved

Functional benefit

Products and services

• Management Consulting Strategic management advisory services to help businesses optimize operations and achieve organizational goals; aimed at small business owners in the Rio Grande Valley.
• Human Resources Consulting HR advisory services including staffing strategies, employee development, and workplace compliance; targeted at small and mid-size businesses.
• Entrepreneurial Consulting Guidance for entrepreneurs on business development, growth strategies, and market positioning; aimed at startup founders and early-stage business owners.
• Business Plans Comprehensive business plan development for startups and existing businesses seeking financing or strategic direction.
• Efficiency Consulting Process optimization and efficiency analysis to reduce costs and improve productivity for small businesses.
• Business Contract Review Review and analysis of business contracts to protect client interests and ensure favorable terms.
• Document Review Professional review of business and legal documents for accuracy and compliance.
• Contract/Lease Negotiation Negotiation support for contracts and leases to secure optimal terms for clients.
• Start-up Planning Comprehensive planning services for new business ventures from concept through launch.
• Operational Analysis Assessment of business operations to identify areas for improvement and optimization.
• Personal/Business Tax Services Tax preparation and planning services for both individuals and businesses.
• Bookkeeping Services Financial record-keeping and bookkeeping to maintain accurate business records for small businesses.
• Payroll Services Payroll processing and administration for businesses of all sizes.
• Sales Tax Services Sales tax calculation, filing, and compliance services for businesses.
• IRS Notice Response Assistance with responding to and resolving IRS notices and audits for clients.
• 1099 Preparation Annual 1099 form preparation and filing for contractors and vendors.
• Notary Services Notary public services for document authentication and notarization.
• Virtual Assistant Services Remote administrative support to assist with day-to-day business operations.
• QuickBooks Training Training services to help clients learn and effectively use QuickBooks accounting software.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves2 records

Expansion highlights1 record

Others

• Paychex: Large payroll, HR, and benefits services provider for SMBs; competes with The Consulting Group's payroll and bookkeeping lines via scaled technology and pricing.
• ADP: Global payroll and HR services platform whose small-business suite (RUN Powered by ADP) competes head-on with The Consulting Group's payroll and HR consulting offering.

Broad incumbents

• CliftonLarsonAllen (CLA): Major U.S. accounting and consulting firm focused on private SMB and mid-market clients; comparable advisory, tax, and outsourcing stack.
• Insperity: Large PEO and HR consulting firm serving SMBs with HR, payroll, and workforce solutions; overlaps with The Consulting Group's HR consulting and payroll offerings at significantly greater scale.
• Robert Half: Staffing and consulting firm with practice areas spanning management consulting, finance/accounting consulting, and HR support; competes in adjacent categories to The Consulting Group.
• CBIZ: National provider of accounting, tax, and advisory services to SMB and mid-market clients; comparable full-lifecycle service stack including consulting, tax, and payroll.
• H&R Block: National consumer and small business tax preparation brand with local offices; overlaps directly with The Consulting Group's personal/business tax services.
• BDO USA: Global accounting and advisory network serving SMB through mid-market with tax, consulting, and outsourced finance; a broad incumbent whose SMB practice overlaps with The Consulting Group.

Regional players

• Wipfli: Top-20 U.S. accounting and consulting firm with strong Midwest/regional presence delivering tax, advisory, and outsourcing to SMBs; parallels The Consulting Group's local-firm positioning.

Direct peers

• Padgett Business Services: National franchise network providing small business accounting, tax, payroll, and consulting to owners; closest direct analog to The Consulting Group's bundled SMB advisory model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 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 The Consulting Group