Whitfield
- Company typePrivate
- Founded1964
- HeadquartersRedwood City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Whitfield firmographics
Firmographics- Name
- Whitfield
- Legal name
- Whitfield Business & Tax Services Inc.
- Website
- https://www.whitfieldmgmt.com
- Company type
- Private
- Founded year
- 1964
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Whitfield industry classification
Industry- Product category
- Accounting & Tax Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Payroll Services (541214)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
- akta.pro secondary industry
- Payroll Tax Filing, Compliance & Remittance (BPACAIAC)
Keywords
Where Whitfield is headquartered
LocationHeadquarters
- HQ city
- Redwood City
- HQ country
- United States
- HQ region
- North America
Markets served
Whitfield business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Operations, Technology or R&D, Marketing or Sales, Personnel, Infrastructure
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Full-service accounting, tax, and payroll services |
Distribution channels1 record
Marketing channels4 records
Whitfield product offering
Product offeringCore offering
Whitfield provides outsourced accounting, bookkeeping, payroll, and tax preparation/planning services to small and mid-sized businesses, with additional business counseling and individual financial planning offerings. Services are delivered by E.A.-licensed professionals using QuickBooks software and a Secure Client Portal, with specialized expertise in oil industry franchisees, petroleum distribution, and grocery retail sectors.
Product overview
Whitfield Business & Tax Services Inc. is a full-service accounting firm offering a unified suite of financial services. The core offering consists of five integrated service lines: Bookkeeping Services (providing monthly reporting, balance sheets, bank reconciliation, and general ledger reports), Payroll Services (processing checks, quarterly reports, tax filings, and year-end reporting), Tax Services (preparation, planning, and IRS audit representation), and Business Counseling (financial advisory and profitability analysis). These are supported by a Secure Client Portal platform enabling 24/7 secure document exchange, with QuickBooks Services and individual financial planning as additional modules. The firm positions QuickBooks as a tool used within their bookkeeping workflow, and their secure portal serves as the technology backbone for client communication.
Differentiator
Problem solved
Functional benefit
Products and services
- Bookkeeping Services Comprehensive accounting and bookkeeping services including monthly reporting, balance sheets, bank reconciliation, and general ledger reports to help businesses manage finances accurately and timely. Targeted at small and mid-sized operating businesses needing ongoing back-office finance support.
- Payroll Services Complete payroll processing producing professional computer-generated checks, quarterly reports, payroll tax filings (941 forms, W-2 forms, state and federal tax deposits), and year-end reporting for businesses.
- Tax Services Tax preparation and planning services covering federal, state, and local taxes including sales tax, property tax, unemployment taxes, and IRS audit representation and tax problem resolution.
- Business Counseling Financial advisory service providing interpretation of financial records, profitability analysis, expense management, bank reconciliation, and strategic business guidance to improve efficiency and productivity for business owners.
- Secure Client Portal Online portal providing 24/7 access for secure file transfers with bank-level security, enabling clients to upload and receive documents electronically without printing and mailing.
- Services for Individuals Personal financial planning services for individuals and families, providing comprehensive financial plans tailored to individual circumstances.
Companies that use Whitfield
Customer profileIdeal customer profiles2 records
Whitfield technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Whitfield partnerships and signals
Strategic signalExpansion highlights3 records
Whitfield competitors and assessment
Company assessmentDirect peers
- Pilot: Pilot provides automated bookkeeping, tax, and CFO services for SMBs and startups — the most direct software-enabled competitor to Whitfield's bookkeeping and tax practice, competing for the same small-business client wallet.
- Bench: Bench delivers subscription-based bookkeeping paired with access to human bookkeepers, plus tax filing — directly overlapping Whitfield's monthly bookkeeping and tax preparation offerings for SMBs.
- 1-800Accountant: 1-800Accountant offers virtual bookkeeping, payroll, tax, and advisory services to SMBs and individuals nationally — a comparable virtual-delivery professional services firm targeting the same SMB compliance and tax needs.
- Padgett Business Services: Padgett Business Services is a franchise network of accounting and tax practices serving SMBs with bookkeeping, payroll, and tax services — directly comparable to Whitfield's bundled SMB service model and small-firm structure.
Broad incumbents
- H&R Block: H&R Block is a national tax preparation chain serving individuals and small businesses — overlapping Whitfield's tax preparation and IRS representation services at much larger scale and broader reach.
- ADP: ADP is a national payroll, tax filing, and workforce management provider — competing for the same SMB payroll and payroll-tax compliance work Whitfield performs, but at vastly larger scale and via software-led delivery.
- Intuit QuickBooks: Intuit QuickBooks is the dominant SMB accounting platform and the software backbone of Whitfield's bookkeeping workflow — adjacent as both a tool Whitfield relies on and a competitor offering Live Bookkeeping and QuickBooks Live services.
- Insperity: Insperity provides outsourced HR, payroll, and workforce administration to SMBs — a broader PEO offering that competes with Whitfield's payroll and compliance services while bundling benefits administration.
- Xero: Xero is a cloud accounting platform for SMBs and their accountants/bookkeepers — comparable to Whitfield's QuickBooks-based workflow and increasingly a backbone for advisory-led SMB accounting services.
Others
- Robert Half (Accountemps): Robert Half provides temporary and full-time accounting and finance staffing — adjacent to Whitfield's market because it supplies the talent pool that competing SMB accounting practices hire from, and shapes the labor cost base of the category.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Whitfield social profiles
Digital presenceWhitfield financial estimates
Financial estimateRevenue estimate
Valuation estimate
Whitfield leadership team
Management profileNumber of profiles
Whitfield funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Whitfield M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Whitfield
What does Whitfield do?
Whitfield provides outsourced accounting, bookkeeping, payroll, and tax preparation/planning services to small and mid-sized businesses, with additional business counseling and individual financial planning offerings. Services are delivered by E.A.-licensed professionals using QuickBooks software and a Secure Client Portal, with specialized expertise in oil industry franchisees, petroleum distribution, and grocery retail sectors.
Is Whitfield a public or private company?
Whitfield is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Whitfield founded?
Whitfield was founded in 1964. It employs 11 to 50 people.
Where is Whitfield based?
Whitfield is headquartered in Redwood City, United States, in the North America region.
Who are Whitfield's main competitors?
Direct peers on record are Pilot, Bench, 1-800Accountant and Padgett Business Services. Broad incumbents are H&R Block, ADP, Intuit QuickBooks, Insperity and Xero. Robert Half (Accountemps) is listed as an others.
Does Whitfield have an API?
No public API is recorded for Whitfield.
What industry is Whitfield in?
Whitfield's product category is Accounting & Tax Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting), with a secondary code of BPACAIAC, Payroll Tax Filing, Compliance & Remittance. Its NAICS code is 5412 and its SIC code is 8741.