AvantiPRO

What AvantiPRO does

AvantiPRO is a privately held professional services firm headquartered at 110 Crown Oak Centre Dr., Longwood, FL, that delivers an integrated suite of tax, accounting, productivity, and business advisory services to small business owners, individuals, and entrepreneurs across most US states. The firm's core service stack is anchored by CPA-led Tax Planning (personal and business returns, Qualified Business Income Deduction strategies, retirement plan selection) and recurring CPA-managed Accounting Packages offered in tiered annual, quarterly, and monthly subscriptions that escalate from reactive bookkeeping to strategic advisory. These are extended by a Certified Productive Environment Specialist practice (office systems, email, paper, data, and layout organization), Kolbe-certified Team Dynamics consulting (conative assessments for hiring and team communication), and Business Advisory Services covering succession planning, family office coordination, and executive benefits.

Underlying technology is modest and operationally focused: a secure client portal at avantipro.securefilepro.com handles document exchange and intake, supplemented by a proprietary Family Estate Organizer (FEO) program (trademarked, printed-plus-online) and digital fillable PDF 2025 Tax Organizers across Individual, S-Corp, C-Corp, Partnership, and Tax-Exempt entity types. No public API, SDK, or AI/ML capability is disclosed.

The go-to-market is sales-led and relationship-driven: direct phone (407.331.7330), virtual, and in-person consultations, complemented by email newsletters, website content, and recurring in-person workshops at the Avanti Community Room in Longwood. Pricing is quote-based and not publicly disclosed; revenue is generated through subscription recurring accounting packages and professional services fees for tax, productivity, Kolbe consulting, and advisory work. The firm is founder/partner-owned with two named principals, Leisa Bilello (co-owner, CPES Masters, Kolbe Certified Consultant) and Cathie D. Mannion (CPA licensed in Indiana and Florida, Enrolled Agent, MBA from the University of Central Florida).

Name

AvantiPRO

Legal name

AvantiPRO

Website

https://avantipro.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

AvantiPRO is a privately held Longwood, FL-based professional services firm offering integrated tax preparation, CPA-managed accounting, productivity consulting, Kolbe team assessments, and business advisory services to small business owners, individuals, and entrepreneurs across most US states.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161)

SIC

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

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Tax preparation services
• Small business accounting
• Business advisory services
• Productivity consulting
• Succession planning

Headquarters

HQ city

Longwood, Florida

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. CPA Managed Service Packages: Bundled accounting packages with tiered service levels (Annual/Quarterly/Monthly) providing reactive, proactive, or strategic accounting support. Monthly packages include a business accountability partner relationship.
2. Tax Preparation and Filing Services: Personal, business, not-for-profit, and employment tax return preparation and filing services.
3. Productivity Consulting Services: Certified Productive Environment Specialist services helping businesses organize systems, manage data files, email, paper, and office layouts. Offers both DIY packages and expert consulting.
4. Kolbe Consulting Services: Team dynamics and conative strength assessments using Kolbe Wisdom methodology. Includes individual assessments, team analysis, and customized advice for couples and business partners.
5. Business Advisory and Succession Planning: Strategic business tax management, business plan development, family office services, and executive benefits coordination.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

AvantiPRO is a professional services firm that delivers tax preparation and planning (personal, business, not-for-profit, employment), CPA-managed accounting packages at annual/quarterly/monthly tiers, business advisory (succession planning, family office, executive benefits), productivity/office organization consulting, and team dynamics consulting using Kolbe assessments. Services are sold via phone, virtual, and in-person consultations, with secure document exchange through the firm's client portal.

Product overview

AvantiPRO is a professional services firm offering an integrated suite of financial, tax, and productivity services. The core offerings include Tax Planning (personal and business tax returns, QBID strategies, retirement planning) and Accounting Packages (CPA-managed services at startup, growth, and strategic levels). These are complemented by Productivity consulting (Certified Productive Environment Specialists), Teamwork/Kolbe Consulting (team assessments and dynamics), and Business Advisory Services (succession planning, family office, executive benefits). The company also provides digital products including 2025 Tax Organizers (Individual, S-Corp, C-Corp, Partnership, Tax-Exempt) and a Client Portal for secure document access. The services are designed to work together, providing coordinated professional services for small business owners, individuals, and entrepreneurs.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• KolbecoreTechnology or IntegrationKolbe is the partner for conative strength assessments. Leisa Bilello is a Kolbe Certified Consultant using their validated assessments to help individuals and teams understand their instinctive behaviors. The partnership provides tools for team building, communication improvement, and conflict resolution based on Kolbe Wisdom methodology.

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Intuit (QuickBooks Live + TurboTax Live): Software giant operating QuickBooks Live (live bookkeeping with human CPAs) and TurboTax Live (on-demand CPA access). Direct competitive threat to AvantiPRO's tax-prep and small-business accounting services, with massive technology and marketing advantages.
• Liberty Tax Service: National retail tax preparation franchise with small-business accounting services. Comparable individual and small-business tax service menu, though primarily retail-distributed rather than consultative.
• Jackson Hewitt Tax Service: National tax preparation franchise with focus on lower- and middle-income individual filers. Comparable personal tax-prep offering and small-business services, though distributed through retail franchisees rather than a single boutique firm.
• BDO USA: Top-10 US accounting firm providing tax, audit, and advisory to mid-market businesses and high-net-worth individuals. Overlaps with AvantiPRO on tax planning and business advisory but serves larger, more complex clients at national scale.
• H&R Block: Largest US retail tax preparation chain offering DIY, assisted, and online filing plus small-business accounting (Wave). Directly comparable to AvantiPRO in personal and small-business tax preparation, but operates at vastly larger scale.

Direct peers

• 1-800Accountant: On-demand virtual accounting and tax service targeting small businesses and entrepreneurs. Directly comparable in serving small-business clients via remote channels with bundled tax/accounting packages, but delivers at much larger national scale.
• Padgett Business Services: Franchise network of independent CPA firms providing tax, accounting, payroll, and advisory to small businesses. Closest comparable in business model — local CPA owners serving small-business clients with bundled services — though franchise-structured rather than independent.

Others

• Kolbe Corp: Provider of the Kolbe Conative Index assessments that AvantiPRO resells through Leisa Bilello's Kolbe Certified Consultant practice. Technology and content partner rather than direct competitor; nonetheless directly comparable in conative team-assessment services.

Emerging players

• Pilot (bookkeeping): Tech-enabled bookkeeping, tax, and CFO services for small businesses and startups. Comparable recurring-revenue bundled service model and SMB target customer, but delivers with proprietary software and a remote-first operating model.

Regional players

• National Association of Productivity & Organizing Professionals (NAPO) member firms: Network of independent productivity/organizing consultants including CPES-designated practitioners. Directly comparable in productivity consulting services offered by Leisa Bilello, though typically operating as solo practices without the tax/accounting cross-sell.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/avantipro

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 AvantiPRO