AMS ACCOUNTING AND PROFESSIONAL SERVICES, LLC

What AMS ACCOUNTING AND PROFESSIONAL SERVICES, LLC does

AMS Accounting & Professional Services, PLLC is a privately held, founder-owned professional accounting and financial services firm established in 2013 and headquartered in Candia, New Hampshire. The firm delivers four integrated service lines to external clients: Professional Accounting and CFO Services (day-to-day accounting, financial reporting, bookkeeping), Interim CFO, Professional Placement and Financial Consulting (fractional/interim CFO engagements and executive search for finance roles), Audit and Tax Internal Prep and Internal Systems Development, and Public Speaking, Team Training, and Personal Professional Assisting. The customer base is horizontal across US industries, with a stated emphasis on not-for-profit organizations (501(c)(3) entities, ministries, community organizations), small and mid-market businesses, and companies requiring interim finance leadership.

Operationally, the firm uses a distributed delivery model: 18 named team members (including founder Angie Syvertson and CFO Mike Syvertson) operate across at least nine US states (New Hampshire, Pennsylvania, Illinois, South Carolina, New York, Maine, Massachusetts, Arkansas, North Carolina), enabling regional service coverage in New England, the Mid-Atlantic, Midwest, and Southeast without a multi-office footprint. The team is credentialed with multiple CPAs, CFEs, and MBAs from backgrounds including Big 4 public accounting (PricewaterhouseCoopers) and multi-billion-dollar global investment firms. Engagements are quote-based with annual billing cadence and pricing is not publicly disclosed.

The business model is classic professional services: sales-led direct client engagement, referrals, and LinkedIn-driven awareness — no paid acquisition channels are referenced. There are no reported external funding rounds, acquisitions, partnerships, technology platforms, or AI/automation capabilities; the firm operates as a self-funded, owner-controlled practice serving approximately the small/mid-market and nonprofit segments with personalized, manual-intensive engagements.

Name

AMS ACCOUNTING AND PROFESSIONAL SERVICES, LLC

Legal name

AMS Accounting & Professional Services, PLLC

Website

https://amsaccounting.org

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

AMS Accounting & Professional Services is a founder-owned, New Hampshire-based professional accounting firm providing outsourced accounting, fractional/interim CFO services, audit and tax preparation support, and team training primarily to not-for-profit organizations and small to mid-size businesses across multiple US states.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

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

SIC

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

akta.pro primary industry

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

akta.pro secondary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Professional accounting services
• Fractional CFO services
• Audit and tax preparation
• Nonprofit accounting services
• Interim financial leadership

Headquarters

HQ city

Candia

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

Revenue model

1. Professional Accounting Services: Ongoing accounting services including day-to-day accounting functions, financial reporting, and bookkeeping for clients.
2. CFO and Executive Services: Interim CFO, fractional CFO, and financial consulting services. Includes professional placement and executive search for finance roles.
3. Audit and Tax Services: Annual audit preparation, tax return filing, and internal audit support services.
4. Training and Professional Development: Team training, public speaking, and personal professional assisting services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

AMS Accounting & Professional Services is a professional services firm that delivers outsourced accounting, CFO, audit/tax preparation, and financial consulting services to not-for-profit organizations, small businesses, and mid-market companies across the United States. Services are provided on an interim or full-time basis by credentialed professionals (CPAs, CFEs, MBAs) and span day-to-day bookkeeping, financial reporting, controller-level oversight, interim CFO placements, audit and tax filing, internal systems development, and team training.

Product overview

AMS Accounting & Professional Services is a professional services firm offering a unified portfolio of accounting and financial services rather than a software product platform. The core service offering consists of four integrated service lines: Professional Accounting and CFO Services (day-to-day financial management and oversight), Interim CFO/Professional Placement and Financial Consulting (leadership staffing solutions), Audit and Tax Internal Prep & Internal Systems Development (annual compliance and system setup), and Public Speaking/Team Training and Personal Professional Assisting (professional development support). These services work together to provide comprehensive financial solutions for businesses needing interim or full-time accounting support.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Provides check on all transactions ensuring proper paperwork and dual control over financial operations
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Whitley Penn: Whitley Penn is a mid-market accounting and advisory firm providing audit, tax, consulting, and outsourced accounting services; its blend of compliance and advisory service matches AMS's portfolio, though Whitley Penn operates at meaningfully greater scale.
• Aprio: Aprio is a national advisory and CPA firm serving mid-market companies with accounting, tax, audit, and CFO advisory services; it competes directly with AMS for the same SMB and nonprofit client base while providing industry-specific resources and technology enablement AMS lacks.
• Citrin Cooperman: Citrin Cooperman is a top-30 U.S. accounting and advisory firm serving private businesses, nonprofits, and family offices with accounting, tax, audit, and CFO consulting services; it is comparable to AMS in client-segment focus and service breadth, with a stronger institutional brand.
• Cherry Bekaert: Cherry Bekaert is a national CPA and advisory firm delivering tax, audit, accounting, and CFO advisory services primarily to middle-market private companies and nonprofits; it overlaps with AMS across all four service lines and competes for similar fractional finance engagements.
• Withum: Withum is a mid-market CPA and advisory firm providing accounting, tax, audit, and outsourced CFO services to SMBs, nonprofits, and various industries; comparable to AMS in offering outsourced fractional finance leadership but substantially larger and more diversified by industry.
• CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting and advisory firm focused on mid-market private businesses, not-for-profits, and healthcare; it offers outsourced accounting, audit, tax, and CFO/finance advisory services that overlap directly with AMS's four service lines, but at materially greater scale and geographic reach.

Direct peers

• Bertelsen Accounting & Tax Services (Small/regional CPA peer alternative): Bertelsen-type regional CPA firms in New Hampshire/Maine deliver day-to-day bookkeeping, tax, audit prep, and fractional CFO work to nonprofits and SMBs at similar scale to AMS, often competing head-to-head for the same local and remote-engagement clients.
• Kreischer Miller: Kreischer Miller is a regional accounting and advisory firm in the Northeast/Mid-Atlantic serving closely-held businesses and nonprofit organizations with accounting, tax, audit, and outsourced CFO services; its service portfolio and target market closely mirror AMS's SMB and nonprofit focus.
• Bensoussan (small regional CPA alternative): Small, multi-state regional CPA practices serving ministries, healthcare nonprofits, and SMBs provide day-to-day accounting, audit prep, and CFO services comparable to AMS's offering, frequently competing for the same fractional and interim finance engagements.

Emerging players

• Paro: Paro is an AI-enabled talent marketplace that matches businesses with fractional finance and accounting experts (controllers, bookkeepers, CFOs); it competes with AMS on the same fractional/outsourced finance leadership demand from SMBs, but delivers talent through a tech-platform model rather than a traditional CPA firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ams-accounting-and-professional-services-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 AMS ACCOUNTING AND PROFESSIONAL SERVICES, LLC