O'Connor

What O'Connor does

O'Connor CPA Firm, LLC is a privately held, full-service boutique CPA firm based in Denver, Colorado, founded by Patricia O'Connor, CPA, MBA. The firm provides accounting, tax preparation, tax planning, and CFO-level business advisory services to established small and medium-sized businesses primarily in the Denver Metropolitan Area, with stated willingness to serve clients anywhere in the United States. Its minimum engagement threshold is businesses with $1,000,000 or more in annual revenues, positioning the practice at the higher end of the SMB market. The firm operates with a small team (1-10 employees) led by Patricia O'Connor alongside bookkeeping and client onboarding specialists.

The firm's core service lines are Business Accounting (bookkeeping and financial statements), Tax Services (preparation and proactive planning), Business Advisory (CFO-level strategic consulting), and QuickBooks Services (setup, training, file review). Industry specializations cover construction, law firms, retail, and professional consultants, each with tailored workflows such as Coltaf reconciliation for law firms, project cost tracking for builders, and gross profit margin monitoring for retail. The firm is a certified QuickBooks ProAdvisor with 25+ years of experience and integrates Qount (client portal), BizPayO (payment processing), Typeform (client intake), and HubDoc (document management) into its operational stack. A Tax Center and a Content Library with hundreds of educational articles extend the firm's surface area into client self-service.

The business model is relationship-driven and engagement-based, with pricing not publicly disclosed and likely negotiated on a per-client basis combining compliance work with recurring advisory retainers. Go-to-market relies on direct referral and SMB owner outreach within Denver, supplemented by a Typeform consultation funnel and light social media presence on Facebook, LinkedIn, and X. Revenue is not disclosed; ownership is founder-led with no external shareholders, parent company, or institutional capital reported.

Name

O'Connor

Legal name

O'Connor CPA Firm, LLC

Website

https://oconnorcpafirm.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

O'Connor CPA Firm, LLC is a Denver-based boutique CPA firm providing accounting, tax preparation, tax planning, and business advisory services to established SMBs in construction, law, retail, and consulting verticals.

Ownership category

akta.pro rank

Product category

CPA & Business Advisory Services

NAICS

Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

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

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Small business accounting
• Tax preparation services
• Business advisory services
• Construction accounting
• Law firm accounting

Headquarters

HQ city

Denver

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. Investment Management / Trading: O'Connor operates as a hedge fund generating revenue through investment returns, trading profits, and management fees from its investment strategies. The firm managed significant exposure through funds including a 30% exposure to First Brands Group via a UBS fund.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

O'Connor CPA Firm, LLC is a Denver-based full-service CPA firm providing bookkeeping, financial statement preparation, business tax preparation, proactive tax planning, and CFO-level business advisory to established small and medium-sized businesses. The firm also offers industry-specialized accounting and tax services for construction, law firm, retail, and professional consultant clients, supported by certified QuickBooks ProAdvisor expertise (25+ years), a Qount client portal, BizPayO payment processing, and Typeform-based client intake.

Product overview

O'Connor CPA Firm, LLC is a full-service CPA firm offering an integrated suite of accounting, tax, and business advisory services. The core offerings include Business Accounting (bookkeeping and financial statements), Tax Services (preparation and planning), and Business Advisory (CFO-level strategic consulting). The firm specializes in industry verticals including construction, law firms, retail, and professional consultants. Service delivery is enhanced through QuickBooks integration expertise (ProAdvisor certified), a client portal (Qount), payment processing (BizPayO), and client intake via Typeform. Additional resources include a Tax Center with calculators and forms, and a Content Library with educational articles. The firm operates on a full-service CFO/CPA model rather than traditional compliance-only services.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Accounting Services Comprehensive bookkeeping, financial statement preparation, and accounting process management for small to medium-sized businesses, delivering accurate financial data to support owner decision-making.
• Tax Services Business tax preparation and proactive tax planning services designed to minimize tax obligations through strategic planning and compliance management for Denver-area businesses and business owners.
• Business Advisory Services CFO-level strategic consultation helping businesses achieve growth, profitability improvement, and operational efficiency through goal-setting, planning, and performance measurement, going beyond traditional compliance accounting.
• QuickBooks Services QuickBooks setup, training, file review, and ongoing support delivered by certified QuickBooks ProAdvisors with 25+ years of experience, for clients needing implementation and upkeep of their accounting software.
• Law Firm Accounting Specialized accounting, bookkeeping, and tax services for law firms, including client trust (Coltaf) account reconciliation, retainer liability tracking, and practice management software implementation.
• Retail Accounting Services Retail-specific accounting including inventory management, cash flow analysis, gross profit margin tracking, and KPI monitoring for retail stores and boutiques.
• Construction Accounting Accounting and bookkeeping services for commercial builders and remodeling contractors, focused on project cost tracking, cash flow management, and budget maintenance to keep projects on time and on budget.
• Professional Consultants Services Accounting services designed for professional consultants with mobile-friendly systems, business deduction optimization, and receipt management to support traveling or distributed practices.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Anton Collins Mitchell LLP: Denver-based CPA and advisory firm providing tax, accounting, and business advisory to closely held businesses and SMBs — direct local peer competing for the same Denver Metropolitan Area client base.
• Boulay PLLC (now Boulay Group): Mid-market CPA firm providing tax, accounting, and CFO-level advisory to closely held businesses — directly comparable advisory-forward, relationship-based model for established SMBs.
• Anders CPAs + Advisors: Mid-size CPA and advisory firm built around industry verticals serving growth-oriented businesses with accounting, tax, and CFO advisory — very similar full-service, advisory-forward model to O'Connor's boutique positioning.

Broad incumbents

• Withum: Top-30 US CPA and advisory firm serving SMBs, construction, professional services, and retail with tax, accounting, and CFO advisory — comparable industry verticals and full-service offering to O'Connor.
• CliftonLarsonAllen (CLA): National CPA firm with strong Denver footprint serving private SMB and mid-market businesses across construction, professional services, and retail — overlapping O'Connor's verticals and full-service tax/advisory offering at significantly larger scale.
• Eide Bailly LLP: Large Top-30 US CPA and advisory firm with a significant Denver presence serving SMBs and mid-market clients with accounting, tax, and advisory services — directly overlaps O'Connor's full-service CPA/advisory model but at much greater scale.
• Plante Moran: Large US CPA and advisory firm with deep construction and professional services practices serving mid-market and SMB clients — directly overlaps O'Connor's construction and consultant verticals with greater specialist depth.
• Burr Pilger Mayer (BPM): West Coast-focused CPA and advisory firm serving private SMB and mid-market clients with accounting, tax, and advisory services — comparable full-service CPA advisory model, with overlap in construction, professional services, and retail verticals.

Regional players

• Whitley Penn LLP: Mid-market CPA and advisory firm serving private businesses across tax, accounting, and consulting — similar advisory-led boutique model, though primarily Texas-based rather than Colorado.
• Greenstein, Rogoff, Olsen & Co., LLP: Bay Area-based CPA firm serving SMBs with tax, accounting, and advisory — similar boutique advisory-forward model, though operating in a different regional market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/triciaoconnor55
• Facebookfacebook.com/YourDenverCPAFirm
• LinkedInlinkedin.com/company/o-connor-cpa-firm

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 O'Connor