The Sharpe Group LLC

Name

The Sharpe Group LLC

Legal name

The Sharpe Group LLC

Website

https://sharpegroupnj.com

Company type

Private

Founded year

2023

Operating status

Operating

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHABAF

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Accounting services
• Tax preparation
• Bookkeeping services
• Business advisory
• Strategic planning

Headquarters

HQ city

Denville

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, Infrastructure

Revenue model

1. Strategic Planning Services: Business lifecycle strategic planning from startup through scaling, succession planning, and preparation for sale. Consultative advisory services.
2. Accounting and Bookkeeping Services: Ongoing accounting, bookkeeping, financial reporting, and journal entries for small businesses and entrepreneurs. Delivered as professional services with recurring client relationships.
3. Tax Services: Tax planning, preparation, compliance, and quarterly/mid-year projections. Includes proactive tax strategy development aligned with client growth objectives.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

The Sharpe Group LLC is a Certified Public Accountant firm delivering customized accounting, tax, and strategic planning services to small businesses and entrepreneurs. The firm provides ongoing bookkeeping, financial reporting, and journal entries; tax compliance, planning, and quarterly/mid-year projections; and consultative business lifecycle advisory from startup through scaling, succession, and preparation for sale. Services are delivered as recurring professional engagements by an assigned CPA team.

Product overview

The Sharpe Group LLC is a Certified Public Accountant firm offering customized accounting solutions for small businesses and entrepreneurs. The firm operates as a single unified service practice rather than a platform-plus-modules architecture, providing three integrated service lines: Accounting (bookkeeping, financial reporting, journal entries, account reconciliation), Tax Services (compliance, tax planning, quarterly and mid-year projections), and Strategic Planning (start-up planning, scaling for growth, succession planning, sale preparation). These services are designed to be integral and interconnected, supporting clients through every phase of their business lifecycle from startup through succession.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Bookkeeping Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• Bankers (Professional Network)minorOthersProfessional network contacts available to clients as part of comprehensive business support. Bankers in the firm's network are available when clients need financing or banking services.
• Attorneys (Professional Network)minorOthersProfessional network contacts available to clients as part of comprehensive business support. Attorneys in the network provide legal services referrals when needed.
• Insurance Companies (Professional Network)minorOthersProfessional network contacts available to clients as part of comprehensive business support. Insurance company contacts available for business and personal coverage needs.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Wiss & Company: New Jersey-based CPA and advisory firm providing accounting, tax, and business advisory services to small and mid-sized businesses. Highly comparable in service mix, geographic focus, and target client profile.
• Sax LLP: Mid-Atlantic regional CPA and advisory firm headquartered in New Jersey, providing accounting, tax, and advisory services to SMBs and closely-held businesses. Comparable in service breadth and NJ presence.
• Withum: Top-30 U.S. accounting and advisory firm with a strong New Jersey presence, serving small to mid-sized businesses with tax, accounting, and advisory solutions. Comparable in core service offerings with greater scale.
• Anchin, Zurcher & Quinn: New York and New Jersey-based CPA and advisory firm serving privately held businesses with tax, accounting, and strategic advisory services. Highly comparable in client base and service model.

Broad incumbents

• Citrin Cooperman: National CPA and advisory firm with a New Jersey office, providing accounting, tax, and advisory services to SMBs and middle-market companies. Overlaps in service mix but with broader geographic reach.
• Marcum LLP: Top-20 U.S. accounting firm with a significant New Jersey presence, offering accounting, tax, and advisory services to businesses of various sizes. Overlaps on SMB service line with substantially greater scale.
• PKF O'Connor Davies: Northeast-based accounting and advisory firm with NJ presence, serving small businesses and high-net-worth individuals with tax, accounting, and advisory expertise. Comparable SMB client focus with greater scale.
• RSM US: Global middle-market accounting and advisory firm serving small to mid-sized businesses with tax, accounting, and consulting services. Overlaps in SMB service offerings but at significantly larger scale.

Regional players

• Jersey Accountants: New Jersey-based boutique CPA firm focused on small business accounting, tax preparation, and advisory services. Comparable in service scope and NJ focus, though smaller and more specialized.
• Berdon LLP: Mid-Atlantic CPA and advisory firm serving privately held businesses, entrepreneurs, and high-net-worth individuals with tax, accounting, and advisory services. Comparable client profile and service breadth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 The Sharpe Group LLC