Certified Pro Advisors

What Certified Pro Advisors does

Certified Pro Advisors is a private, cloud-delivered accounting and outsourced finance services firm headquartered in Birmingham, Alabama with a second location in Memphis, Tennessee. The firm targets small and growing businesses across verticals including restaurants, distribution, professional services, healthcare startups, and construction, offering a flat-rate subscription model that bundles bookkeeping, accounts receivable and invoicing, accounts payable and bill pay, payroll and HR, and tax compliance into a single engagement. Its core product, branded 'Autonomous Accounting,' is positioned as a full-time accounting function delivered remotely for a fraction of the cost of an in-house accountant, with transparent pricing starting at $300 per month and no hourly billing.

The technology stack is conventional cloud accounting software integrated with third-party tools: the firm maintains partnerships with Dext for automated receipt and invoice data capture and with Shopify for e-commerce merchant accounting, and exposes a website-based sales motion with a pricing calculator. A 14-person named team includes two credentialed CPAs, four Client Accounting Managers, and Directors covering Tax, Client Success, Systems & Onboarding, Development, and Accounting, plus a Head of Operations & Automation — a structure that supports a horizontal SMB services model rather than any proprietary software product.

The business operates as an independent, privately-held firm with no disclosed outside funding, no parent company, and no public financial metrics. Customer acquisition is driven by SEO-optimized website content, an active Facebook presence, and direct contact forms targeting SMB owners in its two metropolitan markets; service delivery is fully remote. There is no disclosed revenue, client count, or churn data, and the company's technical differentiators rest on workflow automation and partner integrations rather than on proprietary AI or machine learning capabilities.

Name

Certified Pro Advisors

Legal name

Certified Pro Advisors

Website

https://thecpapros.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Certified Pro Advisors is a Birmingham, Alabama-based accounting firm that delivers flat-rate, cloud-based outsourced bookkeeping, payroll, AP/AR, and tax compliance services to small businesses in Birmingham and Memphis at subscriptions starting from $300 per month.

Ownership category

akta.pro rank

Headquarters

HQ city

Birmingham, Alabama

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Monthly Retainer Services: Flat-rate monthly subscription for comprehensive accounting services including bookkeeping, accounts receivable, accounts payable, payroll, and tax compliance. Services are delivered remotely using cloud technology, providing full-time support for a fraction of the cost of an in-house accountant.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Certified Pro Advisors provides outsourced, tech-enabled accounting services to small businesses through its "Autonomous Accounting" model. The bundled offering covers bookkeeping, financial reporting, accounts receivable and invoicing, accounts payable and bill pay, payroll and HR, and federal/state/local tax preparation and compliance, delivered remotely via cloud software on a flat-rate monthly subscription starting at $300.

Product overview

Certified Pro Advisors operates as a unified accounting-as-a-service platform built around its core "Autonomous Accounting" model. The platform integrates multiple service modules including Automated Bookkeeping & Reporting, Accounts Receivable & Invoicing, Accounts Payable & Bill Pay, Payroll & HR Solutions, and Tax & Compliance Services—all delivered through cloud-based software with a tech-skilled team. The company serves small businesses in Birmingham, AL and Memphis, TN markets with flat-rate pricing starting at $300 per month.

Differentiator

Problem solved

Functional benefit

Products and services

• Autonomous Accounting Full-service, fully managed accounting outsourcing for small businesses covering bookkeeping, financial reporting, invoicing, bill pay, payroll, and tax compliance, delivered via cloud software on a flat-rate monthly subscription.
• Tax & Compliance Services Federal, state, and local tax preparation and filing plus business license compliance management for small businesses, including income tax, sales tax, property tax, business personal property tax, and franchise tax.
• Full-Service Payroll & Time Tracking Complete payroll processing, payroll tax filing and remittance, employee time and PTO tracking, W2 and 1099 preparation, and digital payroll system administration for small business employers.
• Paperless HR Management Digital HR management including paperless employee onboarding, digital personnel files, online portal for pay stubs and W2s, PTO tracking, and benefits management (401k, insurance).
• Accounts Receivable & Invoicing Digital invoicing with custom templates, scheduled invoicing (monthly, quarterly, or quote/progress-based), aged invoice tracking and follow-up, integrated payment channels, and payment matching to invoices.
• Accounts Payable & Bill Pay Digitized document workflow through secure cloud software, automated recurring vendor bills, digital approval routing, and payment via check, ACH, or credit card based on vendor preference.

Quantifiable outcome

• Full-time service for a fraction of the part-time price

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• ShopifycoreTechnology or IntegrationCertified Pro Advisors is a Shopify Partner, providing e-commerce accounting integration services for Shopify store owners. The partnership enables automated financial data synchronization for online retail businesses.
• DextcoreTechnology or IntegrationDext Partner providing automated data capture and receipt management integration. Dext enables automated extraction of financial data from receipts and invoices into the accounting workflow.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Pilot: Pilot delivers subscription-based bookkeeping, accounting, and CFO services to small and high-growth businesses, similar to CPA's flat-rate monthly accounting model for SMB clients.
• Bench: Bench provides subscription bookkeeping and financial reporting for small businesses via a cloud platform with dedicated accountants — directly comparable to CPA's 'Autonomous Accounting' subscription model targeting SMBs.
• Botkeeper: Botkeeper combines AI-driven automation with human accountants to deliver bookkeeping for small businesses at scale, overlapping with CPA's cloud-based autonomous accounting approach.
• Found: Found provides banking and bookkeeping for self-employed individuals and small businesses, combining software automation with human support at subscription pricing, comparable to CPA's tech-skilled service model.
• Kruze Consulting: Kruze Consulting provides outsourced accounting, bookkeeping, and CFO services to startups and small businesses on a subscription basis, mirroring CPA's subscription financial back-office model.
• 1-800Accountant: 1-800Accountant offers subscription-based accounting, bookkeeping, and tax services to small businesses nationwide, comparable to CPA's recurring accounting-as-a-service model for SMBs.
• Collective: Collective offers all-in-one accounting, bookkeeping, payroll, and tax services for SMBs and self-employed professionals through a subscription model, directly comparable to CPA's bundled service offering.

Emerging players

• Paro: Paro is a marketplace that matches SMBs with fractional accounting and finance talent, providing outsourced bookkeeping services that compete with CPA's external accounting offering.

Broad incumbents

• QuickBooks Live (Intuit): Intuit's QuickBooks Live provides on-demand bookkeeping from certified accountants to SMBs using their software, broadly competing with CPA's tech-enabled outsourced accounting for small businesses.
• Block Advisors (Square/Block): Block Advisors offers small business tax preparation, bookkeeping, and payroll services integrated with Block's payments ecosystem, serving the same SMB segment as CPA with bundled financial services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/thecpapros
• LinkedInlinkedin.com/company/certified-pro-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Certified Pro Advisors