Onpointe Advisors

Name

Onpointe Advisors

Legal name

HD Davis CPAs, LLC and HD Davis Advisors LLC dba HD Growth Partners

Website

https://onpointefirm.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Tax & Advisory Professional Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

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

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), Sell-Side M&A Advisory (FSAEAGAA)

Keywords

• Tax advisory services
• Accounting services
• Fractional CFO
• Audit and attestation
• Business advisory

Headquarters

HQ city

Broadview Heights

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Advisory Services: Comprehensive financial advisory services including tax advisory, strategic planning, and growth advisory delivered through relationship-based engagement with dedicated advisors.
2. Accounting & Compliance Services: Virtual accounting department, audit & attestation services, and payroll processing delivered as recurring service engagements for business clients.
3. Fractional CFO Services: Part-time CFO engagements providing financial leadership, modeling, and strategic guidance to growing businesses on a retainer basis.
4. M&A Transaction & Succession Services: One-time project-based engagements for M&A transaction readiness, business coaching, and succession planning.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Onpointe Advisors is a regional professional services firm delivering tax advisory, accounting, payroll, fractional CFO, audit & attestation, financial modeling, strategic planning, M&A transaction readiness, and succession planning services to small and mid-sized businesses and individuals throughout Ohio and Kentucky. Offerings are human-delivered advisory engagements rather than packaged software or productized platforms, supported by industry specializations in restaurants, home healthcare, franchises, and non-profits.

Product overview

Onpointe Advisors, now part of HD Growth Partners, is a professional services firm offering financial advisory, accounting, tax, payroll, and business consulting services. The company does not offer technology products or software; its offerings are service-based consulting engagements in areas such as tax advisory, virtual accounting, fractional CFO services, audit & attestation, financial modeling, strategic planning, M&A transaction readiness, and succession planning. These are human-delivered professional services rather than technology platforms, modules, or software products.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Services Tax advisory engagements for businesses and individuals covering tax planning and compliance, designed to help clients optimize their tax position and stay compliant.
• Virtual Accounting Department Outsourced virtual accounting and bookkeeping services acting as an external accounting department for client businesses, delivered as a recurring service engagement.
• Fractional CFO Services Part-time CFO engagements delivering financial leadership, modeling, and strategic guidance on a recurring retainer basis to growing businesses that do not need a full-time CFO.
• Audit & Attestation Services Audit and attestation engagements conducted by the licensed CPA entity (HD Davis CPAs, LLC) for business clients requiring formal assurance services.
• Payroll Full-service payroll processing and compliance support delivered under one roof as a recurring service for client businesses.
• Individual Tax Planning & Preparation Personal tax planning and preparation services for individuals and families, including tax optimization and filing support.
• Financial Modeling & Forecasting Financial modeling and forecasting engagements that build projections and scenarios to support strategic decision-making for client businesses.
• Strategic Planning & Growth Advisory Strategic planning and growth advisory engagements delivering forward-looking business strategy guidance to client companies seeking to scale.
• Financial Systems & Technology Integration Advisory service helping clients connect, optimize, and integrate their financial technology stack across accounting and operational platforms.
• M&A Transaction Readiness Project-based advisory engagements preparing businesses for mergers and acquisitions, including financial readiness, due diligence support, and transaction planning.
• Succession Planning Advisory engagements to plan ownership transitions, business succession, and estate planning for business owners and individuals.
• Business Coaching Project-based business coaching engagements supporting client owners and leadership teams in operational and strategic improvement.
• Restaurant Accounting Industry-specialty accounting, financial reporting, and tax compliance tailored for restaurant and hospitality operators.
• Home Healthcare Accounting Industry-specialty accounting, compliance reporting, and revenue cycle management services for home healthcare agencies, including Medicare/Medicaid billing support and caregiver payroll.
• Franchise Accounting Industry-specialty accounting, multi-location financial consolidation, and royalty reporting for franchise operations, supporting franchise agreement compliance.
• Non-Profit Accounting Industry-specialty accounting, compliance, audit preparation, and grant reporting for non-profit organizations, including donor fund accounting and 990 filing support.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• HD Growth PartnerscoreStrategic or Co-development Partner · 1 November 2025Onpointe Advisors has merged with HD Growth Partners, combining two firms with shared commitment to helping Ohio and Kentucky businesses succeed. This merger brings expanded depth of resources including accounting, payroll, tax, fractional CFO services, and strategic advisory capabilities while maintaining Onpointe's personalized approach.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Global accounting and advisory network with strong U.S. mid-market practice offering tax, audit, transaction advisory, and consulting services that compete with Onpointe's full-service positioning.
• Marcum LLP: Top-tier U.S. accounting and advisory firm providing tax, audit, advisory, and technology services to mid-market companies nationwide, including Ohio and Kentucky markets.
• Crowe LLP: National accounting, consulting, and advisory firm with significant Midwest presence offering tax, audit, risk, and advisory services to mid-market and large clients overlapping Onpointe's market.

Direct peers

• Apple Growth Partners: Ohio-based accounting, tax, and business advisory firm serving small to mid-sized businesses with comparable fractional CFO, succession, and strategic advisory services.
• Clark Schaefer Hackett: Cincinnati- and Ohio/Kentucky-based CPA and advisory firm providing tax, audit, wealth management, and business consulting to mid-market clients in the same regional footprint.
• VonLehman CPA & Advisory Firm: Cincinnati-based CPA and advisory firm serving Ohio, Kentucky, and Indiana with tax, audit, and business consulting closely aligned to Onpointe's service mix.
• Eide Bailly: Regional CPA and business advisory firm with Midwest presence offering tax, audit, accounting, and consulting services to small and mid-sized businesses similar to Onpointe's core client base.
• GBQ Partners: Ohio-based accounting and advisory firm of similar scale offering tax, audit, valuation, and fractional CFO services to mid-market clients in the same geography as Onpointe.
• Rea & Associates: Ohio-headquartered CPA and business advisory firm serving small to mid-sized businesses with tax, accounting, audit, and consulting services, directly overlapping Onpointe's core offerings.
• Plante Moran: Large Midwest-based accounting and advisory firm with comparable tax, audit, fractional CFO, and industry-specialized services targeting mid-market and privately held businesses.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/onpointetax

Revenue estimate

Valuation estimate

Number of profiles

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 Onpointe Advisors