QBP Advisor
QBP Advisor is a Sheridan, Wyoming-based, QuickBooks-specialized bookkeeping and accounting services firm serving US small and mid-sized businesses via tiered monthly subscriptions and one-time professional services.
- Company typePrivate
- Founded2024
- HeadquartersSheridan, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What QBP Advisor does
QBP Advisor is a Sheridan, Wyoming-based accounting and bookkeeping services firm founded in 2024 that delivers QuickBooks-centric financial management to small and mid-sized US businesses. The firm provides bookkeeping, QuickBooks setup, data migration, and consultation services executed by Certified QuickBooks ProAdvisors, organized around an 11–50 person team (approximately 18 staff) spanning accounting delivery, sales, and client service functions. Public-facing testimonial evidence points to small-client relationships across travel/camping, cleaning services, and travel-booking verticals.
The product offering combines recurring monthly subscriptions (Starter at $199/month, Pro at $349/month, and Enterprise at $499/month) with one-time professional services covering setup, migration, and consultation, generating revenue through a sales-led, phone-based consultation motion. The firm pursues a horizontal SMB go-to-market rather than vertical specialization, targeting e-commerce, consultants, retail, real estate, construction, healthcare, startups, hospitality, and freelancers. The company is privately held, bootstrapped, and led by a Founder/CEO paired with a Sales Head/CMO; customer acquisition relies on a content/SEO channel and inbound rather than enterprise sales motions. No AI, proprietary technology stack, or automation platform is disclosed — service delivery is human-led.
QBP Advisor firmographics
Firmographics- Name
- QBP Advisor
- Legal name
- QBP Advisor
- Website
- https://qbpadvisor.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- QBP Advisor is a Sheridan, Wyoming-based, QuickBooks-specialized bookkeeping and accounting services firm serving US small and mid-sized businesses via tiered monthly subscriptions and one-time professional services.
- Ownership category
- akta.pro rank
QBP Advisor industry classification
Industry- Product category
- Bookkeeping and Accounting Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Payroll Services (541214)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where QBP Advisor is headquartered
LocationHeadquarters
- HQ city
- Sheridan
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
QBP Advisor business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Subscription Bookkeeping Plans: Monthly recurring subscription plans (Starter, Pro, Enterprise) providing ongoing bookkeeping, reconciliation, and financial reporting services.
- QuickBooks Setup Services: One-time setup services including chart of accounts configuration, company profile setup, banking integrations, and workflow automation.
- Data Migration Services: One-time migration services for transitioning from spreadsheets or other accounting software to QuickBooks, including data extraction, cleanup, import, and verification.
- QuickBooks Consultation: Expert consultation services for QuickBooks optimization, workflow planning, and strategic financial guidance tailored to business needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter plan includes essential monthly bookkeeping tasks |
| Subscription | Monthly | Pro plan adds cash flow and payable/receivable management |
| Subscription | Monthly | Enterprise plan includes advanced forecasting and strategy |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
QBP Advisor product offering
Product offeringCore offering
QBP Advisor is a Certified QuickBooks ProAdvisor firm that delivers accounting, bookkeeping, QuickBooks setup, data migration, ongoing QuickBooks-based bookkeeping, and QuickBooks consultation services to small and mid-sized U.S. businesses. Revenue comes from monthly recurring subscription plans (Starter $199, Pro $349, Enterprise $499) for ongoing managed bookkeeping and from one-time professional services engagements for setup, migration, and consultation.
Product overview
QBP Advisor is a dedicated accounting and bookkeeping firm offering a portfolio of professional services centered around QuickBooks. The core service offerings include Accounting Services, Bookkeeping Services, QuickBooks Setup, QuickBooks Data Migration, QuickBooks Bookkeeping, and QuickBooks Consultation. These services are delivered through three pricing tiers: Starter ($199/month), Pro ($349/month), and Enterprise ($499/month). The firm operates as a Certified QuickBooks ProAdvisor, selling QuickBooks subscriptions alongside their professional services. All offerings are designed for small to mid-sized businesses across various industries.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Services Comprehensive accounting solutions for small businesses covering financial statements, compliance-ready reports, monthly reconciliation, financial reporting, and analysis.
- Bookkeeping Services Reliable bookkeeping for daily, monthly, and quarterly needs, including transaction categorization, bank reconciliation, accounts payable/receivable management, and monthly reporting.
- QuickBooks Setup Complete QuickBooks file setup, including chart of accounts configuration, company profile setup, banking connections, workflow/automation configuration, and training walkthrough, so the system works correctly from day one.
- QuickBooks Data Migration Migration of financial data (accounts, customers, vendors, transactions, historical records) from spreadsheets or other accounting systems into QuickBooks, including extraction, cleanup, mapping, import, and verification.
- QuickBooks Bookkeeping Ongoing monthly bookkeeping managed inside QuickBooks — transaction categorization, bank reconciliation, accounts receivable/payable tracking, and monthly financial reports — for businesses that want managed QuickBooks-based bookkeeping without in-house burden.
- QuickBooks Consultation Expert consultation providing guidance on QuickBooks optimization, report interpretation, workflow streamlining, and accounting process management tailored to the client's business needs.
Companies that use QBP Advisor
Customer profileNamed customers3 records
Segments9 records
Ideal customer profiles1 record
QBP Advisor technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
QBP Advisor partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
QBP Advisor competitors and assessment
Company assessmentDirect peers
- Finvisor: Cloud bookkeeping and back-office finance service for SMBs and startups with subscription pricing. Comparable offering around ongoing bookkeeping, reconciliation, and financial reporting.
- 1-800Accountant: Accounting and bookkeeping services for small businesses and entrepreneurs with phone-based sales and subscription plans. Comparable pricing-led GTM and SMB target customer.
- Botkeeper: AI-augmented bookkeeping service that combines automation with human accountants for SMBs. Competes on the same subscription bookkeeping value proposition but differentiates via machine learning rather than human-only workflows.
- Indy: All-in-one business management platform for freelancers and solo professionals offering accounting, invoicing, and tax tools. Direct overlap in serving freelancer and small-business bookkeeping needs.
- Bench: Subscription-based bookkeeping service for SMBs that pairs software with dedicated bookkeepers. Direct competitor in the same online bookkeeping subscription model serving small businesses across verticals.
- Bookkeeper.com: Online bookkeeping services firm specializing in monthly bookkeeping and QuickBooks support for small businesses. Direct overlap in QuickBooks-focused SMB bookkeeping services.
- Pilot: Specialized bookkeeping, accounting, and CFO services primarily for startups and tech companies. Competes for the same recurring-revenue SMB bookkeeping engagements, with a stronger vertical focus on funded startups.
- Xendoo: Online bookkeeping and accounting service with monthly subscription plans targeting small businesses. Closely mirrors QBP Advisor's tiered subscription model and SMB positioning.
Broad incumbents
- KPMG Spark: Big-Four-affiliated online bookkeeping and accounting service targeting small businesses. Competes in the same subscription bookkeeping category but with broader professional-services brand and resources behind it.
- QuickBooks Live: Intuit's own virtual bookkeeping service pairing SMBs with QuickBooks-certified bookkeepers. The closest platform-owned substitute for QBP Advisor's offering and a direct competitive threat from the underlying software vendor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
QBP Advisor financial estimates
Financial estimateRevenue estimate
Valuation estimate
QBP Advisor leadership team
Management profileNumber of profiles
Profiles2 records
QBP Advisor funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
QBP Advisor M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about QBP Advisor
What does QBP Advisor do?
QBP Advisor is a Certified QuickBooks ProAdvisor firm that delivers accounting, bookkeeping, QuickBooks setup, data migration, ongoing QuickBooks-based bookkeeping, and QuickBooks consultation services to small and mid-sized U.S. businesses. Revenue comes from monthly recurring subscription plans (Starter $199, Pro $349, Enterprise $499) for ongoing managed bookkeeping and from one-time professional services engagements for setup, migration, and consultation.
Is QBP Advisor a public or private company?
QBP Advisor is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was QBP Advisor founded?
QBP Advisor was founded in 2024. It employs 11 to 50 people.
Where is QBP Advisor based?
QBP Advisor is headquartered in Sheridan, United States, in the North America region.
How does QBP Advisor make money?
Four revenue lines are on record. Subscription Bookkeeping Plans are the primary driver. The others are quickBooks Setup Services, data Migration Services and quickBooks Consultation.
Who are QBP Advisor's main competitors?
Direct peers on record are Finvisor, 1-800Accountant, Botkeeper, Indy, Bench, Bookkeeper.com, Pilot and Xendoo. Broad incumbents are KPMG Spark and QuickBooks Live.
Does QBP Advisor have an API?
No public API is recorded for QBP Advisor.
What industry is QBP Advisor in?
QBP Advisor's product category is Bookkeeping and Accounting Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 54121 and its SIC code is 8742.