QBP Advisor

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.

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

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

• QuickBooks bookkeeping services
• Small business accounting
• Financial data migration
• Monthly bookkeeping plans
• QuickBooks consulting

Headquarters

HQ city

Sheridan

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Subscription Bookkeeping Plans: Monthly recurring subscription plans (Starter, Pro, Enterprise) providing ongoing bookkeeping, reconciliation, and financial reporting services.
2. QuickBooks Setup Services: One-time setup services including chart of accounts configuration, company profile setup, banking integrations, and workflow automation.
3. Data Migration Services: One-time migration services for transitioning from spreadsheets or other accounting software to QuickBooks, including data extraction, cleanup, import, and verification.
4. QuickBooks Consultation: Expert consultation services for QuickBooks optimization, workflow planning, and strategic financial guidance tailored to business needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core 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.

Named customers3 records

Segments9 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct 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

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 QBP Advisor