CPB Solutions

Name

CPB Solutions

Legal name

CPB Solutions, Inc.

Website

https://cpbsolutions.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

CPB Solutions is a Fresno, California-based accounting and advisory firm serving SMBs across real estate, agriculture, manufacturing, retail, and trades with bookkeeping, tax strategy, fractional CFO services, and AI training under its Voice & Ledger sub-brand.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Bookkeeping services
• Tax strategy consulting
• Fractional CFO services
• Business accounting advisory
• AI training courses

Headquarters

HQ city

Fresno

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, Others

Revenue model

1. Professional Services (Bookkeeping, Accounting, Tax, Advisory): Core revenue stream from strategic business consulting, after-the-fact and real-time bookkeeping, back office administration, fractional CFO solutions, and tax services including tailored tax strategies. Billed via invoices (Net 15/30) or as ongoing service engagements.
2. Educational Courses and Programs: Revenue from Voice & Ledger brand educational offerings including AI training courses, live classes, on-demand training, and subscription-based resources. Payment due at registration with refund policy for live classes.
3. Affiliate and Referral Fees: Commission income from recommending third-party products and services including software, payroll platforms, and other business services. Compensation does not increase customer costs.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

CPB Solutions provides strategic accounting, bookkeeping, tax strategy, and fractional CFO advisory services to small and mid-market businesses, alongside business consulting and entity-structuring services using its proprietary Trifecta Planning Model. The firm also operates the Voice & Ledger™ educational sub-brand offering AI and finance training courses such as "AI Without Hype," delivered live via Zoom.

Product overview

CPB Solutions is a strategic accounting and advisory firm offering a portfolio of services centered around bookkeeping, tax strategy, and business consulting. The core offering consists of Bookkeeping & Compliance Services and Advisory & Consulting Services, supported by service modules including Back Office Processing (Real Time), Controllership Services, and CFO Advising at different engagement levels. The company also operates the Voice & Ledger educational sub-brand, which provides AI training courses including the AI Without Hype program for business professionals. The Comprehensive Tax & Business Consult is a separate deep-dive service delivering strategic planning with the proprietary Trifecta framework. Services are delivered through a network of integrations with accounting platforms (QuickBooks, Xero), payroll systems (Gusto), and secure client portals (TaxDome, SmartVault).

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping & Compliance Services Accurate bookkeeping, accounting workflow customization, software setup and support, and regulatory compliance management for small and mid-sized businesses.
• Advisory & Consulting Services Entity structuring, tax planning, business strategy, and wealth-building advisory services focused on clarity, confident decision-making, and lasting prosperity for business owners.
• Comprehensive Tax & Business Consult Deep-dive strategy session covering tax return review, Trifecta mapping, entity structures, tax strategy opportunities, and wealth-building review, delivered with a personalized Trifecta diagram, written roadmap, and implementation checklist.
• Back Office Processing - Real Time Managing accounts payable and receivable, payroll, and daily accounting to keep books current and operations running smoothly in real time.
• Controllership Services Oversight of financial systems, budget building, forecasting, tailored reporting, and compliance management including federal, state, and local filings.
• CFO Advising High-level fractional CFO financial leadership including long-term strategy development, scenario planning, tax optimization, and decision support for businesses with growth complexity.
• AI Without Hype Course Three-session live course via Zoom teaching business professionals to use ChatGPT confidently, including practical prompts, two professional guidebooks, three assignments, and real-world business applications.

Quantifiable outcome

• Clients have been with the firm for 10+ years, indicating long-term value delivery

Named customers8 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability3 records

Feature2 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Mark Kohler / Main Street Tax Pro NetworkcoreStrategic or Co-development PartnerPart of Mark Kohler's Main Street Tax Pro network, utilizing the Trifecta planning model pioneered by Kohler. The consult framework draws on Main Street Tax Pro methodologies and resources, providing CPB with established frameworks and educational support for serving small business clients nationwide.
• TaxDomecoreTechnology or IntegrationSecure client portal for document exchange and handling of sensitive bookkeeping, accounting, financial, payroll, and tax-related data. Primary platform for secure communications with clients.
• SmartVaultcoreTechnology or IntegrationSecure document storage and exchange platform linked in header navigation as preferred client portal alongside TaxDome.
• DextcoreTechnology or IntegrationReceipt management software recommended for accurate source records and audit protection. Team holds Dext certifications (Standard, Advanced, Expert). Integrates with accounting software for transaction verification.
• KKOS LawyersminorChannel Partner/ Reseller/ DistributorReferred legal services partner for entity setup and compliance, featured in Essential Resources guide for business formation.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bookkeeper360: Cloud-based bookkeeping, accounting, tax, and fractional CFO services for SMBs, with Xero and Gusto integrations that overlap CPB's tech stack.
• inDinero: Outsourced bookkeeping, accounting, tax, and fractional CFO services for growth-stage SMBs. Overlapping service portfolio and customer base.
• 1-800Accountant: Virtual accounting, tax, bookkeeping, and CFO advisory firm serving SMBs and entrepreneurs nationwide. Similar sales-led motion and SMB-focused positioning.
• Pilot: Tech-enabled outsourced bookkeeping, tax, and CFO services for SMBs and startups. Directly comparable business model, customer base, and service tiers (bookkeeping → controllership → fractional CFO).
• Beech Valley Solutions: Fractional CFO and finance talent marketplace serving SMBs and mid-market companies. Directly comparable on the fractional CFO advising layer of CPB's offering.
• Bench: Subscription-based outsourced bookkeeping and financial reporting for small businesses. Closest direct competitor on the bookkeeping-as-monthly-service model that anchors CPB's offering.
• Kruze Consulting: Outsourced accounting, tax, and CFO services for startups and SMBs. Comparable service tiers and recurring-engagement model, with deeper startup focus.

Emerging players

• Botkeeper: AI-augmented bookkeeping platform serving accounting firms and SMBs. Represents the technological direction the bookkeeping industry is moving, and a competitive threat to traditional delivery.
• Paro: Marketplace connecting businesses with fractional finance, accounting, and tax experts. Comparable in the fractional-engagement model, though delivered through a marketplace rather than direct hires.

Broad incumbents

• Andersen (formerly Andersen Tax): Large international tax, accounting, and advisory firm with SMB and middle-market practices. Represents the broader incumbent set against which small specialist firms like CPB compete for advisory work.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/compu-pro-business-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 CPB Solutions