Sarah Dunham Group, Llc

What Sarah Dunham Group, Llc does

Sarah Dunham Group, LLC is a privately held, founder-owned bookkeeping and accounting services firm headquartered in Brookshire, Texas (Houston area), founded approximately in 2019-2020. The firm provides bookkeeping, monthly and quarterly financial oversight, payroll management, tax preparation (personal, business 1120S/1065/1120 C-Corp, and foreign non-resident returns), and ancillary compliance services including sales tax filing, entity compliance, accounts receivable/payable management, and notary services. It targets a horizontal SMB and self-employed client base primarily in Texas, with services delivered through a consultation-led sales motion and a GoHighLevel-based client portal for scheduling and document exchange.

The business operates on a mixed professional services and recurring subscription revenue model: bookkeeping is billed hourly on a usage basis, while monthly financial oversight, quarterly financial oversight, and payroll management are billed on recurring monthly subscriptions scaled by company size. Tax preparation and compliance work are billed per engagement. The technology stack consists of standard third-party bookkeeping/accounting software supplemented by GoHighLevel for client relationship management; there is no proprietary platform, API, or AI/ML capability disclosed.

The firm is bootstrapped with no external funding and operates with a 3-person team consisting of owner and founder Sarah Dunham (15+ years of finance experience, currently pursuing Enrolled Agent certification), Office Manager Emily De La Paz, and Administration staff Skye Ortiz. Customer acquisition relies on direct consultation scheduling via the company website and organic social media presence on Facebook, Instagram, LinkedIn, and TikTok. The firm has no parent company, subsidiaries, disclosed revenue, patents, awards, or formal partnerships, and operates as a single-location domestic LLC.

Name

Sarah Dunham Group, Llc

Legal name

Sarah Dunham Group, LLC

Website

https://dunhamgrp.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Sarah Dunham Group, LLC is a Brookshire, Texas-based bookkeeping and accounting firm offering bookkeeping, payroll, tax preparation, and financial oversight services to small businesses and self-employed clients, primarily in the Texas market.

Ownership category

akta.pro rank

Product category

Bookkeeping and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

SIC

Services-Miscellaneous Business Services (7380)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Managed Payroll Services (Full-Service Payroll Outsourcing) (BPAAAHAA), Expense Management & Reimbursements Administration (BPACAIAH)

Keywords

• Bookkeeping services
• Payroll management
• Tax preparation
• Financial oversight
• Small business accounting

Headquarters

HQ city

Brookshire

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Bookkeeping Services: Hourly-based billing for reconciliation of accounts, categorization of transactions, and financial reporting. Other requests billed at hourly rates.
2. Monthly Financial Oversight: Comprehensive monthly financial oversight including financial statements review, assistance with financial decision-making, and reconciliation of all accounts. Billed monthly.
3. Quarterly Financial Services: Quarterly financial oversight with statement reviews and optional meetings.
4. Payroll Management: Payroll management services billed monthly, pricing determined by company size.
5. Tax Preparation Services: Tax return preparation including personal returns, business returns (1120S, 1065, 1120 C-Corp), and foreign tax returns for non-residents.
6. Compliance Services: Sales tax filing, entity compliance, payroll compliance reports, accounts receivable and payable management, and notary services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Sarah Dunham Group provides outsourced bookkeeping, accounting, payroll management, and tax preparation services to small businesses and self-employed individuals. Engagements are structured as hourly-billed transactional bookkeeping, monthly or quarterly recurring financial oversight subscriptions, monthly payroll management priced by company size, and project-based tax return preparation for personal, business (1120S, 1065, 1120 C-Corp), and foreign non-resident returns.

Product overview

Sarah Dunham Group is a bookkeeping and accounting services firm offering a suite of financial services. The core offering includes bookkeeping (hourly-billed reconciliation and transaction categorization), monthly financial oversight (including statements review, account reconciliation, and optional meetings), and quarterly financial oversight. Additional services encompass payroll management (billed monthly by company size), tax preparation (personal, business 1120S/1065/1120 C-Corp, and foreign non-resident returns), and ancillary services such as sales tax filing, entity compliance, accounts receivable/payable, and notary services. A client portal platform is provided for scheduling and document exchange.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Reconciliation of accounts and categorization of transactions for accurate financial reporting, billed on an hourly basis; targeted at small business owners needing ongoing bookkeeping support.
• Monthly Financial Oversight Comprehensive monthly financial oversight including regular financial statement review, assistance with financial decision-making, monthly reconciliation of all accounts, and optional monthly financial meetings; billed monthly for small business clients.
• Quarterly Financial Oversight Financial oversight every quarter, including quarterly financial statement review and optional quarterly financial meetings; aimed at small businesses needing lighter-touch recurring support.
• Payroll Management Payroll management services billed monthly, with pricing determined by company size; designed for small business clients wanting payroll handled without in-house effort.
• Tax Preparation Services Tax return preparation services including personal tax returns (with and without self-employment), business tax returns (1120S, 1065, and 1120 C-Corp), and foreign tax returns for non-residents; targeted at self-employed individuals and small business entities.
• Additional Business Services Ancillary services including sales tax filing, entity compliance, payroll compliance reports, accounts receivable and accounts payable management, and notary services; intended for small business clients needing complementary compliance and back-office support.
• Client Portal Online client portal for current clients to schedule appointments and upload documents securely, available at sarahdunham.ctbl.app; supports the firm's consultation-led service delivery.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA: BDO USA is a large international accounting and advisory firm with a small-business and middle-market practice spanning bookkeeping, tax, and advisory. It is a broad incumbent whose SMB services overlap with Sarah Dunham Group at the higher end of the client's SMB target.
• H&R Block: H&R Block is a large national tax preparation and small-business services provider offering personal and business tax, bookkeeping, and payroll. While it overlaps specifically on the tax and bookkeeping line, it is a much broader incumbent serving nationwide markets.
• Jackson Hewitt: Jackson Hewitt is a national tax preparation chain with small-business and self-employed tax offerings that overlap with the personal tax and small-business tax services sold by Sarah Dunham Group.
• Robert Half: Robert Half, through Accountemps and Robert Half Management Resources, places accounting and finance staff and provides consulting for SMB and mid-market clients. It competes with Sarah Dunham Group by offering in-sourced rather than outsourced accounting support to similar buyer profiles.
• 1-800Accountant: 1-800Accountant is a national virtual accounting and tax services firm serving SMBs across bookkeeping, tax, payroll, and entity formation — a broad incumbent that competes with Sarah Dunham Group across every service line at greater scale.

Direct peers

• Bookkeeper360: Bookkeeper360 delivers bookkeeping, payroll, tax, and back-office support as an outsourced solution primarily to SMBs and startups. Its bundled bookkeeping + payroll + tax + AR/AP model overlaps almost exactly with Sarah Dunham Group's service suite.
• Pilot: Pilot provides outsourced bookkeeping, accounting, tax, and CFO support to small businesses and startups using a tech-enabled delivery model. It directly competes with Sarah Dunham Group for SMB bookkeeping and recurring financial oversight work, with a similar service menu and pricing structure.
• QuickBooks Live: QuickBooks Live is Intuit's on-demand bookkeeping service pairing SMB clients with bookkeepers for cleanup, monthly catch-up, and ongoing bookkeeping — directly competing with Sarah Dunham Group's core offering and priced as a subscription tier.

Emerging players

• Wave Financial: Wave Financial provides bookkeeping, invoicing, payroll, and tax software for SMBs and self-employed professionals, including add-on expert bookkeeping services. It is an emerging player targeting the same end customer with a software-led model rather than purely services.
• Botkeeper: Botkeeper pairs AI/automation with human bookkeepers for SMBs and accounting firms. It is an emerging player applying different unit economics to the same bookkeeping workflow that Sarah Dunham Group performs manually.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/groupdunham
• LinkedInlinkedin.com/company/llbtx
• Instagraminstagram.com/dunham.group
• TikToktiktok.com/@itssarahleann?_t=8jQBgrvkYjn&_r=1

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Sarah Dunham Group, Llc