What QB SOFTWARE SERVICES LTD does

QB Software Services LTD is a privately held, UK-incorporated accounting services firm headquartered at 118 St. Clair Street, Kirkcaldy, Scotland (KY1 2BZ). The firm operates a sales-led B2B professional services model targeting small and large businesses nationwide in the United States, delivering bookkeeping, payroll processing, tax preparation, US GAAP-compliant financial accounting, and business advisory services. GTM relies on direct outreach through phone (18589550303), email ([email protected]), and website contact forms, with a promised 24-hour business-day response time and quote-based pricing tailored to engagement scope.

The company's core offering is built around certified QuickBooks specialization, with services including federal and state payroll tax filings, W-2/1099 preparation, accounts payable/receivable, general ledger maintenance, bank reconciliations, financial statement preparation, budgeting and forecasting, and IRS audit support. The underlying technology stack is described as QuickBooks software specialization with secure digital infrastructure comprising SSL-encrypted transactions, secure payment gateway processing, and protected networks for client financial data. The firm has no API, SDK, mobile app, or disclosed integrations; product and service delivery is manual and consultant-led rather than productized. The company also operates the "Experta" sub-brand, extending into business consulting services such as Financial Performance Consulting, Strategic Planning, Process Optimization, Market Expansion Advisory, Digital Transformation Strategy, and Leadership Development.

Revenue is generated through two modeled streams: ongoing subscription-style professional accounting engagements and project-based business advisory services. Pricing is not publicly disclosed and is quote-based per scope. The firm is privately held with no disclosed investors, no parent entity, no funding history, no board or management team publicly identified, no patents, no partnerships, and no named customer logos. The privacy policy references a related domain, qbsupportservicesllc.com, suggesting continuity from a prior operating identity under that name.

Name

QB SOFTWARE SERVICES LTD

Legal name

QB Software Services LTD

Website

https://qbsoftwareservicesltd.com

Company type

Private

Operating status

Operating

Short description

QB Software Services LTD is a UK-incorporated, privately held accounting services firm headquartered in Kirkcaldy, Scotland, delivering QuickBooks-based bookkeeping, payroll, tax preparation, financial accounting, and business advisory services to small and large businesses across the United States.

Ownership category

akta.pro rank

Product category

Accounting Services

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Services (8741)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

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

Keywords

• Bookkeeping services
• Payroll processing
• Tax preparation services
• Financial accounting services
• Business advisory services

Headquarters

HQ city

Kirkcaldy

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Ongoing professional services including financial accounting, bookkeeping, payroll processing, and tax preparation. Services provided by experienced accounting professionals managing diverse portfolios.
2. Business Advisory Services: Consulting model offering financial planning, market analysis, and growth strategy services for business clients seeking long-term compliance and profitability improvement.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

QB Software Services LTD provides outsourced accounting and advisory services to small and large US-based businesses, including financial accounting, bookkeeping, payroll processing, tax preparation, and business advisory. Service delivery is anchored in certified QuickBooks specialization with US GAAP-compliant reporting, and the firm also runs a consulting sub-brand (Experta) covering strategy, digital transformation, and leadership development.

Product overview

QB Software Services LTD is an accounting services firm offering a unified portfolio of five core services: Financial Accounting, Bookkeeping Service, Payroll Service, Tax Preparation, and Business Advisory. The company specializes in QuickBooks-based accounting solutions for small and big businesses nationwide. Additionally, the firm operates a consulting sub-brand called Experta, which provides strategic consulting services including Digital Transformation Strategy, Process Optimization, and Leadership Development, extending the firm's capabilities beyond traditional accounting into broader business transformation advisory.

Differentiator

Problem solved

Functional benefit

Brands

• Experta: Business consulting services including financial performance consulting, strategic planning, process optimization, market expansion advisory, digital transformation strategy, and leadership development.

Products and services

• Financial Accounting

Quantifiable outcome

• 100% Data Accuracy Focus
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• H&R Block: H&R Block is a large incumbent tax preparation and SMB financial services provider with retail, online, and assisted channels. It overlaps with QB Software Services on tax preparation and small-business bookkeeping at significantly larger scale.
• Intuit QuickBooks Live: Intuit's QuickBooks Live pairs SMB customers using QuickBooks with on-demand human bookkeeping experts from Intuit itself. As the platform owner of QuickBooks, it competes directly with QB Software Services' core specialization and benefits from native product integration.
• RSM US: RSM US is a global accounting and consulting firm serving middle-market businesses with audit, tax, and advisory services. Its SMB and mid-market advisory overlap and bundled service structure make it a comparable for QB Software Services' larger-enterprise segment.

Direct peers

• Pilot.com: Pilot provides online bookkeeping, tax, and CFO services to SMBs and startups, combining human accountants with automation software. It competes head-to-head with QB Software Services for the same QuickBooks-centric SMB bookkeeping customer.
• Botkeeper: Botkeeper combines automated bookkeeping workflows with human accountants to deliver monthly books, payroll, and tax support to SMBs and accounting firms. It targets the same SMB bookkeeping customer with a more technology-led model.
• Bookkeeper360: Bookkeeper360 offers bookkeeping, payroll, tax, and advisory services built on Xero and QuickBooks for SMBs and growing businesses. It competes in the same bundled back-office accounting niche as QB Software Services.
• 1-800Accountant: 1-800Accountant provides on-demand bookkeeping, payroll, tax preparation, and business advisory to small businesses across the US via phone and online channels. Its nationwide US SMB focus and service bundle closely parallel QB Software Services' positioning.
• Bench (by Pilot): Bench delivers monthly bookkeeping, tax filing, and financial reporting for small businesses using a dedicated team plus proprietary software. Its bundled service model and SMB target customer directly mirror QB Software Services' offering.

Emerging players

• Xendoo: Xendoo delivers cloud-based bookkeeping, tax, and CFO services for small businesses with a subscription model and dedicated bookkeeper. As an emerging player in the same outsourced SMB accounting niche, it competes on similar technology-enabled service delivery.
• Kruze Consulting: Kruze Consulting provides bookkeeping, tax, and CFO services primarily to venture-backed startups using QuickBooks Online. While focused on startups rather than broad SMBs, its QuickBooks-centric outsourced accounting model makes it a relevant emerging comparable.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 QB SOFTWARE SERVICES LTD