Pavilion Advisors
Pavilion Advisors is a privately-held Kaysville, Utah-based accounting and fractional CFO services firm serving small businesses with $1M-$20M in revenue, with vertical specialization in construction and land development.
- Company typePrivate
- Founded2009
- HeadquartersKaysville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Pavilion Advisors does
Pavilion Advisors is a privately-held accounting and fractional CFO services firm headquartered in Kaysville, Utah, serving small businesses generating $1M-$20M in annual revenue. Its core offerings include outsourced accounting, fractional/virtual CFO services, and tax preparation, with a stated vertical specialization in construction and land development. The firm operates a lean, cloud-based delivery model that enables virtual engagement with clients, supported by a content marketing and SEO presence, direct outreach, referrals, and an online booking channel, with a free initial inspection offered as a sales entry point.
The business is small and locally anchored, with no disclosed funding, M&A, or leadership changes in the source material. Public-facing signals indicate recent investment in the firm's digital surface — including accessibility conformance targeting WCAG 2.0/2.1/2.2 — alongside the introduction of a fractional CFO service line layered on top of core accounting work. The team cites 10+ years of combined experience, which is positioned as the principal credibility asset for advisory engagements rather than any proprietary technology or AI capability. The overall posture is that of a niche SMB-focused practitioner rather than a venture-backed or multi-region accounting platform.
Pavilion Advisors firmographics
Firmographics- Name
- Pavilion Advisors
- Legal name
- Pavilion Advisors
- Website
- https://pavilionadvisors.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Pavilion Advisors is a privately-held Kaysville, Utah-based accounting and fractional CFO services firm serving small businesses with $1M-$20M in revenue, with vertical specialization in construction and land development.
- Ownership category
- akta.pro rank
Pavilion Advisors industry classification
Industry- Product category
- Accounting & Financial Advisory Services
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
Keywords
Where Pavilion Advisors is headquartered
LocationHeadquarters
- HQ city
- Kaysville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pavilion Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Outsourced Accounting Services: Ongoing outsourced accounting and bookkeeping services for small businesses, providing recurring revenue through retainer or ongoing service arrangements. Services include cash flow management, budgets and forecasting, month-end close procedures, and financial reporting.
- CFO Services: Fractional/virtual CFO services providing strategic financial guidance, financial analysis, and executive-level support. Positioned as a cost-effective alternative to hiring full-time C-suite executives for growing small businesses.
- Tax Services: Tax preparation services including individual and business tax returns, IRS representation, and strategic tax planning. These services may be offered as one-time engagements or as part of ongoing client relationships.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Pavilion Advisors product offering
Product offeringCore offering
Pavilion Advisors provides outsourced accounting, fractional/virtual CFO, and tax services to small businesses with $1M–$20M in revenue. Engagements include cash flow management, budgets and forecasting, month-end close, financial reporting, and tax preparation/planning delivered via ongoing retainer arrangements and consultation-based engagements. Services are delivered both virtually and in-person from its Kaysville, Utah base.
Product overview
Pavilion Advisors is a premier accounting and CFO services firm offering a unified suite of professional services for small businesses with revenues ranging from $1M to $20M. The core offerings consist of Cash Flow Management, Budgets & Forecasting, Month-End Close Procedures, Financial Reporting, and Tax Services, which are delivered through Outsourced Accounting Services and Fractional CFO Services. These services work together to provide comprehensive financial operations support, combining accurate financial management with strategic CFO-level guidance. The company positions itself as a strategic partner that goes beyond basic bookkeeping to help businesses understand their numbers and make informed decisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Outsourced Accounting Services Flexible, cost-effective outsourced accounting alternative to in-house accounting staff, providing hands-on, tailored financial solutions (cash flow management, budgets, forecasting, month-end close, financial reporting) for small businesses in Kaysville and surrounding areas.
- Fractional CFO Services Part-time or virtual CFO services delivering high-level strategy, financial planning, and analysis for growing small businesses that need executive-level financial support without the cost of a full-time CFO hire.
- Tax Services Comprehensive tax services including preparation of individual and business tax returns, IRS representation, and strategic tax planning, offered as one-time engagements or within ongoing client relationships.
- Financial Operations Support Integrated financial operations support that combines accurate financial management with practical, decision-focused insight, helping small businesses understand their numbers, improve processes, and build financial visibility.
Companies that use Pavilion Advisors
Customer profileSegments2 records
Ideal customer profiles2 records
Pavilion Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pavilion Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
Pavilion Advisors competitors and assessment
Company assessmentEmerging players
- Botkeeper: AI- and automation-driven bookkeeping service for small businesses and accounting firms, pairing human accountants with machine learning workflows. Adjacent competitor to Pavilion's outsourced accounting line with a heavier technology emphasis.
- Bookkeeper360: Cloud-based bookkeeping, accounting, and CFO advisory platform targeting SMBs with bundled back-office services. Overlaps with Pavilion's combined outsourced accounting and CFO positioning through a more technology-led delivery model.
Direct peers
- Pilot: Tech-enabled outsourced bookkeeping, accounting, and CFO services firm primarily serving venture-backed startups and SMBs. Direct competitor to Pavilion's outsourced accounting + fractional CFO bundle, though operating at much larger scale and with proprietary software.
- Kruze Consulting: Fractional CFO, accounting, and tax services firm focused on venture-backed startups and small businesses. Closely comparable to Pavilion's fractional CFO + outsourced accounting + tax offering, though Kruze skews toward VC-funded startups.
- Acuity CFO: Fractional and interim CFO services firm for small and mid-sized businesses, providing strategic financial leadership on a part-time basis. Directly comparable to Pavilion's fractional/virtual CFO service line.
- Bench: Subscription-based outsourced bookkeeping service for small businesses, pairing dedicated bookkeepers with proprietary software. Competes head-to-head with Pavilion's outsourced accounting service in the SMB segment.
Broad incumbents
- CLA (CliftonLarsonAllen): Major U.S. accounting and advisory firm focused on private middle-market and SMB clients, offering outsourced accounting, tax, and CFO advisory. Broad incumbent competing for the same SMB segment Pavilion targets.
- BDO USA: Top-tier global accounting and advisory firm serving SMBs through its private business practice with outsourced accounting, tax, and CFO advisory services. A broad incumbent in the same category where Pavilion operates at the SMB end of the market.
- RSM US: Large U.S. accounting and consulting firm with a dedicated middle-market practice offering outsourced accounting, CFO advisory, and tax services. Comparable to Pavilion in service mix but at materially larger scale and broader geographic reach.
Regional players
- Ventura Accounting & Advisory: Regional outsourced accounting and CFO advisory firm serving small and mid-sized businesses in a specific U.S. market. Comparable to Pavilion's regional, local-market professional services model but operating in a different geography.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Pavilion Advisors social profiles
Digital presencePavilion Advisors compliance and trust
Trust signalCompliance3 records
Pavilion Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pavilion Advisors leadership team
Management profileNumber of profiles
Pavilion Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pavilion Advisors 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 Pavilion Advisors
What does Pavilion Advisors do?
Pavilion Advisors provides outsourced accounting, fractional/virtual CFO, and tax services to small businesses with $1M–$20M in revenue. Engagements include cash flow management, budgets and forecasting, month-end close, financial reporting, and tax preparation/planning delivered via ongoing retainer arrangements and consultation-based engagements. Services are delivered both virtually and in-person from its Kaysville, Utah base.
Is Pavilion Advisors a public or private company?
Pavilion Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pavilion Advisors founded?
Pavilion Advisors was founded in 2009. It employs 1 to 10 people.
Where is Pavilion Advisors based?
Pavilion Advisors is headquartered in Kaysville, United States, in the North America region.
How does Pavilion Advisors make money?
Three revenue lines are on record. Outsourced Accounting Services are the primary driver. The others are CFO Services and tax Services.
Who are Pavilion Advisors's main competitors?
Emerging players on record are Botkeeper and Bookkeeper360. Direct peers are Pilot, Kruze Consulting, Acuity CFO and Bench. Broad incumbents are CLA (CliftonLarsonAllen), BDO USA and RSM US. Ventura Accounting & Advisory is listed as a regional player.
Does Pavilion Advisors have an API?
No public API is recorded for Pavilion Advisors.
What industry is Pavilion Advisors in?
Pavilion Advisors's product category is Accounting & Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory. Its NAICS code is 54161 and its SIC code is 8742.