Manion & Assoc

What Manion & Assoc does

Manion & Associates LLC is a solo-practitioner accounting and tax firm founded in 2014 by Andrea Manion and headquartered remotely from Englewood, Colorado. The firm provides bookkeeping, federal and state tax preparation, business formation consulting, sales tax services, business book clean-up, and notary services to small businesses (sole proprietors, LLCs, partnerships, C and S corporations, and non-profits), rental property owners, and individual taxpayers across Colorado. Andrea Manion personally delivers all client work without staff support, supplementing her own expertise with a referral network of lawyers, enrolled agents, financial planners, insurance providers, and payroll experts for adjacent needs.

The firm's underlying technology stack is built around cloud-based accounting platforms: the firm is a QuickBooks Online Certified ProAdvisor and a FreshBooks Certified Accountant, and it operates as a paperless remote practice using IRS e-file for return submission. Core credentials include IRS Annual Filing Season Program participation (which grants representation rights before revenue agents and the Taxpayer Advocate Service), an active PTIN, and BBB accreditation in the Denver region.

Revenue is generated through per-engagement professional service fees quoted after a free initial consultation. Pricing is not publicly disclosed, but the firm's remote, home-office operating model eliminates traditional overhead, enabling more affordable rates than larger competitors. Go-to-market is sales-led and relationship-driven, relying on Andrea's professional network referrals, the firm website, LinkedIn presence, Yelp listings, and BBB credibility rather than paid marketing or channel partners. The firm does not disclose financials and operates without external funding.

Name

Manion & Assoc

Legal name

Manion & Associates LLC

Website

https://manionandassociates.net

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Manion & Associates is a solo-practitioner accounting and tax firm in Englewood, Colorado, providing bookkeeping, tax preparation, consulting, and notary services to small businesses and individuals across the state.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

Keywords

• Tax preparation services
• Bookkeeping services
• Small business accounting
• Tax consulting
• Notary services

Headquarters

HQ city

Marietta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Tax Preparation Services: Tax preparation services for individuals and businesses including Sole Proprietors, LLCs, Partnerships, Corporations, Non-Profits, and rental property owners. Revenue generated through per-return or per-engagement fees for tax filing services.
2. Bookkeeping Services: Ongoing bookkeeping services including business book clean-up, accounts organization, and ongoing maintenance. Offered as recurring engagements for business clients.
3. Consulting Services: Business formation consulting, QuickBooks setup assistance, and advisory services. One-time engagements for new business setup or ongoing advisory relationships.
4. Notary Services: Notary services provided as an ancillary offering to existing and prospective clients requiring document notarization.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Manion & Associates LLC delivers bookkeeping, federal and state tax preparation, business consulting, and notary services for individuals and small business entities in Colorado. The practice specializes in tax preparation across individual, sole proprietor, LLC, partnership, corporation, non-profit, and rental property engagements, along with business book clean-up, sales tax compliance, QuickBooks Online setup, and business formation assistance.

Product overview

Manion & Associates LLC operates as a single-service accounting firm offering a unified suite of tax and accounting services. The core offerings include bookkeeping services, tax preparation (covering individual taxes, business entities of various types including LLC, partnership, corporation, non-profit, and rental properties), business book clean-up, sales tax services, consulting, notary services, and business formation assistance. QuickBooks Online setup and configuration services are offered as an add-on to help clients implement proper accounting systems. The company primarily serves small businesses, sole proprietors, and individuals across Colorado.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services

Quantifiable outcome

• 16 hours of IRS-approved continuing education annually including 2 hours of ethics

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Two partnerships are on record, tiered core and minor.

• QuickBooks (Intuit)coreTechnology or IntegrationManion & Associates is a QuickBooks Online Certified ProAdvisor, indicating deep expertise in QuickBooks Online. This certification enables the firm to set up, troubleshoot, and optimize QuickBooks for small business clients. The partnership provides access to Intuit's ProAdvisor program resources and徽章 for marketing credibility.
• Professional Network (Lawyers, Enrolled Agents, Financial Planners, Insurance Providers, Payroll Experts)minorStrategic or Co-development PartnerAndrea Manion maintains a network of trusted professional colleagues including lawyers, enrolled agents, financial planners, insurance providers, and payroll experts. These partners provide referrals and enable the firm to offer comprehensive services beyond its core offerings without maintaining in-house staff for specialized needs.

Scale indicators2 records

Recent moves5 records

Broad incumbents

• Liberty Tax: Franchise-based tax preparation chain serving individual filers and small businesses in retail locations. Comparable on core individual and small-business tax preparation services, but with a fundamentally different (retail, seasonal) delivery model.
• KPMG Small Business Advisory: Big Four advisory firm with a small-business services practice covering tax compliance, bookkeeping, and formation support. Comparable on full-stack SMB tax and accounting offerings but operates at vastly larger scale and competes primarily for clients above Manion's typical engagement size.
• H&R Block: National tax preparation retailer with DIY software, retail offices, and a virtual tax pro offering. Comparable on core tax preparation services for individuals and small businesses, with vastly broader distribution and brand recognition than Manion.
• Jackson Hewitt: National seasonal tax preparation franchise targeting individual filers and small businesses. Comparable on small-business and individual tax preparation services, with a retail-led delivery model that contrasts with Manion's remote practice.

Emerging players

• Bench (now part of Vista): Tech-enabled monthly bookkeeping service for small businesses, paired with year-end tax preparation through partner CPAs. Comparable in serving SMBs needing recurring bookkeeping plus tax filing, though Bench layers proprietary software on top of human bookkeepers.
• Botkeeper: AI-augmented bookkeeping service for small businesses combining automated software with human accountants. Comparable on the recurring bookkeeping layer of Manion's service mix, though positioned as a technology play rather than solo practitioner offering.
• 1-800Accountant: Virtual-first accounting and tax firm serving U.S. small businesses and entrepreneurs. Highly comparable to Manion in target customer (SMBs needing tax + bookkeeping) and remote delivery model, though operating at greater scale and with broader national reach.
• Pilot.com: Bookkeeping, tax, and CFO services targeted at startups and small businesses, including entity formation support. Overlaps directly with Manion's bookkeeping, tax preparation, and business formation offerings, but operates with a tech-enabled platform at venture-scale.
• Wave Financial: Cloud-based accounting, invoicing, and payroll platform targeting very small businesses and sole proprietors, with paid Wave Pro bookkeeping add-on. Comparable target segment to Manion's solo proprietor and micro-SMB clients, though Wave competes primarily as software rather than as a tax-prep firm.

Direct peers

• Padgett Business Services: Franchise network of small-business accounting, tax, and payroll services targeting SMBs across the U.S. Closely comparable to Manion on customer segment (small businesses across entity types), service mix (tax, bookkeeping, payroll advisory), and relationship-driven positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/manion-and-associates

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Manion & Assoc