Laere PLLC
- Company typePrivate
- Founded2019
- HeadquartersOklahoma City, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Laere PLLC firmographics
Firmographics- Name
- Laere PLLC
- Legal name
- Laere PLLC
- Website
- https://laerecpa.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Laere PLLC industry classification
Industry- Product category
- Accounting & Tax Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Services-Management Services (8741)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industries
- Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Laere PLLC is headquartered
LocationHeadquarters
- HQ city
- Oklahoma City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Laere PLLC business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Client Accounting Services: Ongoing bookkeeping, payroll processing, financial reporting, and fractional CFO services for businesses. Revenue is generated through recurring professional service engagements, typically billed on a per-service or retainer basis.
- Tax Planning and Preparation: Federal and state income tax return preparation for individuals, partnerships, and corporations. Tax planning strategies to minimize liabilities and maximize deductions. Revenue generated through tax preparation and planning service fees.
- Financial Coaching: Personalized financial guidance for individuals and couples, including budgeting, investing advice, and financial habit building. Revenue from coaching session fees.
- Advisory and Consulting Services: Controller/CFO for hire services, policies and procedures development, management and employee training. Revenue generated through advisory consulting engagements.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Laere PLLC product offering
Product offeringCore offering
Laere PLLC is a CPA and financial advisory firm that delivers outsourced client accounting services (bookkeeping, payroll, accounts receivable/payable, financial reporting, fractional CFO support), advisory services (virtual Controller/CFO, policies and procedures development, management training), tax planning and preparation for individuals, partnerships, and corporations, strategic consulting for complex business decisions, and personalized financial coaching for individuals and couples. Services are designed to function as a back-office financial partner for small and medium-sized businesses, allowing owners to focus on core operations while Laere handles financial complexity.
Product overview
Laere PLLC is a unified CPA/accounting firm offering an integrated suite of financial services. The core portfolio consists of five interconnected service modules: Client Accounting Services (bookkeeping, payroll, financial reporting, and fractional CFO support), Advisory Services (virtual Controller/CFO, policies/procedures, and training), Tax Planning (preparation and strategic planning), Consulting (strategic business guidance), and Financial Coaching (individual and couples financial guidance). These services work together to provide small to medium-sized businesses with comprehensive back-office support—from day-to-day bookkeeping to strategic planning and tax optimization—enabling clients to focus on their core business while Laere handles financial complexity.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Accounting Services Comprehensive back-office accounting support for small and medium-sized businesses, including bookkeeping, payroll processing, financial statement preparation, accounts receivable and accounts payable management, account reconciliation, fixed asset tracking, and software training.
- Advisory Services Advisory engagements providing virtual Controller/CFO services, policies and procedures development, and management and employee training on technical skills, leadership, and communication. Designed for SMBs that need senior financial leadership on a fractional basis.
- Tax Planning Tax planning and preparation services, including Federal and State Income Tax Returns for individuals, partnerships, and corporations, plus strategic tax minimization planning to seize savings opportunities.
- Consulting Strategic accounting consultancy providing tailored insights and guidance for complex business decisions, compliance navigation, and operational efficiency improvements, delivered without jargon.
- Financial Coaching Personalized financial coaching for individuals and couples, covering budgeting strategies, debt management, investing advice, and retirement planning, with an emphasis on building healthy financial habits aligned to goals and values.
- Consultation A 30-minute introductory consultation for prospective clients to discuss their financial needs and explore how Laere can assist with business or personal finances.
Companies that use Laere PLLC
Customer profileSegments2 records
Ideal customer profiles2 records
Laere PLLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Laere PLLC partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights2 records
Laere PLLC competitors and assessment
Company assessmentDirect peers
- Bench: Bench provides outsourced bookkeeping and financial reporting for small businesses, pairing human accountants with software. It directly competes with Laere's client accounting services for SMB customers nationwide.
- Pilot: Pilot is a bookkeeping, tax, and CFO services firm purpose-built for startups and SMBs, offering a near-identical stack of bookkeeping, tax, and fractional CFO services. It is the most direct scaled competitor to Laere's client accounting and advisory offerings.
- 1-800Accountant: 1-800Accountant offers virtual accounting, tax, and advisory services to SMBs and individuals. Its service mix and SMB/individual customer base overlap heavily with Laere's.
Regional players
- Eide Bailly: Eide Bailly is a top-25 U.S. regional CPA firm offering tax, audit, advisory, and outsourced accounting services to SMBs and middle-market companies. It is a relevant regional competitor for Laere's broader Oklahoma/Southwest client base.
- Whitley Penn: Whitley Penn is a Texas/Oklahoma-based regional CPA and advisory firm serving SMBs and mid-market clients. Its regional footprint and service mix closely mirror Laere's, including fractional CFO and tax services.
Broad incumbents
- CliftonLarsonAllen (CLA): CLA is a large U.S. accounting and advisory firm serving SMBs, middle market, and high-net-worth clients with outsourced accounting, tax, and wealth advisory. Its broad SMB practice overlaps meaningfully with Laere's full-stack model.
- KPMG Spark: KPMG Spark is the small business accounting arm of Big-4 KPMG, providing bookkeeping, tax, and CFO services to SMBs. It is a broader-incumbent peer pursuing the same SMB outsourced-finance opportunity as Laere.
- Cherry Bekaert Advisory: Cherry Bekaert is a large U.S. accounting and advisory firm offering tax, audit, and outsourced finance services to SMBs and middle-market clients. It is a comparable broader-incumbent peer in the SMB outsourced accounting space.
Emerging players
- Botkeeper: Botkeeper combines automated bookkeeping software with human accountants to serve SMBs. It competes with Laere's bookkeeping offering via a more technology-led, lower-cost model.
- Founders CPA: Founders CPA is a virtual accounting and tax firm serving founders, startups, and small businesses with bookkeeping, tax, and CFO services. It is a comparable virtual, founder-focused CPA peer.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks6 records
Key highlights5 records
Customer concentration
Laere PLLC social profiles
Digital presenceLaere PLLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Laere PLLC leadership team
Management profileNumber of profiles
Profiles1 record
Laere PLLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Laere PLLC 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 Laere PLLC
What does Laere PLLC do?
Laere PLLC is a CPA and financial advisory firm that delivers outsourced client accounting services (bookkeeping, payroll, accounts receivable/payable, financial reporting, fractional CFO support), advisory services (virtual Controller/CFO, policies and procedures development, management training), tax planning and preparation for individuals, partnerships, and corporations, strategic consulting for complex business decisions, and personalized financial coaching for individuals and couples. Services are designed to function as a back-office financial partner for small and medium-sized businesses, allowing owners to focus on core operations while Laere handles financial complexity.
Is Laere PLLC a public or private company?
Laere PLLC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Laere PLLC founded?
Laere PLLC was founded in 2019. It employs 1 to 10 people.
Where is Laere PLLC based?
Laere PLLC is headquartered in Oklahoma City, United States, in the North America region.
How does Laere PLLC make money?
Four revenue lines are on record. Client Accounting Services are the primary driver. The others are tax Planning and Preparation, financial Coaching and advisory and Consulting Services.
Who are Laere PLLC's main competitors?
Direct peers on record are Bench, Pilot and 1-800Accountant. Regional players are Eide Bailly and Whitley Penn. Broad incumbents are CliftonLarsonAllen (CLA), KPMG Spark and Cherry Bekaert Advisory. Emerging players are Botkeeper and Founders CPA.
Does Laere PLLC have an API?
No public API is recorded for Laere PLLC.
What industry is Laere PLLC in?
Laere PLLC's product category is Accounting & Tax Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAAAGAI, Tax Operations Support (Indirect Tax, Withholding, Compliance Admin). Its NAICS code is 541211 and its SIC code is 8742.