Cedar Rose Consulting, Llc

What Cedar Rose Consulting, Llc does

Cedar Rose Consulting, LLC is a privately held professional services firm headquartered in Orange, California, that delivers tax preparation, bookkeeping, payroll management, business planning, and capital fundraising consulting to individuals and businesses across the United States. The firm was founded by Salina Amaro, a licensed Enrolled Agent with a Master's Degree in Taxation from California State University who has been working in public accounting since 2006, alongside co-founder Mario Amaro. The four-person team also includes bookkeepers Jennifer Abt and Ismael Ramos, and the firm has historically managed over 700 clients including many multi-million-dollar businesses across verticals such as real estate, medical practices, law firms, and manufacturing.

The firm's service portfolio is delivered through a consultative, relationship-driven model rather than a transactional product, with services custom-tailored to client needs at rates described as competitive but not publicly disclosed. Technology usage is limited and undifferentiated: the firm relies on industry-standard accounting software for back-office work and uses ShareFile as a client-facing portal for secure document exchange and ongoing service delivery. Marketing is content-driven, anchored by an educational website, financial calculators, downloadable client resources, and a dedicated testimonials section.

The business operates as a founder-owned LLC with no external institutional investors, no subsidiaries, no funding rounds, and no M&A activity disclosed in the available data. Distribution is direct: services are sold and delivered by the Cedar Rose team without third-party resellers or channel partners, and the firm serves clients nationwide from a single California office. Pricing is opaque and engagement-based, consistent with a fragmented SMB and individual client base rather than enterprise anchor accounts.

Name

Cedar Rose Consulting, Llc

Legal name

Cedar Rose Consulting, LLC

Website

https://cedarroseconsulting.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Cedar Rose Consulting is an Orange County, California-based professional services firm that provides tax preparation, bookkeeping, payroll, business planning, and capital fundraising consulting to individuals and SMBs nationwide, led by a four-person team anchored by a licensed Enrolled Agent founder.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Tax preparation services
• Bookkeeping services
• Payroll management
• Business advisory consulting
• Accounting firm services

Headquarters

HQ city

Orange

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Revenue is generated through professional services including tax preparation (personal, business, and corporate), bookkeeping, payroll management, business planning, and capital fundraising consulting. Services are provided on a custom-tailored basis at competitive rates, suggesting a mix of recurring retainer arrangements and project-based billing.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Cedar Rose Consulting delivers professional tax, bookkeeping, payroll, and business advisory services to individuals and businesses nationwide from its Orange County, California headquarters. The firm provides corporate, business, and personal tax preparation (including sales tax, business property tax, and required corporate/LLC documentation), ongoing bookkeeping and monthly reporting, full payroll management, strategic business planning, and capital fundraising consulting. Service delivery is supplemented by a ShareFile-based Client Portal for secure document exchange and a public set of financial calculators and downloadable client resources.

Product overview

Cedar Rose Consulting is an Orange County-based accounting firm offering a unified suite of financial services for individuals and businesses. The core service portfolio includes Tax Preparation (personal, business, and corporate tax filing with sales tax and property tax compliance), Bookkeeping (daily transaction management and monthly reporting), Payroll Management, Business Planning, and Capital Fundraising Consulting. The firm supplements these services with client-facing tools including Financial Calculators (automobile, cash flow, college, credit, home/mortgage, insurance, paycheck, retirement, savings, and tax calculators) and downloadable Client Document Resources (record retention guides, tax checklists, and IRS forms). The firm operates a ShareFile-based Client Portal for secure document exchange with clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Corporate, business, and personal tax preparation including local sales tax, business property tax, and legally required corporate and LLC documentation compliance; helps clients file all necessary returns (past and present), stay current with payments, and simplify the tax process. Targeted at U.S. individuals and businesses.
• Bookkeeping Services
• Payroll Management
• Business Planning
• Capital Fundraising Consulting

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• BDO USA: Global mid-tier accounting firm with full-service tax, bookkeeping, payroll, and advisory offerings. Competes with Cedar Rose for the same SMB and individual clients while also serving larger enterprises.
• H&R Block: National tax preparation chain offering personal and small business tax filing plus adjacent services. Competes with Cedar Rose for the same individual and small-business tax-preparation clients but at much larger scale and brand recognition.
• Intuit (QuickBooks Live / TurboTax Live): Owner of QuickBooks and TurboTax — the dominant DIY bookkeeping and tax-prep platforms. Their 'Live' human-assisted tiers directly substitute for Cedar Rose's bookkeeping and tax-preparation offerings at potentially lower price points.
• RSM US: Mid-tier accounting firm providing tax, payroll, bookkeeping, and business advisory to middle-market companies and individuals. Competes with Cedar Rose across multiple verticals including real estate, healthcare, and manufacturing where Cedar Rose has stated expertise.

Direct peers

• Moss Adams: Mid-tier US accounting firm providing tax, bookkeeping, payroll, and advisory services to individuals and mid-market businesses. Closest structural peer to Cedar Rose — same service mix but serving larger and more numerous clients.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm offering tax preparation, bookkeeping, payroll, and advisory to SMBs and individuals — directly comparable service portfolio to Cedar Rose, but at significantly greater scale.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services targeted at startups and SMBs. Direct competitor in the small-business bookkeeping, payroll, and tax compliance space that Cedar Rose serves, but with proprietary software and venture funding.
• Bench Accounting: Tech-enabled bookkeeping platform pairing software with dedicated bookkeepers for small businesses. Competes directly with Cedar Rose's monthly bookkeeping and reporting services via a software-augmented delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cedar-rose-consulting-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Cedar Rose Consulting, Llc