convergence accounting

What convergence accounting does

Convergence Accounting is a private, Columbia, Missouri-based CPA firm that provides tax preparation and planning, monthly accounting and bookkeeping, payroll processing, and fractional CFO and Controller services to individuals, businesses, and non-profit organizations across the Mid-Missouri region. The firm is led by three CPA principals (Landon Cummins, Shelly Krueger, and Jason Vann) supported by two staff accountants, and markets a unified advisory offering rather than discrete software products, positioning tax work as year-round optimization rather than annual compliance. The non-profit practice is a stated area of depth, with the firm claiming more than a decade of service to many of the most impactful non-profits in Mid-Missouri.

The firm operates a direct, local go-to-market with no intermediaries: the website serves as the primary lead-generation surface, featuring clear calls-to-action for free consultations and a SmartVault-powered secure document upload portal for client intake. Pricing is quote-based and not publicly disclosed, with billing primarily on a monthly cadence for recurring services (accounting, payroll) and on engagement terms for tax and fractional CFO work. Revenue is split across one-time and recurring streams, including tax preparation, recurring accounting/bookkeeping subscriptions, payroll subscriptions, and managed-service-style fractional CFO engagements.

The firm maintains a strategic partnership with Convergence Wealth, a related financial planning entity, to deliver integrated tax and broader financial roadmaps for shared clients. There is no disclosed parent company, external funding, M&A activity, or geographic expansion beyond Mid-Missouri, and ownership appears to be principal/founder-led based on the public team page.

Name

convergence accounting

Legal name

Convergence Accounting

Website

https://convergence-accounting.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Convergence Accounting is a Columbia, Missouri-based CPA firm providing tax, accounting, payroll, and fractional CFO services to individuals, businesses, and non-profits across Mid-Missouri, with strategic alignment to partner firm Convergence Wealth.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Payroll processing
• Fractional CFO services
• Non-profit accounting

Headquarters

HQ city

Columbia

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

Revenue model

1. Professional Services - Tax Preparation & Planning: One-time and recurring tax preparation services for individuals and businesses, including strategic tax planning to optimize tax situations.
2. Accounting & Bookkeeping Services: Monthly accounting services including full-service bookkeeping, periodic oversight, and monthly close support for businesses and non-profits.
3. Payroll Services: Recurring payroll management services including withholdings, filings, and compliance management.
4. Fractional CFO & Controller Services: Executive-level financial strategy services including forecasting, budgeting, capital planning, and cash management for growing businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Convergence Accounting is a CPA firm that provides tax preparation and planning, monthly bookkeeping and accounting, payroll processing, and fractional CFO/controller services. It serves individuals, businesses of all sizes, and non-profit organizations primarily across the Mid-Missouri region, combining decades of CPA experience with current tax software and a partnership with Convergence Wealth for integrated financial planning.

Product overview

Convergence Accounting is a CPA firm offering a unified suite of financial services rather than a software product. The core offerings include Personal Taxes, Business Taxes, Accounting Services, Fractional CFO & Controller Services, Payroll, and Non-Profit Accounting Services. These services are delivered by a team of CPAs and accountants and are offered as integrated components of a holistic financial advisory approach, often in partnership with Convergence Wealth to provide comprehensive financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Taxes Tax preparation and long-term tax planning services for individuals, focused on optimizing current-year accuracy and ongoing tax position rather than only annual compliance.
• Business Taxes Tax preparation, planning, and entity structure services for businesses of all sizes, covering corporations, partnerships, and S-Corporations.
• Accounting Services Full-service bookkeeping, periodic oversight, and monthly close support for businesses and non-profits, including financial reporting and monthly accounting support.
• Fractional CFO & Controller Services Outsourced executive-level financial strategy including forecasting, budgeting, capital planning, and cash management for growing businesses that need strategic financial partnership without a full-time CFO.
• Payroll Payroll processing for businesses, covering accurate employee payments and compliance for tax withholdings, filings, and reporting requirements.
• Non-Profit Accounting Services Specialized accounting and tax services for non-profit organizations, addressing compliance and operational complexities unique to mission-first organizations in Mid-Missouri.

Named customers2 records

Segments3 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

Partnerships

One partnership is on record.

• Convergence WealthcoreStrategic or Co-development PartnerStrategic partnership with Convergence Wealth to build a holistic picture of client financial situations. Convergence Accounting partners with Convergence Wealth to develop financial roadmaps that integrate tax optimization within broader financial planning.

Scale indicators5 records

Recent moves4 records

Expansion highlights4 records

Others

• Robert Half: Staffing and consulting firm placing accounting and finance professionals. Not a direct competitor but adjacent ecosystem participant that interacts with the same SMB and non-profit client base Convergence serves.

Broad incumbents

• BDO USA: Major global accounting and advisory firm with significant SMB and non-profit practices. Competes for non-profit and SMB clients with broader capabilities and geographic reach than Convergence.
• CliftonLarsonAllen (CLA): Large US accounting and advisory firm serving SMBs, non-profits, and individuals. Overlaps with Convergence's tax, accounting, and non-profit specialties but at much greater scale and broader geography.

Direct peers

• Kruze Consulting: Startup-focused accounting, tax, and CFO services firm. Directly comparable to Convergence's fractional CFO and business tax offering, with similar boutique-CPA positioning.
• 1-800Accountant: Virtual accounting firm serving SMBs and individuals with tax, bookkeeping, and entity services. Competes for the same small-business and individual tax prep market Convergence serves.
• Anders CPA + Advisors: Mid-sized regional CPA firm offering tax, accounting, advisory, and wealth services. Closely comparable in service breadth, with a similar boutique-plus model to Convergence's Convergence Wealth partnership.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services for startups and SMBs. Directly competes with Convergence Accounting for the same small-business outsourced accounting and fractional CFO client.
• Paro: Marketplace and platform for fractional finance and accounting talent. Competes with Convergence's fractional CFO/Controller service by connecting SMBs with on-demand finance professionals.
• Bench: Online bookkeeping service with dedicated accountants for small businesses. Overlaps with Convergence's monthly bookkeeping and accounting offering for SMB clients.
• Ignite Spot Accounting Services: Outsourced bookkeeping and accounting firm for small businesses. Mirrors Convergence's recurring monthly bookkeeping model and SMB client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/convergence-accounting

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 convergence accounting