mcmillen & company, pllc

What mcmillen & company, pllc does

McMillen & Company, PLLC is a privately-held CPA firm headquartered at 2812 W. Colorado Ave., Suite 200, Colorado Springs, Colorado, providing accounting, tax, payroll, audit, and advisory services primarily to small businesses, individuals, and not-for-profit organizations across the Colorado Springs metropolitan area and the broader state of Colorado. The firm operates as a traditional professional services practice offering small business accounting, tax planning and preparation, online payroll, outsourced accounting and bookkeeping, outsourced CFO and controllership, business valuation, incorporation, audit and assurance, and coronavirus-era relief program assistance. It has organized dedicated service lines for several industry verticals — architects and engineers, nonprofits, real estate, technology firms, medical practices, and homeowner associations — with the HOA segment operated through a wholly-owned internal division called CIRATAS. The firm operates a dedicated HOA-tax sub-brand at ciratas.com.

Revenue is generated exclusively through direct client engagements billed as professional services on a case-by-case basis; pricing is not publicly disclosed and no channel partners or marketplace listings exist. Go-to-market is sales-led and local, relying on referrals, networking, organic search, a free initial consultation offer, an email newsletter, and a content-rich website that includes a multi-hundred-article content library, interactive financial calculators powered by CalcXML, a tax center with refund tracking and form downloads, and a record retention guide. Distribution is exclusively direct — in-person at the Colorado Springs office, by phone, and through secure digital client portals (ShareFile, TaxCaddy, and a web organizer).

The firm's underlying technology stack is third-party SaaS rather than proprietary: QuickBooks Online for accounting workflows, ShareFile for secure document exchange, TaxCaddy for tax document management, and CalcXML for calculators. No proprietary platform, public-facing application, or public API is disclosed. The firm is independently owned with no parent company, no disclosed institutional or private equity backing, no funding rounds, and no public listing. The company is currently operating, has no disclosed headcount or revenue figures, no named management team, and no disclosed founding date in the available source material.

Name

mcmillen & company, pllc

Legal name

McMillen & Company, PLLC

Website

https://mcmillencpa.com

Company type

Private

Operating status

Operating

Short description

McMillen & Company, PLLC is a privately-held CPA firm in Colorado Springs, Colorado providing accounting, tax, payroll, audit, and outsourced CFO services to small businesses, nonprofits, individuals, and industry-specific verticals including architects, medical practices, real estate, technology firms, and HOAs.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• CPA firm services
• Small business accounting
• Tax planning preparation
• Audit assurance services
• Outsourced CFO services

Headquarters

HQ city

Colorado Springs

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Bookkeeping Services: Scalable accounting and bookkeeping services billed on a professional services basis, including outsourced CFO and controllership services.
2. Tax Services: Tax planning and preparation services billed as professional services engagements, with free initial consultations offered for lead generation.
3. Audit and Assurance Services: Audit, review, and compilation of financial statements provided as assurance services.
4. Payroll Services: Online payroll processing, W-2 preparation, and payroll tax filing services.
5. Business Valuation and Incorporation Services: Business valuation for litigation, mergers, or insurance purposes, as well as incorporation and business formation services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

McMillen & Company, PLLC is a CPA firm that provides scalable small business accounting and bookkeeping, tax planning and preparation, online payroll processing, audit and assurance, business valuation, incorporation, and outsourced CFO and controllership services. The firm serves small businesses, not-for-profits, and specific industry verticals including architects and engineers, medical practices, nonprofits, real estate, technology firms, and homeowner associations (through its CIRATAS division), primarily in Colorado Springs and the broader Colorado region.

Product overview

McMillen & Company, PLLC is a traditional CPA firm offering a comprehensive suite of accounting, tax, and advisory services primarily serving small businesses, nonprofits, and individuals in Colorado Springs, CO. The firm operates as a services-based practice rather than a software product company. Their core service offerings include Small Business Accounting Services, Tax Planning and Preparation, Online Payroll Services, Outsourced Accounting and Bookkeeping, Outsourced CFO & Controllership Services, Business Valuation, and Audit & Assurance. They specialize in serving specific industries including architects and engineers, medical practices, nonprofits, real estate, and technology firms. In addition to core accounting services, they provide educational resources through a Content Library with articles on various financial topics, Financial Calculators for tax and retirement planning, and a Tax Center with tools for refund tracking and tax form access. The firm leverages tools like QuickBooks Online, ShareFile, TaxCaddy, and CalcXML to deliver services to clients.

Differentiator

Problem solved

Functional benefit

Brands

• CIRATAS: A division dedicated to tax and assurance services for common interest realty associations and homeowners associations.

Products and services

• Small Business Accounting Services Scalable accounting and bookkeeping services designed to meet today's business needs and adjust as businesses grow, including transaction recording, financial statement preparation, and ongoing bookkeeping support for small businesses.
• Tax Planning Services Strategic tax planning services focused on identifying ways to reduce tax obligations and minimize business tax burden while maximizing profits for businesses and individuals.
• Income Tax Preparation Services Tax preparation services for businesses and individuals, including tax return preparation and filing.
• Online Payroll Services Payroll processing services including payroll preparation, W-2 preparation, and payroll tax filing designed to save time and ensure accurate compliance for small businesses.
• Outsourced Accounting and Bookkeeping Full outsourced accounting and bookkeeping functions for businesses that prefer to delegate these responsibilities to an external firm.
• Outsourced CFO & Controllership Services Virtual CFO and controllership services providing the financial leadership and oversight of a chief financial officer without the cost of a full-time hire, targeted at small businesses.
• Business Valuation Services Business valuation services for litigation, mergers, or insurance purposes, maintained at high professional standards.
• Audit & Assurance Services Audit and assurance services providing the highest level of assurance, including financial statement reviews and compilations.
• Incorporation Services Business formation and incorporation services to help businesses set up proper legal entities.
• Architects & Engineers Accounting Specialized accounting services for architecture and engineering firms with industry-specific financial solutions, including project-based revenue recognition and client billing.
• Nonprofit Accounting Accounting services for nonprofits including churches, social organizations, community centers, sports clubs, and art centers, with expertise in nonprofit financial reporting and tax matters.
• Real Estate Accounting Services Industry-specific accounting and tax planning for real estate agents, developers, investors, and property managers, including investment property accounting and depreciation planning.
• Technology Accounting Services Specialized technology industry accounting services to help tech businesses keep up with industry demands while minimizing taxes, including R&D tax credit and multi-state payroll considerations.
• Medical Practice Accounting Comprehensive accounting services for general practitioners, ophthalmologists, veterinarians, and other health-related businesses requiring practice management accounting and healthcare-specific compliance.
• Homeowner and Other Owner Associations Services (CIRATAS) Tax and assurance services for common interest realty associations and homeowner associations delivered through the firm's dedicated CIRATAS division.

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• Pilot: Pilot is a tech-enabled bookkeeping, accounting, and CFO service targeting startups and SMBs. It competes directly with McMillen's outsourced bookkeeping and CFO offerings but at a larger, more tech-forward scale.
• Bench: Bench provides online bookkeeping paired with dedicated accountants for small businesses. It directly competes with McMillen's small business accounting services with a software-led delivery model.
• 1-800Accountant: 1-800Accountant offers virtual accounting, tax, and advisory services to SMBs and individuals. It competes with McMillen on tax preparation and small business accounting, though it operates nationally rather than locally.
• Bookkeeper.com: Bookkeeper.com is an Intuit-affiliated online bookkeeping service for small businesses. It overlaps with McMillen's outsourced bookkeeping and QuickBooks-based service delivery.

Emerging players

• Botkeeper: Botkeeper combines AI-powered bookkeeping with human accountants to serve SMBs and accounting firms. It is an emerging disruptor in the same outsourced bookkeeping space as McMillen, though its primary GTM includes white-label partnerships with CPA firms.

Broad incumbents

• CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting firm offering tax, audit, advisory, and outsourced accounting to SMBs and middle-market companies. It competes with McMillen across all service lines but at much greater scale and geographic breadth.
• Eide Bailly: Eide Bailly is a large regional CPA firm with strong SMB and industry-vertical practices. It is comparable to McMillen on services and vertical specialization, but operates across many states and serves larger clients.
• BDO USA: BDO is a global accounting and advisory network with a sizable U.S. SMB and middle-market practice. It overlaps with McMillen on tax, audit, and outsourced CFO services but serves a broader client spectrum.

Regional players

• EKS&H (Ehrhardt Keefe Steiner + Hottmann): EKS&H (now Forvis) is a Colorado-based CPA firm offering tax, audit, and advisory to SMBs. It is a strong comparable given overlapping Colorado geography and similar client mix, though larger in scale.
• Anton Collins Mitchell: Anton Collins Mitchell is a regional CPA firm in Colorado providing tax, audit, and advisory services. It competes with McMillen for SMB clients in the Colorado market, with similar service scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 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 mcmillen & company, pllc