dtba inc

Name

dtba inc

Legal name

DTBA Inc.

Website

https://dtbainc.com

Company type

Private

Operating status

Operating

Short description

DTBA Inc. is a privately held US professional services firm that provides business planning, tax planning, payroll, accounting, company formation, and management consulting primarily to startups and SMBs, operating sales-led from a single St. Petersburg, FL headquarters.

Ownership category

akta.pro rank

Headquarters

HQ city

St. Petersburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Consulting Services: DTBA Inc generates revenue through providing business consulting services including business planning, tax planning, operational improvement, payroll services, company formation, management services, remote/hybrid work assistance, and accounting services. Services are tailored to individual client needs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

DTBA Inc is a business consulting firm that delivers tailored services including business planning, tax planning, payroll, company formation, management, remote/hybrid work assistance, and accounting to startups and established companies across the United States. Each engagement is customized to the client's unique operational and financial needs.

Product overview

DTBA Inc is a business consulting and service firm offering a suite of professional services including Tax Planning, Payroll Services, Business Planning, Company Formation, Management Services, Remote Assistance (hybrid work support), and Accounting Services. The company serves as a one-stop provider for businesses seeking assistance with financial planning, operational management, and organizational development across various industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning
• Payroll Services
• Business Planning
• Company Formation
• Management Services
• Remote Assistance
• Accounting Services

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• 1-800Accountant: 1-800Accountant provides tax, bookkeeping, payroll, and business formation services to SMBs and startups nationwide. It is the closest functional peer to DTBA's bundled SMB back-office offering, with a very similar value proposition and target customer.
• inDinero: inDinero offers outsourced bookkeeping, tax, payroll, and CFO services primarily to venture-backed startups and SMBs. Directly comparable to DTBA's accounting + tax + payroll bundle, with a stronger orientation toward high-growth startup clients.
• Pilot: Pilot provides bookkeeping, tax, and CFO advisory services to startups and small businesses with a tech-enabled delivery model. Comparable to DTBA on the accounting and tax core, though typically more technology-led and VC-funded.
• Bench: Bench delivers monthly bookkeeping, tax filing, and financial reporting to SMBs via a software-plus-dedicated-bookkeeper model. Overlaps with DTBA's accounting and tax services for the same target SMB segment.
• Bizee (formerly Incfile): Bizee offers LLC and corporation formation, registered agent, and basic business services to SMBs nationwide. Comparable to DTBA's company formation service line, with similar pricing-led positioning.

Broad incumbents

• Gusto: Gusto is a leading payroll, HR, benefits, and tax-filing platform serving SMBs across the US. Directly competes with DTBA's payroll offering and increasingly encroaches on adjacent tax/accounting services.
• LegalZoom: LegalZoom is a leading online platform for business formation, legal documents, and registered-agent services. Directly competes with DTBA's company formation service and has expanded into adjacent tax and advisory offerings.
• H&R Block: H&R Block is a national tax preparation and financial services franchise with DIY, assisted, and small-business tax offerings. Competes with DTBA on tax planning and increasingly on small-business accounting.
• ADP Small Business: ADP's small-business segment provides payroll, tax filing, HR, and benefits administration to SMBs. Directly competes with DTBA's payroll and tax services, and bundles many of the same back-office functions.

Emerging players

• Indy: Indy offers all-in-one business tools including invoicing, contracts, proposals, and basic accounting for freelancers and small businesses. Adjacent competitor to DTBA with a software-first approach serving a similar SMB persona.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 dtba inc