bayview advisory group

What bayview advisory group does

Bayview Advisory Group Inc. is a privately held professional services firm incorporated in Florida that delivers bookkeeping, business tax, payroll, and fractional CFO services to small and mid-sized businesses in the United States and Canada. The firm operates a fully productized, multi-tier subscription model — Bookkeeping ($399–$1,699/mo), Tax ($750–$4,800/yr), Payroll ($49–$199/mo plus per-employee fees), CFO Advisory (custom quarterly/monthly retainers), and Cross-Border US-Canada services ($2,500 one-time, $6,500/yr, or $2,995/mo) — sold through a free 30-minute consultation funnel and content/SEO marketing. The firm has no proprietary technology platform; service delivery is built on third-party accounting (QuickBooks, Xero, NetSuite, Sage, FreshBooks), payroll/HR (Gusto, ADP, Paychex, Rippling), and payment/billing stacks (Stripe, Square, PayPal, Shopify, Bill.com, Ramp, Brex, Expensify, Mercury), with consultants working inside the client's existing tools.

Bayview's strategic differentiation is vertical specialization rather than technology: dedicated practice areas for Behavioral Health & Therapy Clinics, Pediatric & Autism Services, HealthTech & SaaS, and Wellness/Fitness/MedSpas, with industry-specific deliverables such as payer-mix analysis, clinician utilization tracking, ASC 606 revenue recognition, MRR/ARR and NRR dashboards, and multi-state nexus support. The firm is led by a CFO with 15+ years of finance-executive experience, positioning the offering as senior-level financial oversight at fractional cost. The GTM motion is sales-led and regional, with a physical presence across South Florida (Miami, Fort Lauderdale, West Palm Beach) and remote inside-sales coverage across North America, including a Canada service line.

No external funding, M&A activity, subsidiaries, or public-market listing is disclosed. The firm appears founder- or management-owned, with no parent company and no disclosed leadership changes in the available data. Customer logos, headcount, and company-level revenue figures are not publicly disclosed, which limits verification of scale.

Name

bayview advisory group

Legal name

Bayview Advisory Group Inc.

Website

https://bayviewadvisorygroup.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Bayview Advisory Group is a Florida-based professional services firm providing bookkeeping, tax, payroll, and fractional CFO services to small and mid-sized businesses, with vertical specialization in healthcare, behavioral health, wellness, and HealthTech/SaaS.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Bookkeeping services
• Tax preparation
• Fractional CFO services
• Payroll processing
• Cross-border accounting

Headquarters

HQ city

Sunny Isles Beach

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Bookkeeping Services: Monthly recurring bookkeeping services with tiered pricing based on transaction volume and account reconciliation needs. Three service tiers ranging from essential ($399/mo) to premier ($1,699/mo).
2. Business Tax Services: Annual tax planning and filing services with three tiers: Filing Only ($750/yr), Plan & File ($2,400/yr), and Advisory+ ($4,800/yr). Includes year-round planning, estimated payments, and audit support.
3. Payroll Services: Monthly payroll processing with base fee plus per-employee pricing. Three tiers: Starter ($49/mo + $6/employee), Growing ($99/mo + $9/employee), Full Service ($199/mo + $12/employee).
4. CFO Advisory Services: Fractional CFO services offered in three engagement models: Quarterly CFO (custom pricing), Monthly CFO (custom pricing), and One-Time Strategy Session. Custom-scoped to client stage and complexity.
5. Cross-Border Services: US-Canada cross-border accounting and tax services. Three tiers: Structuring Review ($2,500 one-time), Dual-Country Filing ($6,500/yr), and Cross-Border CFO ($2,995/mo ongoing).

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Bayview Advisory Group is a professional services firm that provides monthly bookkeeping, year-round business tax planning and filing, full-service payroll, and fractional CFO advisory to small and mid-sized businesses. It also offers US-Canada cross-border accounting and tax services, with industry specialization in healthcare (behavioral health, therapy, pediatric/autism), wellness/fitness, and HealthTech/SaaS sectors.

Product overview

Bayview Advisory Group is a unified financial services firm offering a comprehensive suite of services: Bookkeeping (monthly reconciliations, financial statements, software setup), Business Tax (year-round planning, entity structuring, multi-state compliance), CFO Advisory (fractional CFO with forecasting, cash flow, KPI dashboards), Payroll (full-service processing with compliance), and Cross-Border services (US-Canada dual filings, treaty-aware tax planning). The firm specializes in serving healthcare, behavioral health, wellness, and HealthTech/SaaS industries, integrating with clients' existing accounting tools including QuickBooks, Xero, NetSuite, Gusto, Rippling, and various payment platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Monthly recurring bookkeeping service providing account reconciliations, financial statements (P&L, balance sheet), AR/AP tracking, month-end close, and software setup, for small and mid-sized businesses.
• Business Tax Year-round business tax planning and filing service including tax preparation, entity structuring, estimated payment calculations, multi-state and nexus compliance, deduction/credit optimization, and audit support for growing businesses.
• CFO Advisory Fractional CFO service providing financial forecasting, cash flow management, budgeting vs. actual variance analysis, KPI dashboards, investor and board reporting, and strategic advisory for businesses not needing a full-time CFO.
• Payroll Full-service payroll processing including pay runs, direct deposit, tax withholdings and filings, employee onboarding and offboarding, contractor 1099 processing, benefits and deduction management, and multi-state payroll compliance.
• Cross-Border (US-Canada) Services US-Canada cross-border accounting and tax services for businesses operating in both countries, including dual-country tax filing, entity structuring and treaty review, sales tax and GST/HST compliance, transfer pricing support, and ongoing two-country financial management.
• Behavioral Health & Therapy Practice Services Specialized finance services for ABA, speech, occupational therapy, and mental-health practices, including insurance collections and denial management, clinician utilization and billable ratio analysis, payer-mix margin analysis, and budgeting for new sites and credentialing.
• HealthTech & SaaS Practice Services Specialized finance services for EHR, scheduling, billing, and B2B SaaS companies, including MRR/ARR and net revenue retention tracking, CAC:LTV and payback analysis, ASC 606 revenue recognition, burn tracking, and investor-ready financial reporting.
• Pediatric & Autism Practice Services Finance services tailored to developmental pediatric and multidisciplinary autism clinics, including therapy-hour utilization vs. reimbursement analysis, parent-pay vs. insurance strategy, and cost modeling for school contracts and clinic expansion.
• Wellness, Fitness & Niche Medical Practice Services Finance services for boutique fitness, integrative health, MedSpas, and private-pay home health operators, including hybrid cash/insurance pricing models, membership revenue forecasting, profitability by class/trainer/location, payroll forecasting, and capital planning.

Quantifiable outcome

• Est. Tax Savings: $24k (sample client metric)
• +7 more outcomes

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Bench Accounting: Tech-enabled bookkeeping and tax service for small businesses with tiered monthly plans. Direct competitor to Bayview's core recurring bookkeeping + tax offering, though Bench is broader horizontally while Bayview specializes vertically in healthcare.
• Pilot: Bookkeeping, tax, and CFO services targeting SMBs and startups, with tiered subscriptions and strong vertical playbooks including healthcare and SaaS. Closest functional and structural analog to Bayview's bundled model.
• 1-800Accountant: National accounting and tax advisory firm serving small businesses with bookkeeping, tax, and advisory services. Comparable subscription-style service packaging and SMB target market.
• inDinero: Outsourced bookkeeping, tax, and fractional CFO services for growing companies. Comparable bundled offering and SMB-to-mid-market customer base, with similar GTM motion targeting founders who have outgrown basic compliance.
• Founders CPA: Boutique accounting, tax, and fractional CFO firm serving founder-led SMBs and startups. Similar service packaging, similar subscription pricing, and similar mid-market founder buyer persona.

Emerging players

• Botkeeper: AI-augmented bookkeeping service for SMBs and accounting firms; competes for the same monthly bookkeeping dollars with a technology-led approach that pressures traditional firms like Bayview on price and speed.
• BDA Healthcare Advisors: Niche advisory firm focused on healthcare and behavioral health practices with revenue cycle, payer mix, and growth consulting. Competes for the same healthcare-vertical customer base where Bayview's deepest specialization sits.

Broad incumbents

• Cherry Bekaert: Large regional accounting and advisory firm with healthcare and technology industry groups offering bookkeeping, tax, and CFO advisory. Larger and broader than Bayview but competes for the same healthcare/SaaS client dollars.
• BDO USA: Large national accounting and advisory firm with dedicated healthcare and technology practices offering bookkeeping, tax, and fractional CFO services. Represents the obvious upmarket competitor a Bayview client might migrate to as it scales.

Regional players

• Wiss & Company: Mid-sized regional CPA and advisory firm offering bookkeeping, tax, and CFO services to SMBs with cross-border capabilities. Comparable service mix with a comparable regional/multistate footprint to Bayview's South Florida base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bayview-advisory-group

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 bayview advisory group