CPA Business Advisors
“Can a local CPA firm in Melbourne, Florida retain small business clients by combining traditional tax/accounting services with modern digital tools like QuickBooks Online and Melio?”
HQMelbourne, Florida, USA
IndustryVertical SaaS / Accounting
The story
CPA Business Advisors is a small CPA and business advisory firm based in Melbourne, Florida, offering accounting, tax preparation, bookkeeping, business advisory, and payroll services to local clients. The firm uses CountingWorks, Inc. as its underlying technology platform and has adopted Melio for bill pay/AP workflows. The firm's embedded finance footprint is minimal and consistent with a small professional services practice rather than a fintech or SaaS company.
Last 12 months
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Product timeline
2022
Terms of Service effective February 7, 2022 referencing CountingWorks, Inc. as technology platform for secure service delivery.· pivot
The stack
Accounting
Accounting gap: minor