Funding
Funding not disclosed
Founders
Product
Problem
CPA and accounting firms face an operational ceiling as manual, repetitive tasks limit their ability to scale advisory services and acquire new clients, while preserving their brand, client relationships, and local reputation.
Solution
United Accountants offers a shared operating system for CPA firms that combines engineering support, automation layers, and scalable infrastructure. The platform automates routine production work, freeing accountants to focus on higher‑value advisory, judgment, and planning. Firms retain full ownership of their brand, team, and client relationships while gaining access to upfront cash and equity participation to fund growth. By providing a modern technology stack and operational capacity, the solution enables firms to expand advisory capacity, serve more clients, and accelerate customer acquisition without sacrificing local trust.
Target Audience
Primary customers are mid‑size CPA and accounting firms seeking to scale advisory services while maintaining their brand, client relationships, and local market presence.
Features
- Integrated automation engine that handles repetitive bookkeeping, tax compliance, and reporting tasks
- Engineering team support for custom workflow development and AI‑driven process optimization
- Scalable cloud‑based infrastructure that can be provisioned as the firm grows
- Advisory capacity expansion tools, including data analytics and client insight dashboards
- Financial partnership model offering upfront cash infusion and equity participation while preserving firm control
- Seamless integration with existing practice management and accounting software