The CPA Firm for SMB Investors & Builders

Are you planning to acquire a business for the first time or an entrepreneur scaling through M&A? We help acquirers of $1M - $20M businesses with:

  • Quality of Earnings & Tax Structuring

  • Bookkeeping, Tax, and CFO services

  • Quality Reporting and Advice

What our customers say

Joe Foster

Chester Companies

Mark was massively helpful in conducting a QoE as part of my due diligence on a home services deal. He uncovered a few critical discrepancies that helped mitigate my risk, and also just gave a lot of peace of mind. Signing a PG is nerve-wracking, and his process really made that easier for me. Thanks Mark!

3x

Acquisitions with builder cpa

Juan Carlos Mastellari

CEO, Northview Holdings

Mark and the Builders CPA team are not only AAA professionals, but AAA individuals. Mark s style and demeanor during the due diligence interviews with sellers has added tons of value for the trustworthiness that he creates during conversations.

We will continue to work with Mark in the future and we are even using him for other international engagements.

3x

Acquisitions with builder cpa

Erik Fike

COO, Level 4 Ventures

Easy to work with, responsive, and added value on our Net Working Capital Analysis to save a ton on taxes.We're now working with them for ongoing financial and tax support as we grow the business.

3x

Acquisitions with builder cpa

Trusted by M&A entrepreneurs around the country

"Builders.CPA helped mitigate risk and gave a ton of peace of mind during the process”

How Builders CPA Helps You Through The M&A Lifecycle

Quality of Earnings

Confirm the financial performance of your target, and learn your risks and opportunities early on.

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Tax Structuring

We regularly save clients thousands a year with our M&A structuring analysis.

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Packaged Monthly Services

Work with one partner on bookkeeping, tax, and CFO services to grow your acquisition once your deal is closed!

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Your M&A PArtner

Get a clear picture of the truth

SMB deals can move fast. We help you gain clarity and confidence in your deal with our forensic financial analysis.

Ongoing Financial Support

Understand what to track

Work with Builders CPA to develop the strategy that helps you reaches your goals. Whether that’s growing to $100M revenue, selling in 5 years, or getting your hours to 10 hours a week, we help you build the plan.

Robust Diligence

Leave no stone unturned in your SMB acquisition.

Clear Strategic Planning

We help you define your goals and measure success.

Strong Financial Reporting

Get timely, accurate financials that keep you informed on what matters.

Pay Less Tax

Taxes are a SMB’s biggest expense. We help you minimize it in a meaningful way.

Less overhead. More Profit

Our full stack service is a fraction of the cost of a full time accounting staff.

WE MAKE IT SIMPLE.

Our Simple Process

1
Book a Strategy Call with a CPA

Chat with an experienced CPA to understand your needs.

2
Implement our Financial reporting system into your SMB in 4 weeks

Get your data in the cloud, where you need it when you need it. We structure your systems for evergreen insights.

3
Unlock cash flow, insights, and peace of mind

Watch your financial situation become clearer than ever.

READY TO GET STARTED?

Book A Free Acquisition Strategy Call Today

Secure Your Free Consultation with an Experienced CPA

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Read Our Latest Blogs

April 7, 2021

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Leveraging feedback on insights best

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April 7, 2021

9 min read

Leveraging feedback on insights best

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April 7, 2021

9 min read

Leveraging feedback on insights best

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Have any questions?

Frequently Asked Questions

How is Builders CPA different from other CPA firms?
How long should I expect a QoE to take?
When should I reach out to get a quote for a QoE?
What is the difference between tax prep and tax planning?