KepnerCPA Company Profile

Background

Overview

KepnerCPA is a Dallas-based accounting firm specializing in cloud accounting, financial consulting, and strategic advisory services. Founded in 1987, the firm has built a reputation for integrating technology with accounting practices to deliver actionable insights that drive business growth. Their mission is to provide business clients with management information based on high-quality accounting that they can act on to help them grow in revenues and profits, using technology, best practices, and proven growth strategies while paying the lowest possible taxes and building wealth to meet their personal goals.

Mission and Vision

KepnerCPA's mission is to empower businesses by delivering precise and timely financial information, enabling informed decision-making and sustainable growth. Their vision is to be the leading provider of innovative accounting solutions that seamlessly integrate with clients' business strategies, fostering long-term success.

Primary Area of Focus

The firm's primary focus is on cloud accounting, offering real-time financial data accessible from anywhere, thereby enhancing operational efficiency and strategic planning for businesses.

Industry Significance

In 2025, KepnerCPA was recognized as the Community Champion at the Xero Partner Awards United States, highlighting their commitment to community engagement and client education.

Key Strategic Focus

Core Objectives

Client Empowerment: Providing clients with the tools and knowledge to make informed financial decisions.

Technological Integration: Leveraging cloud accounting solutions to streamline financial processes.

Community Engagement: Actively participating in community initiatives to foster relationships and support local causes.

Specific Areas of Specialization

Cloud Accounting: Utilizing Xero Accounting Software to offer scalable and efficient financial management solutions.

Financial Consulting: Providing strategic advice to enhance financial performance and business growth.

Exit Strategy Consultation: Assisting business owners in planning and executing successful business transitions.

Fractional CFO Services: Offering part-time CFO services to businesses requiring executive financial oversight without the full-time commitment.

Tax Services: Delivering comprehensive corporate and personal tax planning and preparation.

Small Business Accounting: Tailored accounting solutions to meet the unique needs of small businesses.

Key Technologies Utilized

Xero Accounting Software: A cloud-based platform that provides real-time financial data and collaboration tools.

KepnerCPA/Client Collaboration Tools: Proprietary tools designed to enhance communication and document sharing between the firm and clients.

Primary Markets Targeted

KepnerCPA primarily serves small to medium-sized businesses in North Texas, offering localized expertise with a global reach.

Financials and Funding

Funding History

As a privately held firm, KepnerCPA has not publicly disclosed detailed funding history or financials.

Recent Funding Rounds

No recent funding rounds have been publicly reported.

Notable Investors

Information regarding specific investors is not publicly available.

Utilization of Capital

The firm focuses on reinvesting in technology and talent to enhance service offerings and expand its client base.

Pipeline Development

Key Pipeline Candidates

KepnerCPA continually develops its service offerings, focusing on integrating advanced technologies and expanding advisory services to meet evolving client needs.

Stages of Development

The firm is in the process of enhancing its cloud accounting capabilities and expanding its advisory services.

Target Conditions

KepnerCPA aims to address the financial management challenges faced by small to medium-sized businesses, including cash flow management, tax planning, and strategic growth.

Anticipated Milestones

Service Expansion: Introduction of new advisory services in the coming year.

Technological Upgrades: Implementation of advanced analytics tools to provide deeper financial insights.

Technological Platform and Innovation

Proprietary Technologies

KepnerCPA/Client Collaboration Tools: Custom-built tools that facilitate seamless communication and document sharing between the firm and clients.

Significant Scientific Methods

MindSmarts Program: A brain-based training program developed in collaboration with the Center for BrainHealth at the University of Texas at Dallas, designed to enhance strategic thinking and decision-making for business owners.

Leadership Team

Gerald “Kep” G. Kepner, Jr. CPA

Position: Managing Partner / CPA and Certified Exit Planning Advisor (CEPA)

Professional Background: Founder of KepnerCPA with a background in sales and marketing from IBM and other computer companies. Holds an accounting degree from the University of Kansas and an MBA in finance from the University of California – Berkeley.

Abby Miller

Position: Partner

Peter Kepner

Position: Partner

Sandra R.

Position: Partner

Gilberte Kepner

Position: Partner

Competitor Profile

Market Insights and Dynamics

The accounting industry, particularly in cloud-based solutions, is experiencing significant growth as businesses seek more efficient and accessible financial management tools. The demand for integrated advisory services is also on the rise, with companies looking for comprehensive solutions that combine accounting with strategic business advice.

Competitor Analysis

Wescon Controls: Specializes in machinery and has a revenue of $41.7M with 118 employees.

Continental Diamond Tool Corporation: Focuses on machinery with a revenue of $39.5M and 112 employees.

MP Equipment: Engages in machinery with a revenue of $45.9M and 130 employees.

HAIMER USA: Specializes in machinery with a revenue of $17.5M and 55 employees.

Strategic Collaborations and Partnerships

KepnerCPA has established partnerships with Xero, a leading cloud accounting software provider, to offer clients advanced financial management tools. Additionally, the firm collaborates with the Center for BrainHealth at the University of Texas at Dallas to provide the MindSmarts program, enhancing strategic thinking and decision-making for business owners.

Operational Insights

KepnerCPA differentiates itself through its integration of technology and personalized advisory services, offering clients a comprehensive approach to financial management that extends beyond traditional accounting. The firm's commitment to community engagement further strengthens its market position and client relationships.

Strategic Opportunities and Future Directions

The firm plans to expand its service offerings by introducing new advisory services and implementing advanced analytics tools to provide deeper financial insights. Additionally, KepnerCPA aims to enhance its technological capabilities to stay ahead in the evolving accounting landscape.