Ohio CPAs People-first since 2007
CPAs who manage your taxes, close the books fast, see what's ahead, and pick up the phone.
Your CPA should do more than file your return. Year-round tax planning, accounting, audit, and advisory for the most ambitious businesses in Ohio.
Who we work with
Sound familiar?
“Your CPA files your return, and that’s it.”
Or this?
“You picked a big name. Now you’re a small account.”
Big-firm resources. Without becoming a big firm.
The HDGP difference
We know your numbers, and the story behind them.
Any firm can hand you a statement. We tell you what it means and what to do next. Hover a line to see how we read it.
Profit & Loss
A growing home healthcare company, FY 2026
| Line | Amount | Change | Advisor note |
|---|---|---|---|
| Revenue | 4,820,000 | +22% | Two new service lines launched in Q2. The next one is already in the forecast. |
| Payroll | (2,310,000) | +12% | You hired two nurses in March. Revenue per caregiver still went up, so they paid for themselves. |
| Software & subscriptions | (96,400) | +104% | Three tools doing the same job. We found $14k to cut. |
| Other operating expenses | (1,927,600) | +6% | |
| Net income | 486,000 | +31% | Best year yet. Now we plan taxes in October, not April. |
What we do
One team for every number that moves your business.
01
HD FinOps
Your finance department, without building one.
HD FinOps is HD Growth Partners' outsourced finance department: bookkeeping, monthly financial reporting, payroll, and fractional CFO leadership for ambitious, owner-led businesses. You get organized, accurate numbers and executive-level financial guidance without the cost of hiring a full in-house team.
- Virtual accounting department
- Fractional CFO
- Payroll
- Multi-entity reporting
02
HD Tax
Planned all year, not just filed in April.
HD Growth Partners provides business and individual tax planning, preparation, and advisory for ambitious, owner-led businesses, their owners, and executives. We handle federal, state, and local compliance, including multi-state, and build year-round strategies around entity structure, growth, transactions, and ownership transitions.
- Business tax
- Individual planning
- Multi-state
- Entity strategy
03
HD Attest
Numbers your lenders and board can trust.
HD Growth Partners provides audits, reviews, and compilations of financial statements through HD Davis CPAs, LLC, our licensed, independent CPA firm. Businesses and nonprofits of all sizes use these services when lenders, investors, boards, or grantors need independent assurance on their numbers.
- Audit
- Review
- Compilation
- Agreed-upon procedures
04
Strategic Advisory
For the decisions that change the trajectory.
HD Growth Partners’ Strategic Advisory helps owners and leadership teams plan growth, prepare for a sale, acquisition, or investment, and pass their business on well. Services include strategic planning, M&A transaction readiness, succession planning, financial modeling and forecasting, and business coaching.
- Modeling & forecasting
- M&A readiness
- Succession planning
- Business coaching
Payroll · powered by White Glove
White Glove Payroll
Your own payroll concierge, the same person every call.
Industry specialists in nonprofits, membership organizations, home healthcare, restaurants, franchises, manufacturing, construction.
Recognition
Recognized as a Best Place to Work every year since 2021.
Happy people become great problem solvers. The industry keeps noticing.
- 012021 to 2025
Best Firms to Work For
Accounting Today
- 022022
No. 1 Best Firm for Women
Accounting Today
- 032022 & 2024
Best Employers in Ohio
Crain's
- 042026
Practice Excellence Award
Karbon
- 052025
Best Firms for Young Accountants
Accounting Today
- 062025
IPA 500
Inside Public Accounting
- ✦Tim Petrey, CEO: Forbes Best-in-State CPA, 2025 & 2026
- ✦Megan Roberts, COO: Top 50 Women in Accounting, 2026
- ✦Crain's Cleveland Notable Leaders, 2026
In their words
What clients say about working with us.
From the Failing Forward Podcast
“This is better than when I had my best full-time CFO. It’s even a better quality of service.”
From client reviews
Always ready to meet with me and explain what is going on and how to save.
The staff was efficient and helpful. My accountant answered all my questions in a timely and reassuring manner.
Everyone was very professional, knowledgeable, empathetic, with good communication.
Prompt, clear, friendly, and consistent.
Client focused, great follow through.
Switching to HDGP
Switching is our job.
- 1
We get your files
We get your prior files from your current CPA, so you don’t have to.
- 2
We set up your portal
We set up your secure client portal for you.
- 3
You get one person to call
One person to call, who knows your business.
We work in the software you already use, from QuickBooks Online and Xero to Acumatica, Foundation, Microsoft Dynamics NAV, and industry-specific ERPs.
Why we pick up
We’re business owners too.
Our founders have built and run businesses of their own, so we know what it’s like to need an answer and not get one.
That’s why we plan the year with you, with scheduled check-ins built into every engagement, so you’re never left waiting until something goes wrong. And when you need us in between, we pick up the phone.
Technology and AI
We keep up with AI so you don’t have to.
AI moves fast, and keeping up shouldn’t be another job on your plate. We evaluate the platforms, choose the secure ones, and make sure the data going in is clean and complete.
You get the benefits of AI without the risk of an unsafe tool, bad data, or decisions made on the wrong information.
Video results
HD FinOps clients get their results on video, with strategic commentary, not just a report in their inbox.
Karbon Practice Excellence Award
Recognized in 2026 for how we run the practice.
A secure client portal
One secure place to share documents with your team.
Who we work with
We know businesses like yours.
Nonprofits
Fund accounting, audits, budgets, and board-ready reports.
Learn more →Membership organizations
Dues, events, budgets, and board reporting for chambers and associations.
Learn more →Home healthcare
Medicaid cost reports, caregiver payroll, and cash flow.
Learn more →Multi-unit restaurants
Food and labor costs, tips, payroll, and reporting by location.
Learn more →Fast-casual franchises
POS-linked books, corporate reporting, and multi-unit growth.
Learn more →Manufacturing
Job costing, inventory, margins, and growth planning.
Learn more →Construction
Job costing, WIP schedules, surety reporting, and cash flow.
Learn more →Don’t see yours?
We work with ambitious, owner-led businesses in every industry.
Tell us about yours →Our story
From four people in Youngstown to 90+ today.
Firms that join keep their people and their relationships, and gain the systems, specialists, and scale of a much larger firm.
15 acquisitions: see the firms that built HDGP →Year
2026
People
490+
- 2007YoungstownWhere it started
- 2013NewburyNewbury office opens
- 2023WarrenSforza & Walker joins
- 2025ClevelandOnpointe Advisors joins
- 2025MilfordGreater Cincinnati
- 2025BardstownOnpointe Advisors office
Five offices. One team.
Youngstown, OHHQ
4308 Belmont Ave., Suite 1
Youngstown, OH 44505
330-759-8522Cleveland, OH
20600 Chagrin Blvd., #701
Cleveland, OH 44122
216-561-9200Newbury, OH
12373 Kinsman Rd., #103
Newbury, OH 44065
440-543-4618Milford, OH
5903 Wolfpen Pleasant Hill Rd.
Milford, OH 45150
513-576-6770Bardstown, KY
809 Morton Ave., #200
Bardstown, KY 40004
502-348-0276
Our core values
Not your father's bean counters.
Serious about your numbers. Not so serious about ourselves.
Belong
In our firm, everyone matters. We keep caring at the core of our culture.
Dream
We dream with courage, but most importantly, we make it happen.
Impact
We take care of each other, go above and beyond for our clients, and support our community.
Fun
We don’t take ourselves too seriously around here. What’s the point of work if you can’t play too?
Balance
We believe everyone should be able to design their best work/life blend for optimal joy and meaning.
Learn
We grow together when we show up with curiosity, experiment our way forward, and fail fast.
Ready for a change?