UHY LLP

What UHY LLP does

UHY LLP is a top-30 U.S. accounting firm and the licensed independent CPA entity within an alternative practice structure that also includes UHY Advisors, Inc. (tax and consulting) and membership in the UHY International network of 310+ business centers across nearly 100 countries. Tracing its roots to 1964 (Urbach Kahn & Werlin) and taking its modern form in 2003, UHY delivers professional services through four core practice areas — Audit & Assurance, Tax, Advisory, and Consulting — plus specialized healthcare and not-for-profit services. The firm employs 2,000+ professionals across 40+ U.S. offices spanning the Northeast, Mid-Atlantic, Southeast, Midwest, Great Lakes, and Southwest.

UHY's core products span financial statement audits, SOC and employee benefit plan audits, federal/state/international tax compliance and specialty areas (R&D credits, cost segregation, transfer pricing), ESG and forensic accounting, IPO readiness and SEC/PCAOB services, transaction advisory and valuation, internal audit, government auditing, cybersecurity, change management (delivered through UHY Change Academy and the CCMP Accelerator certification program), operational excellence, technology innovation, and outsourced client accounting services. Notable technical components are primarily delivered through partner platforms — BlackLine for finance automation, Prophix for corporate performance management, Lumenore for analytics, Trintech for AI-driven financial close, and Plex by Rockwell Automation for smart manufacturing — combined with UHY's integration and change-management expertise.

The firm operates a customized, quote-based professional services pricing model with multi-year engagements, serving primarily middle-market companies with secondary exposure to public/Fortune 500 clients requiring SEC/PCAOB audits. Distribution is relationship-led: partners, managing directors, and regional offices (with regional managing directors in the Northeast, Mid-Atlantic, Great Lakes, and Midwest) drive client acquisition and cross-sell, supplemented by thought-leadership content, webinars, and industry conferences. FY24 net revenue was $385.5 million (Inside Public Accounting), and the firm has pursued aggressive acquisition-led growth since 2016, catalyzed by a late-2024 private equity investment from Summit Partners and ongoing M&A activity into 2026.

Name

UHY LLP

Legal name

UHY LLP

Website

https://uhy-us.com

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

UHY LLP is a top-30 U.S. accounting firm providing audit, tax, advisory, and consulting services to middle-market companies across eight-plus industries, with 2,000+ professionals in 40+ U.S. offices and global reach via the UHY International network.

Ownership category

akta.pro rank

Product category

Accounting and Professional Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Professional accounting services
• Audit and assurance
• Tax advisory services
• Management consulting
• Middle market advisory

Headquarters

HQ city

Albany

HQ country

United States

HQ region

North America

Offices24 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Audit & Assurance Services: Provides audit, review, and compilation services; SOC reports; employee benefit plan audits; and public company audits. Services include financial statement audits, SEC/PCAOB matters, and compliance auditing.
2. Tax Services: Comprehensive tax compliance, planning, and advisory services including federal tax, state and local taxation, international tax, private client services, R&D tax credits, cost segregation, and transfer pricing.
3. Advisory Services: Client accounting services, ESG solutions, forensic accounting, IPO readiness and SEC services, transaction services, valuation advisory, internal audit, technology risk and compliance, cybersecurity, and government internal audit.
4. Consulting Services: Change management, operational excellence, technology innovation, accounting and finance optimization, resource solutions, and business strategy including M&A integration, organizational design, strategy development, and turnaround services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

UHY LLP is a top-30 U.S. accounting firm providing audit and assurance, tax compliance and advisory, advisory (including forensic accounting, IPO readiness, ESG, transaction services, and cybersecurity), and management consulting (change management, operational excellence, technology innovation, and business strategy) services. The firm targets middle-market companies and Fortune 500 enterprises through 40+ U.S. offices with industry-specific practices spanning manufacturing, construction, technology, government, healthcare, financial services, and more. Revenue is generated through customized professional services engagements delivered by 2,000+ professionals as part of the UHY International global network.

Product overview

UHY LLP is a top-30 U.S. accounting firm offering professional services through four core practice areas: Audit & Assurance, Tax, Advisory, and Consulting, plus specialized Healthcare Services. The Audit & Assurance practice provides financial statement audits, employee benefit plan audits, and SOC reports. The Tax practice covers federal, state/local, international, and specialty areas including R&D tax credits and private client services. Advisory services span ESG solutions, forensic accounting, IPO readiness, transaction services, and cybersecurity. Consulting includes change management (through UHY Change Academy and its CCMP Accelerator certification program), operational excellence, technology innovation, and business strategy. The firm also delivers Client Accounting Services (CAS) supported by software solutions and partnerships with platforms like BlackLine, Lumenore, and Prophix. UHY operates as part of the UHY International network spanning approximately 100 countries.

Differentiator

Problem solved

Functional benefit

Brands

• UHY Cares: Charitable giving activities conducted through an independent nonprofit 501(c)(3) organization inspired and driven by employees
• UHY Change Academy
• UHY Consulting

Products and services

• Audit & Assurance Audit and assurance services including financial statement audits, employee benefit plan audits, and SOC reports (including SOC for Supply Chain) for public and private companies. Covers financial statement audits, SEC/PCAOB matters, and compliance auditing.
• Tax
• Advisory Advisory services spanning ESG solutions, forensic accounting and expert witness, international business (including transfer pricing), IPO readiness and SEC services, transaction services (corporate finance, transactions, valuation), ARPA funding, internal audit, government internal audit, technology risk and compliance, and cybersecurity.
• Consulting Management and operational consulting including change management (with UHY Change Academy and CCMP Accelerator), operational excellence, technology innovation, accounting and finance optimization, resource solutions, The Tech Collection, and business and strategy (M&A integration, organizational design, strategy development, turnaround and profit enhancement).
• Additional Healthcare Services Specialized healthcare industry consulting covering community outreach and growth strategy, management, new business development, patient satisfaction, performance improvement, and physician relationships and joint venture opportunities.
• UHY Change Academy / CCMP Accelerator Training and development arm of UHY Consulting providing change management certification programs. CCMP Accelerator is a 3.5-day live virtual course preparing professionals for the Certified Change Management Professional (CCMP) exam, satisfying ACMP's full 21-hour training requirement.
• Technology Innovation / The Tech Collection UHY Consulting's technology practice providing digital strategy, technology sourcing, technology automation, digital transformation, and AI & machine learning advisory services. Includes The Tech Collection covering data governance, technology sourcing, and technology implementation.
• Business & Strategy Strategic consulting services including M&A integration, organizational design, strategy development, and turnaround and profit enhancement to help organizations define and execute strategic goals.
• Client Accounting Services / Software Solutions Client accounting services (CAS) providing outsourced accounting functions, supported by software solutions and partnerships with platforms including BlackLine, Lumenore, and Prophix for finance automation and business intelligence.

Quantifiable outcome

• Grew Long Island office from 14 to 60 professionals within three years amid pandemic
• +3 more outcomes

Named customers7 records

Segments9 records

Ideal customer profiles10 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature2 records

Partnerships

Five partnerships are on record, tiered core and minor.

• TrintechcoreTechnology or Integration · 13 April 2026Strategic partnership between UHY in Farmington Hills and Trintech, a Plano, Texas-based provider of cloud-based AI-driven financial software. The collaboration aims to deliver an AI-driven platform that streamlines financial close processes, automates account reconciliation, and enhances compliance for finance organizations. Both companies combine their capabilities—Trintech's AI platform with UHY's advisory and implementation expertise—to help clients reduce manual effort and improve operational scalability.
• André, Graça & AssociadosminorStrategic or Co-development Partner · 20 March 2026Lisbon-based André, Graça & Associados joined UHY International as a full member firm. The practice, established in 2009 and led by managing partner Paulo Gil André alongside partners Vania Graça and Tiago Dias, advises organizations across hospitality, manufacturing, property, retail, software and technology sectors. The admission is part of UHY's strategy to deepen its presence in high-growth economic centres, with the firm already collaborating with member practices in Spain, Brazil and the UK on cross-border assignments.
• Plex by Rockwell AutomationcoreTechnology or Integration · 5 August 2025UHY announced a partnership with Plex by Rockwell Automation, designating UHY as a system integrator to scope, implement, and support Plex smart manufacturing solutions for mid-market and enterprise clients. The collaboration is aimed at delivering digital transformation, enhanced visibility, quality, and control to manufacturing stakeholders. Rockwell Automation provides its smart manufacturing platform alongside UHY's expertise in ERP, business intelligence, and financial transformation.
• ProphixcoreTechnology or Integration · 28 January 2025UHY entered into an agreement with corporate performance management software provider Prophix to become an official partner within the Prophix network. The strategic partnership enhances UHY's Office of the CFO services, providing clients with corporate performance management solutions.
• BlackLinecoreTechnology or Integration · 1 January 2024UHY was awarded BlackLine's 2024 Customer Success Partner of the Year. The firm has a dedicated BlackLine delivery and implementation team that has designed and implemented BlackLine accounting automation platforms for hundreds of Fortune 1000 companies. UHY promotes BlackLine solutions as part of its finance automation offerings.

Scale indicators7 records

Recent moves10 records

Expansion highlights9 records

Direct peers

• Wipfli LLP: Wipfli is a top-20 U.S. accounting and advisory firm with comparable middle-market focus, technology practice, and acquisition-driven growth strategy. It is a direct peer in serving mid-sized companies with audit, tax, advisory, and outsourced accounting services.
• Marcum LLP: Marcum LLP is a top-15 U.S. accounting firm with strong middle-market and SEC practice overlap. It is a direct competitor for mid-sized company audit, tax, and advisory engagements and shares UHY's industry-vertical go-to-market approach.
• Plante Moran: Plante Moran is a top-15 U.S. accounting firm with strong mid-market concentration in manufacturing, construction, and dealerships — verticals UHY also serves. It is widely cited as a high-quality peer benchmark for middle-market-focused accounting firms.
• RSM US: RSM US is the leading direct peer of UHY LLP — a top-5 U.S. accounting firm focused exclusively on the middle market, with similar industry specialization (manufacturing, private equity, technology) and a comparable four-pillar service model (audit, tax, consulting, advisory).
• Baker Tilly US: Baker Tilly is a top-15 U.S. accounting and advisory firm with comparable mid-market focus, advisory depth, and industry specialization. It has a similar acquisition-driven growth strategy and competes for the same middle-market client base as UHY.
• BDO USA: BDO USA is one of the largest direct peers of UHY LLP — a top-10 U.S. accounting firm serving middle-market and large private companies with audit, tax, and advisory services. It competes head-to-head with UHY for SEC audits, middle-market engagements, and advisory mandates.
• Crowe LLP: Crowe LLP is a top-10 U.S. public accounting firm with comparable middle-market and SEC audit capabilities. Its industry focus on financial services, manufacturing, and construction directly overlaps with UHY's practice areas.
• Grant Thornton US: Grant Thornton US is a top-6 U.S. accounting firm with strong middle-market focus and similar service offerings in audit, tax, and advisory. It competes directly with UHY for mid-sized company engagements and SEC-registered company audits.
• Forvis (formerly BKD/Dixon Hughes Goodman): Forvis is a top-10 U.S. accounting firm formed from the 2023 merger of BKD and Dixon Hughes Goodman. It directly competes with UHY in middle-market audit, tax, and advisory services with comparable industry depth in healthcare, manufacturing, and financial services.
• CLA (CliftonLarsonAllen): CLA is a top-10 U.S. accounting firm serving middle-market private and public companies. Its advisory, audit, and tax offerings closely mirror UHY's four-pillar model, and it competes for similar middle-market clients in healthcare, manufacturing, and agribusiness.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/uhy_us
• Facebookfacebook.com/uhyllp
• LinkedInlinkedin.com/company/uhy-llp
• Instagraminstagram.com/uhyllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds5 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A15 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about UHY LLP