Stable Rock Solutions

What Stable Rock Solutions does

Stable Rock Solutions is a privately held, founder-owned outsourced back-office platform that delivers integrated accounting, tax, CFO, HR, IT, insurance, and AI/automation services primarily to investment and asset managers (hedge funds, private equity, venture capital, family offices), small and mid-sized businesses, and high-net-worth individuals in the United States. The company operates through wholly-owned subsidiaries including Rosenberg Chesnov Advisors, Charles Grossman CPA, BMW Management CPA, True Compare PEO, mac-tech, and Patriotic Insurance Group, retaining acquired brands during integration. The underlying technology stack is described by the company as an "AI-powered back-office platform" combining senior-led service delivery with an integrated client portal (SSPortal), CPACharge payment processing, and Stripe-backed billing; the AI & Automation Services division (launched February 2026) offers process discovery, automation design, AI/ML integration, and governance for clients.

Revenue is generated primarily through subscription-style monthly retainers scoped to client needs, with project-based pricing available for one-time engagements such as AI implementation and M&A integrations. Go-to-market is sales-led and field-based, targeting enterprise investment managers, family offices, mid-market businesses, and high-net-worth individuals through direct outreach, partner referrals, and an active founder succession pipeline ("Partner With Us") that sources acquisitions from accounting firm founders. The company is privately funded by founders Boris Onefater and Greg Farrington with no disclosed external capital raise, has grown through six completed acquisitions between August 2023 and April 2026, and serves 500+ business clients plus 1,000+ individuals, with named enterprise logos including SeatGeek, Resy, Grailed, HealthSnap, and nonprofit media organizations such as Science Friday and This American Life.

The business has expanded from a 2015 founding focused on investment manager back-office support to a multi-service platform with offices in New York City (2 West 45th Street) and Westchester County (Elmsford), supported by a 60+ person team including credentialed CPAs, an attorney-led insurance division, and senior practitioners retained from acquired firms. Recent strategic emphasis is on cross-sell across the six service pillars and on positioning the AI & Automation offering as a differentiator versus traditional outsourced accounting competitors, though AI capabilities are currently positioned as service delivery rather than proprietary technology.

Name

Stable Rock Solutions

Legal name

Stable Rock Solutions LLC

Website

https://www.stablerock.com/

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Stable Rock Solutions is a US-based, founder-owned outsourced back-office platform providing integrated accounting, tax, CFO, HR, IT, insurance, and AI/automation services to investment managers, small and mid-sized businesses, and high-net-worth individuals, built through six acquisitions since 2023.

Ownership category

akta.pro rank

Product category

Business Process Outsourcing (Back-Office Services)

NAICS

Business Support Services (5614), Business Service Centers (56143), All Other Business Support Services (561499)

SIC

Services-Management Services (8741), Services-Facilities Support Management Services (8744), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Office Services & Supplies Management (Stationery, Inventory, Vendor Coordination) (IMAIALAH)

akta.pro secondary industries

Offshore Development Center (ODC) / Dedicated Team Services (BPAEAMAL), Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ)

Keywords

• Outsourced accounting services
• Business process outsourcing
• Tax advisory services
• Managed IT services
• HR PEO advisory

Headquarters

HQ city

West New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced Back-Office Services: Comprehensive accounting, finance, tax, HR, and IT outsourcing services delivered on an ongoing basis. Services are tailored to client needs and include dedicated teams, clear deliverables, and ongoing guidance.
2. Strategic CFO Support: Fractional CFO and strategic finance services providing senior-level financial guidance without the cost of a full-time executive.
3. AI & Automation Implementation: Implementation and ongoing support for AI and automation solutions, with measurable efficiency gains and sustainable operational improvements.
4. Insurance Services: Business and personal insurance products including general liability, commercial property, professional liability, D&O, workers' compensation, and personal lines. Revenue generated through insurance premiums and brokerage fees.
5. HR Services: Organizational design, workforce planning, HR infrastructure development, performance management, and employee engagement services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Stable Rock Solutions provides outsourced back-office services to investment and asset managers, small and mid-sized businesses, and high-net-worth individuals. Service lines include accounting and fractional CFO support, tax strategy and planning, HR and PEO advisory, managed IT, commercial and personal insurance brokerage, and AI-driven process automation, delivered as an integrated platform under a recurring engagement model.

Product overview

Stable Rock Solutions operates a unified back-office outsourcing platform that provides integrated services across multiple domains. The core platform offers accounting and CFO services, tax strategy and planning, HR and PEO advisory, information technology, insurance services, and AI-driven automation. This integrated approach allows Stable Rock to serve as a single destination for investment managers, early-stage and mid-sized businesses, portfolio companies, founders, and individuals seeking comprehensive financial and operational support. The platform has expanded through strategic acquisitions including Rosenberg Chesnov CPAs (accounting and advisory), Charles Grossman CPA (accounting and tax), mac-tech LLC (IT services), True Compare PEO (HR and PEO advisory), and BMW Management CPA (tax and high-net-worth services), all of which operate under the Stable Rock brand.

Differentiator

Problem solved

Functional benefit

Products and services

• Back-Office Outsourcing Platform

Quantifiable outcome

• Reduces manual, time-consuming work across finance, operations, and administrative functions
• +2 more outcomes

Named customers9 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability5 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and supporting.

• Patriotic Insurance Group Brokerage, LLCcoreStrategic or Co-development Partner · 9 April 2026Acquisition of veteran-owned, independent insurance brokerage with over 1,700 clients. Specializes in customized commercial and personal insurance solutions. Founder Rob Bowen continues leading the practice. Expands Stable Rock's Insurance Services Division significantly.
• BMW Management CPA, P.C.coreStrategic or Co-development Partner · 3 February 2026Acquisition of White Plains-based accounting firm founded by Ben Wetchler over 30 years ago. Expands Stable Rock's capabilities in tax advisory, estate planning, and specialized financial services for high-net-worth individuals. Ben Wetchler continues leading the practice while integrating into Stable Rock's platform.
• Insurance Carrier PartnerssupportingTechnology or Integration · 10 June 2025Strategic partnerships with top-rated insurance carriers enabling comprehensive coverage options and competitive pricing for business and personal insurance products.
• mac-tech, LLCcoreStrategic or Co-development Partner · 22 January 2025Acquisition of boutique technology consultant and managed service provider specializing in Microsoft and Apple product suites. Brings IT capabilities including Service Desk Support, Technology Strategy, Cyber Security, Data Management, and Networking. Enables Stable Rock to offer comprehensive IT services alongside accounting and HR.
• True Compare PEOcoreStrategic or Co-development Partner · 12 December 2024Acquisition of PEO brokerage dedicated to advising small and mid-size businesses on selecting the right Professional Employer Organization partner. Expands HR solutions including payroll, benefits, workers' compensation, and risk management advisory services.
• Charles Grossman CPAcoreStrategic or Co-development Partner · 8 February 2024Acquisition of Westchester-based accounting firm founded in 1988, serving individuals, families, and privately held companies in Westchester County and Hudson Valley. Expands accounting and financial service capabilities in the region.
• Rosenberg Chesnov CPAscoreStrategic or Co-development Partner · 22 August 2023Acquisition of full-service accounting and advisory firm established in 1975. Serves over 400 U.S. and international commercial businesses across technology, business services, retail, distribution, manufacturing sectors. Founded by Jody H. Chesnov.

Scale indicators5 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• 1800Accountant: Outsourced accounting, bookkeeping, tax, and business-filing services targeting small businesses nationwide — overlaps Stable Rock's SMB segment, although its delivery model is more call-center-driven than senior-led.
• Collective: Fractional CFO + bookkeeping platform built specifically for SMBs and founders; overlaps Stable Rock's primary segments (early-stage and mid-sized businesses) and bundles senior finance talent with technology tooling.
• Justworks: Tech-enabled PEO providing payroll, benefits, HR compliance, and risk management to SMBs — directly comparable to the PEO/HR advisory line Stable Rock built via the True Compare PEO acquisition.
• Pilot: Tech-enabled bookkeeping, tax, and fractional CFO services for startups and SMBs — the most direct comparison in target market, service mix, and senior-led, software-augmented delivery model that defines Stable Rock's core accounting and CFO offering.
• Insperity: Public PEO and HR services company serving SMB to mid-market with workforce management, benefits, and compliance; broader scale but functionally adjacent on the HR/PEO line of Stable Rock's integrated offering.
• Decimal: Outsourced accounting, tax, and fractional CFO services for SMBs with a similar 'senior-led, technology-enabled' positioning; directly comparable on back-office service breadth and customer profile.

Broad incumbents

• RSM US: Large U.S. accounting and consulting firm with dedicated outsourced finance and accounting services for middle-market companies; overlapping middle-market and investment-manager segments with Stable Rock.
• BDO USA: Top-tier global accounting and advisory firm with a sizable outsourced accounting and business services practice; competes with Stable Rock on enterprise advisory and investment-manager back-office, but as part of a much broader audit/tax/advisory portfolio.
• Marcum LLP: Top-15 U.S. accounting firm with strong presence in the Northeast and outsourced accounting/HR/technology services; geographic overlap with Stable Rock and overlap across multiple service lines including advisory and HR consulting.

Regional players

• Anchin: NY-headquartered accounting and advisory firm with outsourced accounting, tax, and CFO services for privately held and family-owned businesses — same Northeast geography, comparable service-line mix, but traditional firm model rather than platform play.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/stablerock

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

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

M&A5 records

Investments

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

Frequently asked questions about Stable Rock Solutions