Name

Carey & Co

Legal name

Carey & Co., LLC

Website

https://teamcarey.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Consulting Services: Carey & Co generates revenue through professional consulting engagements providing outsourced finance, accounting, HR, strategy, and executive leadership services to nonprofit organizations. Revenue is earned through hourly consulting fees, project-based engagements, and interim staffing placements. The firm employs a team of CFOs, controllers, accountants, and HR consultants who serve clients on a contract basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Carey & Co is a nonprofit consulting firm that provides outsourced finance, accounting, human resources, strategy, fundraising, and executive leadership services to mission-driven organizations. The firm delivers fractional and interim CFOs, controllers, HR consultants, and senior accountants on a contract basis, with specialty practices in Sage Intacct implementation and nonprofit financial management. Services are sold through project-based engagements, interim staffing placements, and ongoing advisory relationships tailored to nonprofit client needs.

Product overview

Carey & Co is a nonprofit consulting firm offering a comprehensive suite of advisory services rather than a software platform. The core offering consists of six integrated service lines: Finance & Accounting, Communications & Operations, Human Resources, Strategy, Fundraising, and Tech & Software. The Tech & Software service line includes Sage Intacct implementation as a key sub-service. The company also produces educational content including whitepapers and a podcast. Services are delivered through a team of experienced professionals including CFOs, Controllers, HR Consultants, and specialists who provide both project-based and ongoing advisory engagements for nonprofit organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Finance & Accounting Services Expert financial strategy, accounting support, and outsourced CFO services that help nonprofit leaders strengthen financial acumen, improve financial oversight, optimize organizational performance, and maintain compliance. Includes financial strategy and oversight, accounting and reporting, planning and budgeting, risk management, systems leadership, and interim staffing.
• Communications & Operations Nonprofit consulting services that optimize strategy, operations, and organizational resources to improve efficiency, strengthen collaboration, adapt to change, and achieve long-term mission success. Includes strategic development, executive leadership, operational efficiency, organizational restructuring, community and engagement strategy, event coordination, crisis management, and leader transition support.
• Human Resources Services HR services that strengthen employee engagement, improve organizational culture, and build high-performing teams that support operational excellence and long-term mission success. Includes HR solutions, performance management, needs assessment, HR systems and processes, talent strategy and leadership, onboarding/offboarding, compensation and benefits benchmarking, interim staffing, and team pulse mapping.
• Strategy Consulting Strategic and operational planning services that help organizations develop practical, results-driven roadmaps aligned with mission success. Includes board development and optimization, CEO coaching and counsel, and facilitation for executive teams and boards.
• Fundraising Consulting Nonprofit fundraising consulting that drives sustainable growth and donor engagement, helping secure resources the mission needs. Includes campaign planning and feasibility, campaign management and implementation, interim fundraising leadership, tailored outsourced capabilities, and strategy and planning.
• Tech & Software Services Nonprofit technology solutions including technology audits and cybersecurity assessments, software assessment and support, Sage Intacct deployment and optimization, and FP&A, budgeting and planning tools.
• Sage Intacct Services Deployment and optimization of Sage Intacct for nonprofit financial clarity and automation, including Grant and Donation Management, Fund Accounting, AP Automation, and Multi-entity Operations.

Quantifiable outcome

• Identified and resolved $5.5 million budget deficit for nonprofit client through financial review and department-by-department analysis
• +1 more outcomes

Named customers17 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Sage IntacctcoreTechnology or IntegrationSage Intacct is a preferred financial technology partner providing cloud-based accounting and financial management solutions. Carey & Co offers Sage Intacct implementation and optimization services for nonprofit clients, including grant and donation management, fund accounting, AP automation, and multientity operations.
• BDOminorImplementation/ SI/ Consulting PartnerIndependent audit firm with nonprofit expertise providing external audit services. BDO is listed as a partner in Carey & Co's ecosystem of independent auditors with nonprofit expertise.
• Grant ThorntonminorImplementation/ SI/ Consulting PartnerIndependent audit firm with nonprofit audit expertise. Listed as a partner in Carey & Co's network of independent auditors serving nonprofit clients.
• Baker TillyminorImplementation/ SI/ Consulting PartnerIndependent audit firm with nonprofit sector experience. Partnered with Carey & Co as part of the ecosystem of independent auditors serving nonprofit clients.
• EisnerAmperminorImplementation/ SI/ Consulting PartnerAccounting firm providing audit and advisory services to nonprofit organizations. Listed as a partner in Carey & Co's network of independent auditors.
• NYSSCPAminorStrategic or Co-development PartnerNew York State Society of Certified Public Accountants. Professional association where Carey & Co's Founder & CEO Travis Carey serves as Chairman of the NYSSCPA Not-for-Profit Organizations Committee and past Chairman of the Tax Exempt Organizations Committee.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• CliftonLarsonAllen (CLA): Large national accounting and advisory firm with a deep dedicated nonprofit practice providing outsourced CFO, audit, tax, and technology services to 501(c)(3) organizations. Most direct competitor to Carey & Co's outsourced nonprofit finance model, with broader geographic reach and significantly larger bench.
• Baker Tilly: Top-12 accounting and advisory firm with a substantial nonprofit industry group offering audit, tax, and consulting services. Carey & Co already partners with Baker Tilly as an external auditor in its ecosystem, but Baker Tilly also competes directly for nonprofit consulting engagements.
• BDO USA: Global accounting and advisory firm with a dedicated Nonprofit & Grant-Funded Industries practice providing assurance, tax, and advisory services. Listed as an audit partner in Carey & Co's network but also competes for fractional CFO and advisory engagements with mid-to-large nonprofits.
• Plante Moran: Large national CPA and consulting firm with a well-developed nonprofit practice offering audit, outsourced CFO, technology, and advisory services to mission-driven organizations. Comparable fractional executive and consulting offerings, with greater geographic diversification.
• Grant Thornton: Major accounting and advisory firm with a significant nonprofit industry practice providing audit, tax, and consulting services. Listed as an audit partner in Carey & Co's ecosystem and competes for the same nonprofit clients in NYC and nationally.
• EisnerAmper: NYC-headquartered accounting and advisory firm with a substantial Nonprofit Services Group offering audit, tax, outsourced accounting, and advisory services. Particularly comparable given shared NYC focus and overlapping nonprofit client base.
• PKF O'Connor Davies: Mid-size accounting and advisory firm with a strong nonprofit practice headquartered in the NYC metro area, providing audit, outsourced CFO, tax, and advisory services to 501(c)(3) organizations. Geographic and service overlap makes it a direct competitor in the NYC nonprofit market.
• Marcum LLP: Top-15 U.S. accounting firm with a dedicated nonprofit practice offering audit, tax, advisory, and outsourced finance services. Comparable mid-market positioning and nonprofit specialty, with greater geographic footprint.
• WithumSmith+Brown: Top-30 U.S. accounting and advisory firm with a strong Not-for-Profit practice providing audit, outsourced accounting, and advisory services. Comparable fractional CFO/Controller model targeting mid-sized nonprofits, especially in the Northeast.

Emerging players

• La Piana Consulting: Boutique national nonprofit strategy and organizational development consulting firm offering executive transition, strategic planning, and board development services — directly comparable to Carey & Co's strategy and executive leadership service lines, though smaller in scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/TeamCarey2013
• LinkedInlinkedin.com/company/teamcareyco

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Funding overview

Funding rounds1 record

Investors1 record

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

M&A2 records

Investments

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

Frequently asked questions about Carey & Co