What Abbott, Stringham and Lynch does

Abbott, Stringham & Lynch (ASL) is a privately held, full-service CPA firm founded in 1977 and headquartered in Campbell, California. The firm employs 112 people across 20 states plus Puerto Rico, including an 18-member partner group with 50% women partners. ASL serves emerging and middle-market privately held businesses and high-net-worth individuals, with documented vertical specializations in technology, construction, real estate, manufacturing and distribution, international, nonprofit, and renewable energy. Revenue is not publicly disclosed, and pricing is quote-based on custom engagement scope with multi-year contract billing.

ASL delivers services through four interlocking practice areas: Tax & Advisory (business and individual tax, R&D credits, estates and trusts); Assurance & Advisory (financial statement audits, reviews, compilations, and employee benefit plan audits under AICPA EBP Audit Quality Center membership); Business Advisory (M&A, succession planning, litigation support, corporate governance, internal controls, and start-up advising); and Valuation Services (409A stock options, ESOPs, estate and gift valuations). In May 2026, ASL acquired ArightCo, a San Jose-based outsourced finance and accounting firm founded in 2008, which now operates as a wholly owned subsidiary offering transactional bookkeeping through CFO advisory.

The firm's go-to-market is sales-led and relationship-driven, with no resellers or external distribution partners. Distribution reach for international engagements is augmented through membership in Allinial Global, a network of 250+ member firms across 100+ countries. The firm pursues a thought-leadership marketing approach via an insights blog, email newsletter, SEO, and active participation in AICPA, CalCPA, and industry communities. ASL consistently ranks in the top 30 of the San Jose Business Journal Book of Lists and has been recognized by the Accounting MOVE Project (2024, 2025) for equity leadership and as a 2026 Bay Area Best Place to Work. The core technology stack comprises standard professional services platforms (Suralink for secure file sharing, Heartland Payment Services for online payments, SafeSend Returns and Tax Caddy for tax preparation); no proprietary software or AI/ML products are offered.

Name

Abbott, Stringham and Lynch

Legal name

Abbott, Stringham & Lynch

Website

https://aslcpa.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

51–100 employees

Short description

Abbott, Stringham & Lynch is a privately held, full-service CPA firm founded in 1977 in Campbell, California, serving emerging and middle-market privately held businesses and high-net-worth individuals across tax, assurance, advisory, and valuation services with vertical depth in technology, construction, nonprofit, and renewable energy sectors.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Fairness Opinions & Independent Financial Advice (BPAHAOAF)

Keywords

• Accounting services
• Tax advisory
• Audit assurance
• Business valuation
• Outsourced accounting

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning and Compliance Services: Corporate and individual tax planning and compliance services, including federal, state, and international tax services. Includes R&D tax credit identification and documentation, estate and trust planning, and tax controversy representation.
2. Assurance and Audit Services: Audit, review, and compilation services for financial statements. Includes employee benefit plan audits (401k, 403b, ESOPs), nonprofit audits per OMB Uniform Guidance, and agreed-upon procedures.
3. Business Advisory Services: Includes corporate governance, internal controls, mergers and acquisitions advisory, succession planning, litigation support, and valuation services (stock options/409A, ESOPs, estate/gift).
4. Outsourced Finance and Accounting: Provided through subsidiary ArightCo. Includes transactional entry, monthly financial statements, KPI preparation, client invoicing, vendor payments, controller services, payroll services, and CFO advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Abbott, Stringham & Lynch is a Silicon Valley-based CPA firm delivering tax planning and compliance, financial statement audits, business valuation, M&A and succession advisory, and outsourced finance and accounting services. The firm primarily serves emerging- and middle-market privately held businesses and high-net-worth individuals across industries including technology, construction, manufacturing, real estate, nonprofit, international, and renewable energy.

Product overview

Abbott, Stringham & Lynch is a full-service CPA firm providing accounting, tax, and business advisory services. The firm operates as a unified service practice organized around core service lines including Tax & Advisory (business tax, R&D credits, estate planning), Assurance & Advisory (audits, reviews, employee benefit plans), and Business Advisory (M&A, succession planning, valuation, litigation). The firm also offers outsourced finance and accounting through its subsidiary ArightCo. Services are contextualized by industry specializations in technology, construction, real estate, manufacturing, international, nonprofit, and renewable energy sectors. No software products are offered—the firm provides professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax & Advisory Services Comprehensive tax planning, return preparation, and compliance for businesses and individuals, including business tax, R&D tax credit identification and documentation (IRS Form 6765), estate/trust/gift tax planning, real estate entity structuring, and tax controversy representation. Serves emerging- and middle-market privately held businesses and high-net-worth individuals.
• Assurance & Audit Services Financial statement audits, reviews, and compilations providing varying levels of assurance, including employee benefit plan audits (401(k), 403(b), ESOPs, profit-sharing plans), nonprofit audits per OMB Uniform Guidance, and agreed-upon procedures. Serves privately held businesses, nonprofit organizations, and employee benefit plans.
• Outsourced Finance and Accounting (ArightCo) Integrated outsourced finance and accounting solutions including transactional entry, monthly financial statements, KPI preparation, client invoicing, vendor payments, controller services, payroll services, and CFO advisory services. Delivered through wholly owned subsidiary ArightCo for mid-sized organizations in technology, SaaS, IT, manufacturing, and nonprofit sectors.
• Business Advisory Services Strategic advisory services including start-up advising (entity structuring, regulatory registration, funding resources), corporate governance, internal controls, mergers and acquisitions (due diligence, post-merger integration, deal structuring, transaction tax planning), succession planning (management evaluation, successor recruitment, ESOP funding), and litigation support (forensic accounting, expert witness testimony, fraud investigation).
• Valuation Services Business and equity valuations for IRC Section 409A stock option grants, ESOPs (feasibility studies and fair market value determinations), estate and gift planning, M&A transactions, and charitable contributions. Uses going-concern and liquidation methodologies including comparable company analysis and discounted cash flow methods. The Valuation Services Team has nearly 50 years of combined experience.
• Nonprofit Audit and Tax Services Specialized services for nonprofit organizations including financial statement audits under OMB Uniform Guidance, Form 990 preparation, tax compliance and planning, outsourced bill payment, financial statement preparation, and board governance consulting. Serves health and social services, biotech, technology, civic, arts and culture, mental health, education, and sports organizations. ASL has over 40 years of nonprofit experience.
• Individual Tax & Wealth Planning Tax planning and compliance for high-net-worth individuals, including executive stock option tax planning, real estate investment taxation, charitable gift planning, trust planning, estate and generation-skipping transfer tax planning, estate/trust administration, and family wealth advisory. Designed for owners, founders, and executives of privately held businesses.

Quantifiable outcome

• Over 70% of family-owned businesses do not survive the transition from founder to second generation; ASL's succession planning addresses this through comprehensive exit planning.
• +1 more outcomes

Named customers4 records

Segments9 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and specialized.

• ArightCocoreStrategic or Co-development Partner · 14 May 2026ASL acquired ArightCo, a San Jose-based integrated finance and accounting solutions firm founded in 2008. ArightCo provides outsourced finance and accounting services including day-to-day bookkeeping to CFO-level support for mid-sized organizations in technology, SaaS, IT, manufacturing, and nonprofit sectors. ArightCo now operates as a wholly owned subsidiary of ASL, expanding client accounting services.
• Allinial GlobalcoreStrategic or Co-development PartnerASL is a proud member of Allinial Global, an international association of independent CPA firms available to one another for engagements and information sharing. The affiliation provides access to 100+ countries, 250+ member firms, and $6B+ combined revenue. ASL participates in Allinial Global's professional development, technical training, thought leadership, and industry-specific resources including technology, manufacturing, and real estate communities of practice.
• Center for Resource Solutions (Green-e Energy)specializedStrategic or Co-development PartnerASL's Renewable Energy Group performs annual verification for Green-e Energy and Green-e Climate programs registered with the Center for Resource Solutions. The firm conducts attestations for renewable power providers requiring rigorous third-party verification.
• Green-e Energy and Green-e ClimatespecializedStrategic or Co-development PartnerASL performs renewable energy program attestations for voluntary and mandatory renewable energy programs. The firm conducts annual verification for participants under Center for Resource Solutions' Green-e programs.
• American Institute of CPAs (AICPA) Employee Benefit Plan Audit Quality CentercoreStrategic or Co-development PartnerASL is a member of AICPA's Employee Benefit Plan Audit Quality Center, which promotes quality of employee benefit plan audits through timely communication of regulatory developments, best practices guidance, technical updates, and relationship maintenance with the DOL.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Armanino LLP: Top 20 U.S. accounting firm headquartered in the San Francisco Bay Area with comparable mid-market tax, audit, advisory, and outsourced accounting services. Closest direct competitor given shared Silicon Valley base and similar client profile.
• Plante Moran: Major U.S. accounting and business advisory firm serving middle-market private and family-owned businesses. Comparable in service mix, ownership structure, and mid-market focus.
• Wipfli LLP: Top 25 U.S. accounting and consulting firm focused on middle-market private businesses. Similar combination of tax, audit, advisory, and outsourced accounting services.
• Eide Bailly LLP: Top 25 U.S. accounting firm with strong middle-market and private business focus across tax, audit, and advisory. Comparable in scale, ownership structure, and mid-market client orientation.
• Moss Adams LLP: Top 15 U.S. accounting firm serving middle-market companies with tax, audit, consulting, and industry-specialized services. Comparable in size, client focus, and service mix to ASL.
• Marcum LLP: Top 20 U.S. accounting and advisory firm with significant middle-market and private business practice, including tax, audit, and advisory. Comparable in scale and client segmentation.
• Withum Smith+Brown, PC: Top 25 U.S. accounting and advisory firm serving mid-market private businesses with similar tax, audit, valuation, and business advisory services. Comparable in service-line breadth and target client profile.

Broad incumbents

• RSM US LLP: Top 10 U.S. audit, tax, and consulting firm with a major middle-market private business practice. Larger, broader incumbent serving an overlapping client base with a wider national footprint.
• BDO USA: Top 10 global accounting firm with substantial middle-market and private business practice. Larger, broader incumbent competing for the same client segment as ASL.

Regional players

• Baker Newman Noyes (acquired by Forvis Mazars): Regional mid-market CPA firm with tax, audit, and advisory services, providing a useful comparable for regional mid-market firm business models (though geographically East Coast).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/abbott-stringham-lynch
• Facebookfacebook.com/ASLCPA
• Xx.com/aslcpasv

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Abbott, Stringham and Lynch