Roth & Company LLP

What Roth & Company LLP does

Roth & Company LLP (Roth&Co) is a privately-held CPA and advisory firm headquartered in Brooklyn, New York, serving clients across the Northeast United States. Founded in 1978 and operating for over 40 years, the firm provides accounting, tax, business advisory, and related professional services to for-profit businesses, not-for-profit organizations, and government entities across verticals including construction, education, food services, gaming, healthcare, high net-worth individuals, financial services, manufacturing/retail/wholesale, real estate, and state and local governments.

The firm's service portfolio spans five core practice areas: Accounting + Assurance (financial statements, compliance audits, government and regulatory compliance, consolidated fiscal reports for OPWDD/SED, management reports); Tax Services (preparation, planning, exempt applications, international tax, audits, controversy); Business Advisory (forecasting, business valuations, due diligence, forensic accounting, litigation support, estate planning); Client Advisory Services including Outsourced CFO, CMO, and HR functions; and Tax Resolution. Through affiliated entities — RothTech (technology solutions), School Management Solutions (SMS via smsny.net for education sector), and Equinum (wealth management co-founded by Managing Partner Zacharia Waxler) — the firm extends beyond traditional CPA offerings into integrated financial and operational services.

Roth&Co is a member of BDO Alliance USA, an international accounting network, providing access to multi-location and cross-border resources while the firm maintains independent ownership and boutique-style client service. Revenue is generated through professional services fees quoted per engagement, with no disclosed pricing or revenue figures. The go-to-market motion is sales-led, relying on direct client engagement, industry expertise, thought leadership content (blog/insights, YouTube), and social media presence. Leadership comprises Managing Partner Zacharia Waxler (joined 2004), partner Moshe Seidenfeld (joined 2008), partner Aaron Galster (rejoined 2021 from a Big Four firm), and Lead Controller Yona Strimber. The firm operates as a limited liability partnership with 101-250 employees and no external private equity or institutional investment identified in available sources.

Name

Roth & Company LLP

Legal name

Roth & Company LLP

Website

https://rothcocpa.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

101–250 employees

Short description

Roth & Company LLP is a privately-held CPA and advisory firm headquartered in Brooklyn, NY, providing accounting, tax, advisory, and outsourced CFO/CMO/HR services to for-profit businesses, nonprofits, and government entities across the Northeast US. The firm is a BDO Alliance USA member with 101-250 employees.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

akta.pro primary industry

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

akta.pro secondary industries

Trust, Fiduciary & Estate Planning Services (FSABADAG), Financial Planning–Led RIAs (FSAAACAB), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Accounting and assurance
• Tax preparation services
• Business advisory services
• Outsourced CFO services
• Audit and compliance

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Assurance Services: Professional service fees for financial statement audits, compliance audits, government and regulatory compliance, management reports, and consolidated fiscal reports.
2. Tax Services: Fees for tax return preparation, tax planning and consulting, tax-exempt applications and returns, international tax services, tax audits and controversy resolution.
3. Business Advisory Services: Advisory fees for forecasting, business valuations, due diligence, litigation support, forensic accounting, estate planning, and management consulting.
4. Client Advisory Services (CAS): Ongoing client advisory and CFO outsourcing services.
5. Wealth Management: Services provided through affiliate Equinum for wealth management solutions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Roth & Company LLP is a full-service CPA and advisory firm providing accounting and assurance, tax preparation and planning, business advisory, client advisory (CAS), outsourced CFO, CMO, and HR services. The firm serves for-profit businesses, not-for-profit organizations, government entities, and high net-worth individuals across industries including construction, real estate, healthcare, education, financial services, and gaming. Complementary offerings include wealth management through affiliated Equinum, technology solutions via RothTech, and school management solutions through SMS.

Product overview

Roth & Company LLP is a full-service CPA and advisory firm offering a comprehensive suite of professional services organized around five core practice areas: Accounting + Assurance, Business Services (including Advisory, CAS, CMO, and HR Services), Tax Services, and Tax Resolution. The firm also provides an outsourced CFO service offering. The portfolio is structured as a unified service practice rather than a software platform, supplemented by affiliated service brands including RothTech (technology solutions), School Management Solutions (smsny.net), and Wealth Management by Equinum (equinum.com). The firm serves for-profit businesses, government entities, and not-for-profit organizations across industries including construction, real estate, healthcare, education, and financial services.

Differentiator

Problem solved

Functional benefit

Brands

• RothTech: Technology solutions and services offered by Roth&Co
• School Management Solutions (SMS)
• Equinum

Products and services

• Accounting + Assurance Services

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• BDO Alliance USAcoreStrategic or Co-development PartnerRoth&Co is a member of the BDO Alliance USA, which provides access to the resources and expertise of a large accounting network while maintaining the personalized service of a boutique firm. This alliance enables the firm to serve clients with complex, multi-location needs.
• EquinumcoreStrategic or Co-development PartnerEquinum is the affiliated wealth management company co-founded by Managing Partner Zacharia Waxler. Provides integrated wealth management services to Roth&Co clients as part of comprehensive financial advisory offerings.

Scale indicators1 record

Recent moves8 records

Expansion highlights6 records

Direct peers

• Sax LLP: Mid-market accounting, tax, and advisory firm serving closely comparable industries including nonprofit, real estate, construction, and government — directly comparable scale and service breadth.
• Citrin Cooperman: Mid-market advisory and accounting firm with a strong NYC presence serving closely overlapping industries (nonprofit, real estate, healthcare, financial services) and offering a comparable mix of audit, tax, and advisory services.
• Withum: Mid-market advisory and accounting firm with a strong Northeast presence and comparable service mix spanning audit, tax, advisory, and outsourced CFO — similar client profile and growth orientation.
• Anchin, Solucia & Co., LLP: NYC-based mid-market CPA and advisory firm serving closely comparable for-profit, nonprofit, and high-net-worth client segments with audit, tax, and business advisory services — direct competitor for the same Northeast US middle-market clients.
• Eisner Advisory Group LLC: NYC-headquartered full-service accounting and advisory firm serving middle-market businesses, nonprofit organizations, and high-net-worth individuals — a near-direct peer in size, geography, and service portfolio.
• Marks Paneth LLP: New York-based accounting and advisory firm of similar size serving for-profits, nonprofits, real estate, construction, and high-net-worth clients — directly comparable practice mix, vertical specialization, and geographic footprint.
• Grassi & Co. New York-area CPA and advisory firm with comparable mid-market focus across nonprofit, real estate, construction, and healthcare verticals — competes for the same talent pool and clients in the Northeast.
• CohnReznick LLP: Top-20 US accounting firm with deep nonprofit, real estate, and government practices — direct competitor for mid-market and larger engagements in overlapping verticals.

Broad incumbents

• RSM US LLP: Largest mid-market-focused US accounting firm with comparable middle-market client orientation and overlapping service lines in audit, tax, advisory, and outsourced CFO — sets the competitive benchmark for scaled mid-market CPA services.
• BDO USA: Top-10 US accounting network whose BDO Alliance USA program provides Roth&Co with access to scaled resources. As a broad incumbent, BDO offers overlapping capabilities across audit, tax, and advisory to a wider range of client sizes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/rothcocpa
• YouTubeyoutube.com/@Rothcocpa/featured
• Facebookfacebook.com/rothcocpa
• LinkedInlinkedin.com/company/roth&co
• Instagraminstagram.com/rothcocpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Roth & Company LLP