What CRR does

CRR is a private CPA and business advisory firm headquartered in Wakefield, Massachusetts, operating under an alternative practice structure that combines CRR, LLP (a licensed independent CPA firm providing attest services) with Bridgepoint Alliance, LLC (doing business as CRR Advisors, providing tax, business consulting, and non-attest services) in compliance with the AICPA Code of Professional Conduct. Founded in 1994, the firm is licensed to practice in Massachusetts, New Hampshire, Maine, and Maryland, and employs between 251 and 500 staff organized across partners, principals, directors, managers, supervisors, senior accountants, and staff accountants under Managing Partner David J. Richards.

The firm delivers a portfolio of professional services organized around four pillars: Audit & Assurance (traditional attest engagements), Tax Planning & Preparation (for individuals and businesses), Advisory Services (encompassing Business Valuation, Client Accounting & Advisory Services/CAAS, Private Client Services for HNW individuals and families, and Transaction Advisory Services for M&A), and Wealth Management delivered through a strategic partnership with Bridgepoint Alliance. Industry specializations include Distribution, Insurance, Life Sciences, Professional Services, and Technology, with Richards leading the Insurance Industry Practice Group. Marketing channels are anchored by a 500+ post blog, quarterly newsletters (Tax Talk, The Calculated Exit), M&A seminars, and active social media presence.

Revenue mechanics are based on quote-based professional services engagements with no publicly disclosed pricing. Client acquisition runs through direct engagement, referrals, professional association networks (MSCPA, AICPA), and content marketing. There are no disclosed funding events, no public revenue figures, and no proprietary technology platform; the firm's value proposition rests on multi-state licensed talent, advisory depth beyond traditional tax and audit, and trusted-advisor relationships with both business owners and HNW individuals.

Name

CRR

Legal name

CRR, LLP

Website

https://crrcpa.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

101–250 employees

Short description

CRR is a private Wakefield, MA-based CPA and business advisory firm operating under an alternative practice structure, delivering audit, tax, valuation, transaction advisory, and wealth management services to business owners and high net-worth individuals across MA, NH, ME, and MD.

Ownership category

akta.pro rank

Headquarters

HQ city

Wakefield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Audit & Assurance Services: Traditional audit and attest services delivered through CRR, LLP (licensed independent CPA firm).
2. Tax Services: Tax planning and preparation for both businesses and individuals, including compliance and consulting services.
3. Advisory Services: Business consulting including business valuation, client accounting and advisory services (CAAS), private client services, and transaction advisory services.
4. Wealth Management Services: Strategic partnership for wealth management services provided through Bridgepoint Alliance.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

CRR is a CPA and business advisory firm that delivers Audit & Assurance, Tax Planning & Preparation, and Advisory Services (Business Valuation, Client Accounting & Advisory Services / CAAS, Private Client Services, Transaction Advisory) through an alternative practice structure with CRR, LLP and CRR Advisors. Wealth Management is offered through a strategic partnership with Bridgepoint Alliance. The firm serves business owners, high net-worth individuals, families, c-suite executives, and law firm partners across MA, NH, ME, and MD.

Product overview

CRR is a CPA firm operating in an alternative practice structure with CRR, LLP (licensed CPA firm providing attest services) and CRR Advisors (providing tax and business consulting services). The firm offers a unified portfolio of professional services organized around four core areas: Audit & Assurance Services (traditional attest engagements), Tax Planning & Preparation Services (for individuals and businesses), and Advisory Services. The Advisory Services umbrella encompasses Business Valuation, Client Accounting & Advisory Services (CAAS), Private Client Services, and Transaction Advisory Services—all designed to help clients increase business value, navigate transactions, and manage complex financial situations. Wealth Management Services are delivered through a strategic partnership. The firm positions itself as 'Business Advisors +' going beyond traditional accounting to provide strategic guidance.

Differentiator

Problem solved

Functional benefit

Brands

• CRR Charitable Foundation, Inc. CRR's affiliated 501(c)(3) charitable organization that collects and distributes funds to qualified charities and administers the Gregory T. O'Gorman Memorial Scholarship Fund.

Products and services

• Audit & Assurance Services Traditional audit and assurance services delivered by the licensed CPA firm CRR, LLP, providing financial statement verification and regulatory compliance attest engagements for businesses.
• Tax Planning & Preparation Services Tax planning and preparation services for both individuals and businesses, including compliance and strategic tax advice delivered through CRR Advisors.
• Business Valuation Services Professional business valuation services for owners selling, merging, or planning succession for their businesses.
• Client Accounting & Advisory Services (CAAS) Ongoing accounting support and advisory services providing flexibility, insight, and peace of mind for business owners.
• Private Client Services High-touch advisory and compliance services for high net-worth individuals, families, c-suite executives, and law firm partners including income tax planning, estate planning, wealth succession planning, estate/gift/trust consulting, charitable giving, and family office services.
• Transaction Advisory Services Strategic sale-side advisory services helping business owners prepare for and navigate the sale, merger, or acquisition process while minimizing risk and maximizing value.
• Wealth Management Services Strategic partnership services providing wealth management and financial planning for business owners and individuals through Bridgepoint Alliance.

Quantifiable outcome

• 25+ years serving clients with expert staff in all areas of accounting, tax, and business advisory

Named customers1 record

Segments6 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 and minor.

• Bridgepoint Alliance, LLCcoreStrategic or Co-development PartnerCRR Advisors is a member of Bridgepoint Alliance, an alliance of professional services firms. CRR operates under an alternative practice structure in accordance with the AICPA Code of Professional Conduct where CRR, LLP provides attest services and CRR Advisors (through Bridgepoint Alliance) provides tax, business consulting, and other non-attest services.
• MassCPAs (Massachusetts Society of Certified Public Accountants)minorStrategic or Co-development PartnerMassCPAs runs the Gregory T. O'Gorman Memorial Scholarship Fund created by CRR in memory of their late colleague. CRR contributes to this scholarship which awards $5,000 annually to a deserving accounting student.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• CBIZ: Publicly traded diversified professional services platform offering accounting, tax, advisory, and wealth management nationwide. Overlaps with CRR in audit, tax, and advisory but operates at substantially greater scale with national reach.
• BDO USA: Top-10 global accounting network with deep US presence serving mid-market and large clients. Overlaps with CRR across audit, tax, transaction advisory, and industry practices, but at far greater scale and geographic breadth.
• RSM US: Global mid-market-focused accounting and consulting network with US leadership in audit, tax, transaction advisory, and Private Client Services. Directly comparable in mid-market focus and service mix, but at significantly greater scale.

Direct peers

• Grassi & Co. Northeast-based CPA and advisory firm offering audit, tax, business advisory, and Private Client Services. Highly comparable in size, structure, and target mid-market clientele.
• Aprio: Mid-market CPA and advisory firm emphasizing advisory, technology, and Private Client Services. Comparable to CRR in service breadth and target segments, though larger in scale.
• Baker Newman Noyes: Northeast regional CPA firm offering audit, tax, and advisory including M&A transaction support. Directly comparable in geography, size band, and service portfolio to CRR.
• Sax LLP: Mid-Atlantic and Northeast CPA and advisory firm with strong Private Client, transaction advisory, and industry practices. Comparable scale and service mix, with overlapping geographies in the Northeast.
• Marcum LLP: Top-20 US accounting and advisory firm with strong industry practices, transaction advisory, and Private Client Services. Directly competes with CRR for mid-market audit, tax, and M&A advisory work.
• Anchin, Block & Anchin: Northeast-based CPA and advisory firm with industry practices, transaction advisory, and Private Client Services. Closely matches CRR's regional, relationship-driven positioning and service mix.
• Withum: Top-30 US accounting and advisory firm with a similar mix of audit, tax, and advisory services, serving mid-market businesses and HNW clients. Closely comparable in size, service mix, and target customer profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CRR_CPA
• LinkedInlinkedin.com/company/crr-llp
• Instagraminstagram.com/crr_cpa/?hl=en

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

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 CRR