Mahoney Sabol & Company, LLP

What Mahoney Sabol & Company, LLP does

Mahoney Sabol & Company, LLP (d/b/a MahoneySabol) is a privately held regional certified public accounting and business consulting firm headquartered in Glastonbury, Connecticut, with a second office in Essex, CT. Founded in 1990 by James Mahoney and Michael Sabol, the firm employs approximately 70 professionals serving clients throughout New England across a portfolio of accounting, tax, assurance, advisory, and wealth management services. It operates as a limited liability partnership and is registered with the Public Company Accounting Oversight Board (PCAOB), enabling public-company audit work typically reserved for larger national firms.

The firm's service catalog is organized around ten core lines: Assurance, Business Valuation, Consulting, Fraud and Forensics, International Services, Outsourced Accounting, SEC/PCAOB, Tax, Trusts and Estates, and Wealth Management (delivered through affiliate Investmark Advisory Services, which clears through Commonwealth Financial Network). Delivery is partner-led and relationship-driven, with marketing anchored in industry specialization across 12 verticals (including breweries, construction and real estate, dealerships, government, hi-tech, manufacturing, not-for-profit, renewable energy, and sports and entertainment). Underlying technology is standard accounting and audit tooling, primarily QuickBooks solutions for outsourced accounting engagements; no proprietary technology platform or AI/ML capability is disclosed.

The revenue model is professional services: quote-based, project- or engagement-based pricing for audit, tax, advisory, and attest work. Growth has been achieved through organic expansion, lateral partner hiring (notably four tax partners added between February 2024 and July 2025), and a strategic merger with Glastonbury-based Giamalis and Company in January 2024. The firm is an independent member of BDO Alliance USA, which provides on-demand access to BDO's national and international resources while preserving regional autonomy. Pricing is not publicly disclosed, and financials are not released, consistent with the firm's private LLP status.

Name

Mahoney Sabol & Company, LLP

Legal name

Mahoney Sabol & Company, LLP

Website

https://mahoneysabol.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Mahoney Sabol & Company, LLP is a privately held Connecticut-based CPA and business consulting firm serving mid-market clients across New England with accounting, audit, tax, advisory, and wealth management services across 12 industry verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Glastonbury

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Professional Accounting Services: Revenue generated from providing accounting, auditing, tax planning and compliance, and business consulting services to clients across various industries. Services include assurance/attest services, tax preparation and planning, business valuation, fraud and forensics, consulting, outsourced accounting, and wealth management through affiliate.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

No source-supported data available in the input.

Product overview

MahoneySabol is a regional certified public accounting (CPA) firm offering a comprehensive suite of accounting, auditing, tax, and business consulting services. The firm operates as a single-service practice organized around distinct service lines: Assurance, Business Valuation, Consulting, Fraud and Forensics, International Services, Outsourced Accounting, SEC/PCAOB, Tax, Trusts and Estates, and Wealth Management (via affiliate). The firm also serves clients across multiple industry verticals including Breweries, Construction and Real Estate, Dealerships, Employee Benefit Plans, Government, Hi-Tech, Manufacturing and Distribution, Not-For-Profit, Professional Services, Renewable Energy, Retail and E-commerce, and Sports and Entertainment. Founded in 1990, the firm is headquartered in Glastonbury, CT with an additional office in Essex, CT, and maintains an independent membership in the BDO Alliance USA.

Differentiator

Problem solved

Functional benefit

Brands

• Investmark Advisory Services: Affiliate wealth management firm providing comprehensive personal financial planning and wealth management services through fee-based financial advisors.

Quantifiable outcome

• Serving clients throughout New England
• +2 more outcomes

Segments12 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• BDO Alliance USAcoreStrategic or Co-development Partner · 1 January 1990MahoneySabol is an independent member of the BDO Alliance USA, a nationwide association of accounting, consulting and service firms. This membership provides access to resources of BDO, LLP and over 215 member firms, enabling the firm to draw on expertise, experience, education and capabilities typically available only to much larger firms while maintaining its autonomy and local relationships.
• Investmark Advisory ServicescoreStrategic or Co-development PartnerInvestmark Advisory Services is an affiliate that provides comprehensive personal financial planning and wealth management services to MahoneySabol clients. Services include fee-based financial and investment advice through independently managed portfolios.
• BDO Alliance Dealership Industry GroupminorStrategic or Co-development PartnerMahoneySabol is a member of the BDO Alliance Dealership Industry Group, providing access to timely intelligence and in-depth insights specific to the automotive dealership sector.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm with strong presence in the Northeast and Midwest serving mid-market businesses, not-for-profits, and government entities. MahoneySabol has directly competed for talent with CLA, including hiring Crystal Germanese from its predecessor firm BlumShapiro.
• RSM US: Leading U.S. provider of audit, tax, and consulting services exclusively to the middle market, with industry-driven practices and a national footprint. Represents a scaled-up version of MahoneySabol's mid-market specialization.
• BDO USA: Top-5 U.S. accounting firm and parent organization of BDO Alliance USA, of which MahoneySabol is an independent member. Direct competitor on larger engagements while serving as a resource and referral channel for MahoneySabol on matters exceeding its scale.
• Crowe LLP: Top-10 U.S. public accounting and advisory firm with significant presence in the Northeast serving mid-market and larger enterprises. Overlaps with MahoneySabol across assurance, tax, and advisory but operates at substantially greater scale and geographic reach.

Direct peers

• Aprio: Top-50 U.S. accounting and business advisory firm serving closely held and growth-stage companies with industry-specialized practices and a relationship-led delivery model analogous to MahoneySabol's approach.
• Whittlesey: Hartford, Connecticut-headquartered CPA and advisory firm serving closely held businesses, not-for-profits, and government entities across New England. Direct geographic overlap with MahoneySabol in the Connecticut mid-market with comparable service lines.
• PKF O'Connor Davies: Northeast-based accounting and advisory firm serving privately held businesses, not-for-profits, and high-net-worth individuals with industry-specialized practices, closely comparable to MahoneySabol's mid-market, vertical-driven model.
• Withum: Mid-Atlantic and Northeast regional CPA firm with deep industry vertical expertise (including dealerships, construction, and renewables) and a partner-led service model that closely mirrors MahoneySabol's positioning in the New England mid-market.
• Marcum LLP: Top-20 U.S. accounting and advisory firm with strong industry vertical specialization and PCAOB-registered public company practice, comparable in service mix (assurance, tax, advisory) to MahoneySabol but operating at substantially greater national scale.
• Sax LLP: Mid-Atlantic and Northeast regional accounting and advisory firm with strong industry verticals (construction, manufacturing, dealerships, not-for-profit) and a Top-50 national footprint, comparable in service breadth and mid-market client focus.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• Xx.com/mahoneysabol
• Facebookfacebook.com/mahoneysabolcpa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Mahoney Sabol & Company, LLP