West & Company

What West & Company does

West & Company CPAs, PC is a privately held certified public accounting firm headquartered in Gloversville, New York, with a second office in Saratoga Springs. Founded in 1973, the firm operates as a traditional professional services partnership with 4 partners, 11 CPAs, and supporting administrative personnel, serving approximately 3,200 clients annually. It provides a comprehensive suite of accounting, tax, audit, and advisory services to four distinct client categories: individuals (tax preparation, planning, and estate planning), closely held businesses (financial statement audits, reviews, compilations, advisory, succession planning, bookkeeping, and payroll), non-profit organizations (audits, single audits, tax preparation, internal control reviews, and formation/governance setup), and government entities (financial statement audits, internal control reviews, single audits, and internal audits).

The firm does not develop proprietary technology; its client-facing digital infrastructure relies on Thomson Reuters' NetClient CS platform, which provides a secure file-share portal and a mobile application for iOS and Android. The firm's revenue model is engagement-based professional services billing across tax, audit, advisory, bookkeeping, and payroll work, with pricing determined per engagement and no publicly disclosed fee schedules. The firm participates in the AICPA Peer Review Program and has received unqualified opinions consistently since inception, and all partners and CPAs maintain membership in the AICPA and the New York State Society of CPAs.

The firm's go-to-market is direct and relationship-driven, relying on personal service, community involvement, board-level affiliations of its partners, and regional reputation across the New York Capital Region. Its service delivery operates through in-person consultations at its two office locations, telephone communication, and the secure online client portal. The client base spans at least eleven industry verticals including automotive, banking, community colleges, construction, local governments, manufacturing, non-profits, real estate, restaurant/hospitality, retail, and school districts/BOCES, indicating broad vertical diversification rather than specialization.

Name

West & Company

Legal name

West & Company CPAs, PC

Website

https://westcpapc.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Gloversville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting and Auditing Services: Billable professional services including financial statement audits, reviews, and compilations for businesses, non-profits, and government entities. Revenue is generated through engagement-based billing for hours worked on attest and advisory engagements.
2. Tax Preparation and Planning Services: Tax preparation and planning services for individuals, businesses, and non-profit organizations. Services include year-round tax counseling and compliance with current regulatory requirements.
3. Advisory and Consulting Services: Advisory services including succession planning, internal control reviews, and financial management counseling. Bookkeeping and payroll services also provided.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

West & Company CPAs PC is a certified public accounting firm providing tax preparation and planning, financial statement audits/reviews/compilations, bookkeeping and payroll, advisory and consulting, estate planning, and succession planning services. The firm serves individuals, closely held businesses, non-profit organizations, and government entities through two office locations in New York State and a secure online client portal.

Product overview

West & Company CPAs PC is a certified public accounting firm providing a comprehensive suite of accounting, auditing, tax, and advisory services. The firm operates as a single-service business model rather than a platform-plus-modules architecture, offering distinct professional services organized by client type: individuals (tax preparation, planning, and estate planning), businesses (financial statement audits/reviews/compilations, advisory services, succession planning, bookkeeping, and payroll), non-profits (financial statement audits/reviews/compilations, single audits, tax preparation, accounting, internal control reviews, and formation/governance setup), and governments (internal control reviews and internal audits). The firm also provides clients with a secure online client portal for document access and a mobile application (NetClient CS) for accessing tax and accounting documents.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Planning
• Financial Statement Audits, Reviews and Compilations

Quantifiable outcome

• Serving approximately 3,200 clients annually across two office locations in the Capital Region of New York State.

Named customers1 record

Segments11 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

One partnership is on record.

• Thomson ReuterscoreTechnology or IntegrationWest & Company CPAs utilizes Thomson Reuters' NetClient CS platform as their secure client portal and document management system. This enables clients to securely access tax returns, financial statements, exchange files, and receive electronic invoices. The partnership provides the technological infrastructure for the firm's client-facing digital services.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bonadio Group: Large regional CPA firm headquartered in upstate New York providing audit, tax, advisory, and outsourced accounting services to businesses, non-profits, and government entities. Most directly comparable peer given overlapping NY geography and identical client-segment mix.
• Marvin & Company: Upstate New York CPA firm of similar size serving businesses, individuals, non-profits, and municipalities with audit, tax, and advisory services. Closest peer in terms of headcount, geography, and service portfolio.
• Sax LLP: Mid-sized regional CPA and advisory firm serving closely held businesses and non-profits across the Northeast with accounting, tax, audit, and advisory offerings. Similar client mix and competitor on multi-year audit engagements.
• UHY Advisors: Mid-market CPA and professional services firm in the UHY International network providing tax, audit, and advisory services to SMBs and non-profits. Comparable size, service model, and target client profile.
• Citrin Cooperman: Mid-sized CPA and advisory firm in the Northeast serving closely held businesses, non-profits, and high-net-worth individuals. Similar full-service model with comparable client verticals.
• Wiss & Company: Mid-sized regional CPA firm in the NY/NJ metro region providing audit, tax, accounting, and advisory services to businesses, non-profits, and individuals. Comparable SMB-focused professional services model.

Broad incumbents

• Baker Tilly US: Large national advisory and CPA firm offering audit, tax, and consulting services to mid-market companies, non-profits, and government entities. Broader portfolio than West & Company but overlaps on the same client segments.
• Eide Bailly: Top-25 U.S. accounting firm providing audit, tax, and advisory services to closely held businesses, non-profits, and government entities across multiple states. Wider geographic reach and broader capabilities.
• Withum: Large regional CPA and advisory firm serving SMBs, non-profits, and high-net-worth individuals across the Eastern U.S. Overlaps with West & Company's service mix at a meaningfully larger scale.
• Plante Moran: Major U.S. accounting and business advisory firm serving middle-market companies, non-profits, and government entities. Wider industry coverage but overlapping on audit, tax, and outsourced accounting.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/west-&-company-cpas-pc
• Xx.com/Westcpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 West & Company