DeJoy & Co.

What DeJoy & Co. does

DeJoy & Co. is a privately held, locally owned CPA and business advisory firm headquartered in Rochester, New York, founded in 1990 (formerly operating as DKB until its May 2023 rebrand). The firm operates without private equity or outside ownership, positioning independence as a core brand attribute. It is a member of the BDO Alliance, providing access to national referral and technical resources while preserving local autonomy.

The firm's core service portfolio comprises Tax Services, Financial Assurance Services (audit, review, and compilation), Outsourced Accounting Services, and Business Valuation Services. The Business Valuation practice is differentiated by a proprietary quantitative Discount for Lack of Marketability (DLOM) model built on 4,700 restricted stock transactions compiled since 2001, used to support 409A valuations, estate and gift tax planning, succession planning, and M&A advisory work. Service delivery is supported by three third-party platforms: Aiwyn (client portal), eMoney (wealth management integration), and SafeSend (secure document exchange).

DeJoy & Co. serves nine vertical industry segments — Real Estate, Professional Services, Not-for-Profit, Financial Institutions, Manufacturing/Distribution/Logistics, Construction, Healthcare, E-commerce, and Technology — plus high-net-worth individuals requiring estate and succession planning. Geographic reach is centered on New York State with national client exposure. The GTM motion is sales-led and relationship-driven, with partners and managers engaging clients directly, supplemented by content marketing (technical blog), PR (company news), community involvement, and BDO Alliance co-marketing. Revenue is generated exclusively through professional services fees (scope-based, not publicly disclosed).

Name

DeJoy & Co.

Legal name

DeJoy & Co.

Website

https://teamdejoy.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

51–100 employees

Short description

DeJoy & Co. is a privately owned Rochester, NY CPA and business advisory firm offering tax, financial assurance, outsourced accounting, and business valuation services to SMBs and HNW individuals across nine industry verticals, with selective national client reach via BDO Alliance membership.

Ownership category

akta.pro rank

Headquarters

HQ city

Rochester

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, Infrastructure

Revenue model

1. Tax Services: Tax compliance, planning, and advisory services for individuals and businesses, including tax return preparation, research, and planning projections.
2. Financial Assurance Services: Audit, review, and compilation services for financial statements, providing independent assurance on client financials.
3. Outsourced Accounting Services: Full Outsourced Accounting Services including bookkeeping, controller-level services, and financial reporting for clients who prefer to outsource their accounting function.
4. Business Valuation Services: Business valuation and advisory services for corporate and individual clients, including gift and estate tax planning, succession planning, and M&A advisory.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

DeJoy & Co. is a regional CPA and business advisory firm providing tax compliance and planning, financial assurance (audit, review, compilation), outsourced accounting/controller services, and business valuation services to privately held businesses and high-net-worth individuals across nine industry verticals in New York State and nationwide. The firm supplements these professional services with a proprietary quantitative DLOM model used for defensible business valuations in estate, gift, and succession planning engagements.

Product overview

DeJoy & Co. is a regional certified public accounting and consulting firm offering a unified suite of professional services. The core service portfolio consists of Tax Services, Financial Assurance Services (audit, review, compilations), and Outsourced Accounting Services. The firm also provides specialized Business Valuation services including 409A valuations and estate planning support, enhanced by a proprietary quantitative DLOM model. A blog/insights section delivers educational content on tax law, accounting standards, and industry guidance. The firm serves diverse industries including Real Estate, Healthcare, Manufacturing, E-commerce, Technology, Not-for-Profit, Financial Institutions, and Construction sectors, operating as a BDO Alliance member firm.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services

Quantifiable outcome

• 100% placement rate among graduates for the CPA track (referenced in context of SUNY Geneseo program, not DeJoy & Co.)

Named customers1 record

Segments10 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core and minor.

• BDO USAcoreStrategic or Co-development PartnerDeJoy & Co. is an independent member of the BDO Alliance, a nationwide network of CPA firms. This affiliation provides the firm access to BDO's national resources, technical expertise, and referral pathways while maintaining its local independence. The firm is also a member of AICPA and BDO, the world's 6th largest accounting firm. The BDO Alliance logo is prominently displayed on the firm's website.
• Greater Rochester ChamberminorOthersThe firm is associated with the Greater Rochester Chamber as shown by the chamber's logo on the firm's website, indicating membership and community involvement in the Rochester business community.

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Emerging players

• Botkeeper: AI-driven bookkeeping and accounting automation platform targeting SMBs. Competes with the lower-margin outsourced bookkeeping portion of DeJoy's service mix and represents a disruptive technology adjacency.

Broad incumbents

• Marcum LLP: Top-10 U.S. accounting firm providing tax, audit, advisory, and outsourced accounting to closely held middle-market companies. Comparable in service mix, vastly larger in scale.
• BDO USA: National accounting firm and parent of the BDO Alliance that DeJoy belongs to. Operates at much larger scale with overlapping services and is both a referral partner and a competitor for larger engagements.
• Withum: Mid-market national CPA firm with strong tax, audit, advisory, and outsourced accounting practices serving SMBs and HNW individuals — directly comparable in target client and service mix.
• KPMG (Rochester): Big 4 accounting firm with Rochester office competing for larger audit and advisory engagements that DeJoy targets in Financial Institutions, Not-for-Profit, and Healthcare verticals.
• Citrin Cooperman: Mid-market national CPA and advisory firm serving closely held businesses with tax, audit, valuation, and outsourced accounting — same target market as DeJoy but at significantly larger scale.

Direct peers

• EFPR Group, LLP: Rochester/Western New York regional CPA firm offering tax, audit, and advisory services to privately held businesses and nonprofits. Closely comparable in scale, geography, and vertical mix.
• Freed Maxick CPAs: Buffalo-headquartered regional CPA firm with similar size (mid-size) and full-service tax, audit, and consulting practice. Comparable Upstate New York competitor with overlapping verticals.
• The Bonadio Group: Largest Rochester-based CPA and advisory firm serving Western and Central New York with comparable service mix (tax, audit, outsourced accounting, business valuation). Most directly comparable regional competitor in the same metro.
• Mengel Metzger Barr & Co. LLP: Finger Lakes / Western NY regional CPA firm with tax, audit, and business advisory services for closely held businesses, nonprofits, and HNW individuals — direct service-line and geography match.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/TeamDeJoy
• LinkedInlinkedin.com/company/dejoy-co

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 DeJoy & Co.