Cusack & Company

What Cusack & Company does

Cusack & Company CPAs, LLC is a privately held regional certified public accounting firm founded in 1990 in Latham, New York, serving the Capital District and surrounding areas of New York State. The firm employs 19 professionals, including 12 CPAs, across five partners (John Criscone as Managing Partner, Kenneth Claflin, Paul Cuda, Jason Marra, and John Tafilowski) and additional staff. Its service portfolio spans three primary lines: personal services (accounting, tax preparation, financial and retirement planning, and estate planning for individuals and unincorporated businesses), business services (audit, tax, accounting, and advisory work for commercial, non-profit, and government entities), and integrated financial and retirement planning delivered through an affiliation with Albany Financial Group.

The firm differentiates itself through deep specialization in non-profit and government auditing, which the firm states accounts for over 53% of its business, with approximately 86% of that audit work concentrated in the non-profit and government sectors. Engagement delivery is partner-led, with two partners assigned to each engagement and on-site partner presence during audit fieldwork. Quality control is reinforced by a two-accountant review on every tax engagement, at least 40 hours of annual continuing professional education per staff member, and a 2022 AICPA Peer Review PASS designation. Core technology consists of standard accounting and tax preparation software, with QuickBooks consulting offered as a service to clients.

The revenue model is professional-services billing on an hourly or engagement basis, with free initial consultations as the acquisition entry point. Go-to-market is sales-led and relationship-driven, relying on the firm's website, client reviews (127 reviews averaging 4.9 stars), limited social media presence, professional association memberships (AICPA, NYS Society of CPAs, Government Finance Officers Association), and direct referrals within the regional market. The firm is privately held with no disclosed parent company, private equity backing, or institutional investors, and operates from a single office at 7 Airport Park Blvd, Latham, NY.

Name

Cusack & Company

Legal name

Cusack & Company CPAs, LLC

Website

https://cusackcpas.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Cusack & Company CPAs, LLC is a privately held, 19-person regional CPA firm in Latham, NY, providing accounting, tax, audit, and financial planning services to individuals, businesses, non-profits, and government entities across New York's Capital District since 1990.

Ownership category

akta.pro rank

Headquarters

HQ city

Latham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Hourly or project-based billing for accounting services including bookkeeping, financial statement preparation, payroll services, and QuickBooks consulting. Services provided to individuals, businesses, non-profits, and government entities.
2. Tax Preparation and Planning: Income tax preparation for individuals, businesses, and non-profit organizations. Year-round tax consulting and planning services.
3. Audit and Assurance Services: Audit engagements primarily for non-profit and government clients, including Single Audits under Uniform Guidance (for entities spending over $750,000 in federal funds), HUD reporting, and financial statement audits.
4. Financial and Retirement Planning: Comprehensive financial planning services offered through affiliation with Albany Financial Group, including investment management, insurance needs analysis, estate planning, and retirement planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Cusack & Company is a Certified Public Accounting (CPA) firm providing accounting, tax preparation, audit, and financial planning services. It serves both individual clients (personal tax, estate and retirement planning) and business clients (business tax, audits, reviews, compilations, QuickBooks support, and consulting), with a particular specialization in non-profit and government auditing.

Product overview

Cusack & Company CPAs, LLC is a certified public accounting firm offering professional services rather than a software product. The firm provides a comprehensive suite of accounting, tax, and financial planning services organized across three primary service lines: Personal Services (accounting, tax, financial retirement planning, and estate planning for individuals and small business owners), Business Accounting Services (audit, tax, and accounting services for commercial entities, nonprofits, and governments), and Financial & Retirement Planning (investment management, retirement accounts, succession planning, and estate planning). Services are delivered by a team of 19 professionals including 12 CPAs, with particular specialization in nonprofit and government auditing representing over 53% of audit engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Tax Preparation Annual tax return preparation and filing services for individual taxpayers and households.
• Personal Tax Planning Year-round tax planning and projection services for individuals, intended to reduce tax liability and coordinate with broader financial decisions.
• Estate Planning Estate planning services for individuals, typically coordinated with personal tax and investment planning.
• Retirement Planning Retirement planning services for individuals, including accumulation and distribution strategy.
• Investment Review Review of individual investment portfolios, typically coordinated with tax and retirement planning.
• Business Tax Preparation Federal, state, and local business tax return preparation for corporations, partnerships, LLCs, and other entities.
• Audits, Reviews, and Compilations Financial statement assurance engagements for businesses, non-profits, and government entities, with specialization in non-profit and government auditing.
• QuickBooks Support QuickBooks setup, cleanup, training, and ongoing support for small and mid-sized business clients.
• Business Consulting General business consulting services for small and mid-sized organizations on financial and operational matters.
• Financial Planning Comprehensive financial planning services encompassing investment, tax, and estate considerations for individual clients.

Quantifiable outcome

• 53%+ of firm business is audit engagements
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Albany Financial GroupcoreStrategic or Co-development PartnerStrategic alliance with affiliated financial planners for comprehensive financial, retirement, and estate planning services. Paul Cuda heads up the firm's financial, retirement and estate planning alliance with Albany Financial Group professionals. This partnership enables the firm to offer full-spectrum tax, financial and estate planning services by combining accounting and financial planning expertise.

Scale indicators6 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Bonadio Group: New York-headquartered regional CPA firm with Albany-area offices and a strong non-profit and government practice, directly comparable to Cusack in client mix, regional footprint, and service lines.
• Marvin & Company, P.C. Capital District (Albany-area) CPA firm offering accounting, tax, audit, and advisory services to non-profits, governments, and businesses; closely comparable in scale, geography, and client verticals.
• Teal, Becker & Chiaramonte, CPAs: Albany, NY-based CPA firm serving individuals, businesses, and non-profits with audit, tax, and advisory services; matches Cusack's regional presence and SMB/non-profit client focus.
• BST & Co. CPAs, LLP: Albany/Capital District CPA firm providing accounting, audit, tax, and consulting services to closely held businesses, non-profits, and government entities; comparable scale and regional specialization.
• Baker Newman Noyes: New England-based CPA firm with a significant non-profit and government practice; comparable to Cusack in its specialization in these verticals and in mid-tier regional service delivery.

Broad incumbents

• UHY LLP: Top-25 U.S. accounting firm with Albany-area offices serving non-profits, governments, and businesses; a broader incumbent with overlapping non-profit/government audit capabilities but wider service portfolio.
• Withum: Mid-Atlantic regional CPA and advisory firm with a substantial non-profit practice; broader incumbent with overlapping audit and tax services to organizations of similar size to Cusack's clients.
• Eide Bailly LLP: Top-25 U.S. accounting firm with a strong non-profit and government audit practice; larger incumbent competing for similar engagements at a national scale.
• BDO USA: Global mid-tier accounting organization with a dedicated non-profit practice and significant government audit capability; broader incumbent competing for the same RFPs in the non-profit/government space.
• Plante Moran: Large U.S. accounting and advisory firm with a recognized non-profit and government sector practice; broader incumbent whose mid-market non-profit engagements overlap with Cusack's niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CusackCPAs
• Facebookgo.thryv.com/site/mja2gl259q1v28qf/action/gj65n5vmxq2xxkv9?mode=embed

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Cusack & Company