Reid CPAs
Reid Accountants + Advisors is a multi-office New York-headquartered CPA and advisory firm founded in 1992, offering accounting, tax, audit, M&A advisory, family office, payroll, and insurance services to private and public companies, high-net-worth individuals, and small-to-mid businesses.
- Company typePrivate
- Founded1992
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Reid CPAs does
Reid Accountants + Advisors, operating through Reid CPAs, LLP (a licensed CPA firm providing attest services) and Reid Tax & Advisory Services, LLC (tax and consulting), is a full-service accounting, tax, and advisory firm founded in 1992 and headquartered in Woodbury, New York, with seven or more offices spanning Woodbury, Manhattan, White Plains, Columbia (South Carolina), and Boca Raton (Florida). The firm serves private and public companies, high-net-worth individuals and family offices, and small-to-mid-market businesses with a partner-led engagement model and 40+ partners across disciplines. Service lines span accounting and bookkeeping, outsourced controller, audits and assurance, tax compliance and planning, payroll, business management, M&A transaction advisory, family office services, forensic accounting and valuation, and commercial and personal insurance.
The firm has no proprietary technology platform; it operates as a human-advisor professional services practice, integrating third-party tooling such as Aiwyn for client invoice payment plans and leveraging its parent platform Crete Professionals Alliance (a non-traditional private equity-backed alliance with Thrive Holdings and OpenAI affiliations) for shared services, succession planning, and AI-enabled technology. Core product portfolio is organized around nine service lines (accounting, audit, tax, payroll, business management, consulting, family office, forensic & valuation, insurance) with multiple sub-products such as information systems assurance and automated accounting system implementation. Marketing and client acquisition rely primarily on partner referrals, content marketing via blog and social channels, and earned media through industry rankings.
The business model is fee-for-service professional services revenue across multiple streams: accounting, tax, audit & assurance, family office, business management and consulting, insurance, payroll, and forensic and valuation services. Pricing is non-public and negotiated per engagement. The firm is private (alternative practice structure in accordance with the AICPA Code of Professional Conduct), a member of Crete Professionals Alliance, and recorded 64.09% revenue growth in 2025, earning triple recognition from Accounting Today in 2026 (Fastest Growing Firm, Regional Leader, Firm to Watch).
Reid CPAs firmographics
Firmographics- Name
- Reid CPAs
- Legal name
- Reid CPAs, LLP
- Website
- https://reidadvisorsllc.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Reid Accountants + Advisors is a multi-office New York-headquartered CPA and advisory firm founded in 1992, offering accounting, tax, audit, M&A advisory, family office, payroll, and insurance services to private and public companies, high-net-worth individuals, and small-to-mid businesses.
- Ownership category
- akta.pro rank
Reid CPAs industry classification
Industry- Product category
- Public Accounting and Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Insurance Carriers and Related Activities (524)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)
Keywords
Where Reid CPAs is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Reid CPAs business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Accounting Services: Comprehensive accounting services including bookkeeping, outsourced controller services, financial statement preparation, and accounting software implementation. Revenue generated through professional service fees billed to clients.
- Tax Services: Corporate, personal, federal, state and local tax compliance and planning, trust and estate planning, cost segregation, and employee retention tax credit services.
- Audit & Assurance: Audits, financial reporting, information systems assurance, and employee benefits plan audit services provided by licensed CPA firm.
- Family Office Services: Family office management, process and operational support, advanced technology solutions, tax planning, and estate and philanthropy planning for high-net-worth clients.
- Business Management & Consulting: Business management, back office support, and M&A and transaction advisory services.
- Insurance Services: Commercial insurance, employee benefits programs, workers compensation, personal insurance, and life insurance advisory services.
- Payroll Services: Full-service payroll processing for business clients.
- Forensic & Valuation: Forensic accounting, asset tracing, economic damages analysis, business valuation, litigation support, bankruptcy services, and collaborative divorce financial services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Reid CPAs product offering
Product offeringCore offering
Reid CPAs is a licensed, full-service public accounting firm delivering accounting, tax, audit and assurance, payroll, business management, M&A transaction advisory, family office, forensic and valuation, and insurance services to private and public companies and high-net-worth individuals. Engagements are delivered by partners and professional staff across 7+ offices in New York, South Carolina, and Florida under an alternative practice structure that separates attest (Reid CPAs, LLP) from tax and consulting (Reid Tax & Advisory Services, LLC).
Product overview
Reid Accountants + Advisors operates as a full-service accounting and advisory firm offering a comprehensive suite of professional services organized around core accounting, tax, audit, and consulting disciplines. The firm provides Accounting Services as its foundational offering, complemented by Tax Services, Audits & Assurance, Payroll Services, and Business Management. Additional specialized services include Forensic & Valuation for dispute resolution and business appraisals, Insurance Services for risk management, Family Office Services for high-net-worth clients including advanced technology solutions, and Consulting for M&A transactions. The overall portfolio represents a traditional professional services firm structure rather than a software platform, with services delivered through human advisors rather than automated products.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Services Comprehensive accounting services for private and public companies including bookkeeping, outsourced controller services, financial statement preparation, budgeting and cash flow projections, accounting software advisory, automated accounting system implementation, business incorporation support, 401K/Simple IRA administration, and tax compliance support.
- Audits & Assurance Audit and assurance services delivered by the firm's licensed CPA arm (Reid CPAs, LLP), including audits and financial reporting, information systems assurance, and employee benefits plan audits for private and public entities.
- Tax Services Tax preparation and planning services covering corporate tax, personal tax, federal/state and local tax compliance, trust and estate planning, cost segregation studies, and employee retention tax credit assistance for businesses and individuals.
- Payroll Services Full-service payroll processing and administration for businesses, including payroll tax compliance and ongoing payroll operations support.
- Business Management Business management and back-office support services that help clients (notably business owners and executives in entertainment and adjacent sectors) operate their businesses efficiently.
- Consulting (M&A and Transaction Advisory) Advisory consulting services for merger and acquisition transactions, including transaction advisory support for business sales, purchases, and ownership transitions.
- Family Office Services Comprehensive family office services for high-net-worth clients including process and operational support, advanced technology solutions, tax planning strategy and preparation, and estate, philanthropy, and legacy planning.
- Forensic & Valuation Forensic accounting and business valuation services including asset tracing, economic damages analysis, lost profits analysis, business valuation, litigation support and expert testimony, bankruptcy and financial restructuring, and collaborative divorce financial services.
- Insurance Services Risk management and insurance consulting services including commercial insurance, employee benefits programs, workers' compensation, personal insurance, and life insurance advisory.
Quantifiable outcome
- 64.09% revenue growth in 2025
- +1 more outcomes
Companies that use Reid CPAs
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Reid CPAs technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Reid CPAs partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Reid CPAs competitors and assessment
Company assessmentBroad incumbents
- BDO USA: BDO USA is a top-five national accounting and advisory firm offering overlapping services in audit, tax, M&A advisory, and consulting to mid-market and large enterprises, representing the broader incumbent set Reid competes against for larger engagements.
- Crowe LLP: Crowe is a Top 10 national CPA and advisory firm offering audit, tax, consulting, and risk services with significant overlap into Reid's mid-market advisory and assurance practice.
Direct peers
- Marks Paneth: Marks Paneth is a New York-based CPA and advisory firm owned by private equity sponsor Centerbridge, offering accounting, tax, audit, and advisory services; its PE-backed structure and multi-office Northeast presence make it one of the closest comparables to Reid's Crete-affiliated model.
- Baker Newman Noyes: BNN is a Top 100 regional CPA firm headquartered in the Northeast with full-service accounting, tax, and advisory capabilities and similar mid-market and HNW client focus to Reid.
- PKF O'Connor Davies: PKF O'Connor Davies is a large Northeast regional CPA and advisory firm offering accounting, tax, audit, and consulting with a comparable multi-office structure and similar target client base of privately held businesses and HNW individuals.
- Grassi & Co. Grassi is a large Northeast-based CPA and advisory firm with similar service breadth (accounting, tax, audit, M&A advisory, technology) and comparable headcount serving mid-market and HNW clients in the same geographic footprint as Reid.
- WithumSmith+Brown (Withum): Withum is a Top 100 Northeast-based CPA and advisory firm with multi-state offices and a full-service offering including tax, audit, advisory, and technology services, competing for the same mid-market and family office clients as Reid.
- Sax LLP: Sax LLP is a Northeast-based accounting, tax, and advisory firm of similar scale offering audit, tax, wealth management, and business advisory services to closely held businesses and family offices comparable to Reid's segments.
- Anchin, Block & Anchin: Anchin is a top-tier New York-based CPA and advisory firm offering accounting, tax, audit, and consulting services to privately held businesses and HNW individuals, closely overlapping Reid's service mix and target client profile.
- Citrin Cooperman: Citra Cooperman is a Northeast-based, PE-backed full-service CPA and advisory firm of comparable scale with multi-office presence, M&A advisory, family office, and tax services — a near-direct competitor to Reid for mid-market and HNW clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Reid CPAs social profiles
Digital presenceReid CPAs financial estimates
Financial estimateRevenue estimate
Valuation estimate
Reid CPAs leadership team
Management profileNumber of profiles
Profiles4 records
Reid CPAs funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Reid CPAs M&A and investment
M&A and investmentM&A6 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Reid CPAs
What does Reid CPAs do?
Reid CPAs is a licensed, full-service public accounting firm delivering accounting, tax, audit and assurance, payroll, business management, M&A transaction advisory, family office, forensic and valuation, and insurance services to private and public companies and high-net-worth individuals. Engagements are delivered by partners and professional staff across 7+ offices in New York, South Carolina, and Florida under an alternative practice structure that separates attest (Reid CPAs, LLP) from tax and consulting (Reid Tax & Advisory Services, LLC).
Is Reid CPAs a public or private company?
Reid CPAs is a private company. It is classified as private equity controlled and is currently operating.
When was Reid CPAs founded?
Reid CPAs was founded in 1992. It employs 101 to 250 people.
Where is Reid CPAs based?
Reid CPAs is headquartered in New York, United States, in the North America region.
How does Reid CPAs make money?
Eight revenue lines are on record. Accounting Services are the primary driver. The others are tax Services, audit & Assurance, family Office Services, business Management & Consulting, insurance Services, payroll Services and forensic & Valuation.
Who are Reid CPAs's main competitors?
Broad incumbents on record are BDO USA and Crowe LLP. Direct peers are Marks Paneth, Baker Newman Noyes, PKF O'Connor Davies, Grassi & Co., WithumSmith+Brown (Withum), Sax LLP, Anchin, Block & Anchin and Citrin Cooperman.
Does Reid CPAs have an API?
No public API is recorded for Reid CPAs.
What industry is Reid CPAs in?
Reid CPAs's product category is Public Accounting and Advisory Services. Its primary akta.pro industry code is BPAHAOAK, Valuation & Purchase Price Allocation (Deal Valuation). Its NAICS code is 541211 and its SIC code is 6411.