CBD

What CBD does

CBD is a privately held certified public accounting firm founded in 1988 and based in North Andover, Massachusetts, United States. The firm provides business, financial and client accounting services, tax and financial due diligence, estate planning, and individual tax preparation, serving a mix of business clients and individual taxpayers in the U.S. market. With an estimated headcount of 11-50 employees, it operates as a small, established professional-services practice.

The firm was established by three co-founders and partners—Robert Cowan, Jerry Bolduc, and Stephen Doherty—indicating a partner-led, owner-operated structure typical of regional accounting practices. No external funding, parent company, or subsidiary relationships are disclosed in the available data, consistent with a self-funded partnership.

The input data contains no information on proprietary technology, platform architecture, pricing models, named customers, or go-to-market motion. Revenue mechanics are undisclosed, though the firm's service mix (recurring accounting, tax preparation, advisory engagements) implies a fee-for-service model billed to businesses and individuals. Overall, the available evidence supports only a basic profile of a long-standing regional CPA firm with a traditional professional-services model.

Name

CBD

Website

https://cbdcpa.com

Company type

Private

Founded year

1988

Headcount range

11–50 employees

Short description

CBD is a North Andover, Massachusetts CPA firm founded in 1988, providing business and client accounting, financial and tax due diligence, estate planning, and individual tax preparation services to businesses and individual taxpayers in the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

North Andover

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Core offering

CBD is a CPA firm providing business, financial and client accounting services, tax due diligence, estate planning, and individual tax preparation. The firm was founded in 1988 and operates with 11–50 employees out of North Andover, Massachusetts, serving both business clients and individuals through partner-led engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Accounting Services Accounting services for businesses, covering business financial accounting needs. Targeted at business owners and organizations requiring CPA-level accounting support.
• Client Accounting Services Ongoing client accounting support provided to business clients, covering day-to-day accounting functions and financial recordkeeping. Targeted at businesses outsourcing their accounting functions to a CPA firm.
• Tax Due Diligence Tax due diligence engagements for transactions and business situations requiring independent tax review. Targeted at businesses, acquirers, and investors needing CPA-led tax due diligence.
• Estate Planning Estate planning advisory services for individuals requiring personal wealth and estate structuring guidance. Targeted at individuals and families needing CPA-supported estate planning.
• Individual Tax Preparation Personal tax return preparation services for individual taxpayers. Targeted at individual clients needing CPA-prepared tax filings.

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• CLA (CliftonLarsonAllen): Top-10 US accounting firm serving private middle-market businesses with tax, assurance, advisory, and wealth services — broad incumbent overlap with CBD's middle-market client base.
• BDO USA: Top-5 global accounting network with extensive US tax, audit, and private-client services — broader incumbent that competes for the same privately-held business and HNW clients as CBD.
• Marcum LLP: Top-15 US accounting firm providing tax, audit, advisory, and wealth services to mid-market companies and individuals — broader incumbent that competes with CBD for high-net-worth and middle-market clients in the Northeast.

Direct peers

• Withum: Mid-market US accounting and advisory firm with strong private-company and high-net-worth practices — comparable in service mix and target client profile to CBD.
• DiCicco, Gulman & Company LLP: Boston-based CPA and advisory firm serving closely held businesses and high-net-worth individuals with tax, audit, wealth, and advisory services — directly comparable mid-size regional peer.
• Moody, Famiglietti & Andronico: Greater Boston-area CPA firm providing accounting, tax, and advisory to privately held businesses and individuals — directly comparable regional peer to CBD in scale and service profile.
• Feeley & Driscoll, P.C. Woburn, MA CPA firm providing accounting, tax, audit and advisory to mid-market businesses and nonprofits in Greater Boston — comparable in scale, geography, and service mix to CBD.
• Anvil CPAs: PE-backed roll-up platform focused on acquiring small/mid-market CPA firms and providing them with shared back-office, technology, and growth resources — relevant as a consolidator that could either compete with or partner with CBD.
• PKF O'Connor Davies: Top-20 US accounting and advisory firm serving privately held businesses, individuals, and family offices with tax, audit, and advisory — comparable mid-tier regional CPA with similar client mix.
• Gray, Gray & Gray: Lynnfield, MA-based CPA firm of similar size serving closely held businesses and individuals with accounting, tax, and advisory services — directly comparable regional New England peer to CBD.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 CBD