Lee and Crowley
Lee & Crowley is a Boston-based boutique CPA firm founded in 2017 that delivers audit, tax, retirement plan audit, and business advisory services to SMB and mid-market clients across seven industry verticals including construction, non-profit, hospitality, technology, and manufacturing.
- Company typePrivate
- Founded2017
- HeadquartersBoston, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Lee and Crowley does
Lee & Crowley is a Boston-based boutique CPA and business advisory firm founded in 2017 that delivers audit, review, compilation, corporate and individual tax preparation, retirement plan audits, and business advisory services to privately held businesses, non-profits, and high-net-worth individuals. The firm is structured around seven industry-specific practice areas — construction (primary), non-profit, retirement plan audits, hospitality, professional services, technology (pre-seed to Series D), and manufacturing/distribution — allowing it to embed vertical-specific tax, regulatory, and operational knowledge into client engagements. Service delivery is relationship-based and partner-led, with named partners (Christopher M. Lee, Mark D. Lee, James E. Keefe, Ryan A. Crowley) providing direct client contact in contrast to larger firms where staff-level accountants handle most work. The firm markets itself through content publishing (tax regulation blog), email newsletters, LinkedIn, and SEO-optimized practice area pages, and supports secure file exchange via a third-party client portal (ClientAxcess).
The firm generates revenue through professional services engagements priced on a quote basis determined by consultation, with no publicly disclosed pricing or subscription models. Its customer base spans SMB to mid-market clients across New England, including minority-owned businesses (CKM Construction) and mid-market manufacturing/distribution firms (Mechanical Insulation Design & Construction). The team comprises 1-10 employees, including four partners, a COO (Erin O'Connell, joined December 2024), an audit manager (Shannon Parrelli, joined November 2023), a director, additional managers, and senior staff — a leadership-heavy ratio reflecting the boutique, partner-involved delivery model. The firm is privately held as Lee & Crowley, LLC, with no external institutional investors, parent company, or disclosed funding rounds, and has no API, no proprietary technology products, and no AI/ML capabilities evident in the available data.
Lee and Crowley firmographics
Firmographics- Name
- Lee and Crowley
- Legal name
- Lee & Crowley, LLC
- Website
- https://leeandcrowley.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Lee & Crowley is a Boston-based boutique CPA firm founded in 2017 that delivers audit, tax, retirement plan audit, and business advisory services to SMB and mid-market clients across seven industry verticals including construction, non-profit, hospitality, technology, and manufacturing.
- Ownership category
- akta.pro rank
Lee and Crowley industry classification
Industry- Product category
- Accounting & Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industry
- Corporate Strategy Advisory (BPAHADAA)
Keywords
Where Lee and Crowley is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Lee and Crowley business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Audit Services: Audit, review, and compilation services for financial statements of privately held businesses, ensuring compliance with regulatory requirements and US GAAP/GAAS standards.
- Tax Preparation and Planning: Corporate and individual tax preparation and strategic tax planning services to minimize tax liabilities.
- Business Advisory Services: Business consulting services including financial reporting, operational reviews, employee benefit plans, and strategic planning.
- Retirement Plan Audits: Corporate retirement plan audits for 401K, 403B, and defined benefit plans.
Distribution channels2 records
Marketing channels4 records
Lee and Crowley product offering
Product offeringCore offering
Lee & Crowley is a full-service CPA and business advisory firm providing assurance (audits, reviews, compilations), corporate and individual tax preparation and planning, retirement plan audits, and strategic business advisory and consulting. Services are organized around industry-specific practice areas covering construction, non-profit organizations, hospitality, professional services, technology, and manufacturing/distribution.
Product overview
Lee & Crowley is a boutique, full-service CPA and business advisory firm offering a unified portfolio of assurance, tax, and business advisory services. The core service offerings include Audit Services, Review Services, Compilation Services, Corporate Tax Preparation, Individual Tax Preparation, and Tax Planning and Preparation. The firm also provides specialized Business Advisory Services for strategic planning and growth support. These services are organized around industry-specific practice areas including Construction, Hospitality, Non-profit Organizations, Professional Services, Technology Sector, Manufacturing and Distribution, and Retirement Plan Audits. The practice areas are supported by a team of CPAs and advisors with deep industry expertise.
Differentiator
Problem solved
Functional benefit
Products and services
- Audit Services
- Review Services
- Compilation Services
- Corporate Tax Preparation
- Individual Tax Preparation
- Tax Planning and Preparation
- Retirement Plan Audits
- Construction Industry Practice
- Non-profit Organization Practice
- Hospitality Industry Practice
- Professional Services Industry Practice
- Technology Industry Practice
- Manufacturing and Distribution Industry Practice
- Business Advisory Services
Companies that use Lee and Crowley
Customer profileNamed customers2 records
Segments8 records
Ideal customer profiles3 records
Lee and Crowley technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Lee and Crowley partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights4 records
Lee and Crowley competitors and assessment
Company assessmentDirect peers
- Citrin Cooperman: Mid-market boutique CPA and advisory firm serving privately held businesses across multiple verticals (construction, manufacturing, real estate, professional services). Closely comparable to Lee & Crowley in client profile, multi-vertical structure, and mid-market focus, though substantially larger and nationally distributed.
- Marcum LLP: Top-15 U.S. accounting and advisory firm serving mid-market clients with audit, tax, and business advisory services. Comparable to Lee & Crowley in service mix and target client (privately held, mid-market, construction-heavy) but at significantly larger scale and with national footprint including a Boston office.
- Anchin, Block & Leviton: Mid-market accounting and advisory firm focused on privately held businesses, construction, real estate, and professional services. Closely comparable in client segmentation and boutique positioning, though headquartered in NYC and larger in scale.
- Grassi & Co. Multi-vertical mid-market accounting and advisory firm serving construction, manufacturing, hospitality, nonprofit, and technology clients. Strongly comparable industry-vertical mix and target market to Lee & Crowley, with similar boutique positioning and partner-led model.
- Baker Newman Noyes: New England-based CPA and advisory firm providing audit, tax, and business advisory to privately held companies and nonprofits. Most directly comparable regional peer to Lee & Crowley given shared geography (New England/Massachusetts), similar client verticals, and comparable boutique size.
- PKF O'Connor Davies: Mid-market accounting and advisory firm with multi-vertical industry practices including construction, real estate, nonprofits, and professional services. Comparable to Lee & Crowley in service breadth, mid-market targeting, and partner-led structure.
Broad incumbents
- Withum: Top-25 U.S. accounting and advisory firm serving mid-market and emerging-company clients with deep industry specializations. Overlaps with Lee & Crowley's vertical mix (construction, hospitality, tech, manufacturing) but operates at significantly larger scale nationally.
- BDO USA: Top-5 global accounting network with a Boston office serving mid-market and large privately held businesses. Comparable to Lee & Crowley in service mix (audit, tax, advisory) and target verticals, but at national scale with institutional positioning.
- RSM US: Leading mid-market accounting and advisory firm with national footprint including Boston. Strongly comparable target market (mid-market privately held companies) and service portfolio (audit, tax, business consulting), particularly relevant as Lee & Crowley grows.
- KPMG (Boston): Big 4 accounting firm with substantial Boston presence serving mid-market, enterprise, and technology clients. Comparable in service breadth (audit, tax, advisory) and Boston geography, but competes for very different segments of the market.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Lee and Crowley social profiles
Digital presenceLee and Crowley financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lee and Crowley leadership team
Management profileNumber of profiles
Profiles9 records
Lee and Crowley funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lee and Crowley M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lee and Crowley
What does Lee and Crowley do?
Lee & Crowley is a full-service CPA and business advisory firm providing assurance (audits, reviews, compilations), corporate and individual tax preparation and planning, retirement plan audits, and strategic business advisory and consulting. Services are organized around industry-specific practice areas covering construction, non-profit organizations, hospitality, professional services, technology, and manufacturing/distribution.
Is Lee and Crowley a public or private company?
Lee and Crowley is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lee and Crowley founded?
Lee and Crowley was founded in 2017. It employs 1 to 10 people.
Where is Lee and Crowley based?
Lee and Crowley is headquartered in Boston, United States, in the North America region.
How does Lee and Crowley make money?
Four revenue lines are on record. Audit Services are the primary driver. The others are tax Preparation and Planning, business Advisory Services and retirement Plan Audits.
Who are Lee and Crowley's main competitors?
Direct peers on record are Citrin Cooperman, Marcum LLP, Anchin, Block & Leviton, Grassi & Co., Baker Newman Noyes and PKF O'Connor Davies. Broad incumbents are Withum, BDO USA, RSM US and KPMG (Boston).
Does Lee and Crowley have an API?
No public API is recorded for Lee and Crowley.
What industry is Lee and Crowley in?
Lee and Crowley's product category is Accounting & Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of BPAHADAA, Corporate Strategy Advisory. Its NAICS code is 541211 and its SIC code is 8700.