Johnson O'Connor

What Johnson O'Connor does

Johnson O'Connor Feron & Carucci LLP is a privately held, mid-sized certified public accounting firm headquartered in Wakefield, Massachusetts, tracing its origins to 1945 when Russell S. Cary opened a local tax practice serving small businesses and nonprofits. The firm currently operates with approximately 99 staff and 12 partners, organized around ten service lines: Accounting & Bookkeeping, Audit & Assurance, Business & Nonprofit Tax, Employee Benefit Plan Audits, Individuals/Trusts & Estates Tax, International Tax, Retirement Plan Services, State & Local Tax, Transactional Services, and Wealth Management (delivered through a partnership with SFP Wealth).

The firm serves six defined verticals, Construction, Medical & Dental, Nonprofit, Owner Managed Businesses, Professional Services, and Real Estate, with dedicated partner-led practices in each. Its technology stack is conventional for the sector: QuickBooks expertise for client accounting, document-management and client-collaboration tools (Suralink, Axcess Portal, Client Collaboration Hub), Constant Contact for email marketing, and AGN International affiliation for international referral reach. No proprietary technology platform, AI capabilities, or differentiated software product is disclosed.

Johnson O'Connor generates revenue through fee-for-service professional engagements billed on a project or recurring basis, primarily across the New England region and Greater Boston. Distribution is direct, via partner-led relationships and referrals rather than indirect channels. The firm is partner-owned with no venture capital, private equity, or institutional investment; it has grown organically since founding and currently employs a 'work from anywhere' policy alongside active community involvement and a relatively diverse leadership composition (40% female senior leadership, 55% female staff).

Name

Johnson O'Connor

Legal name

Johnson O'Connor Feron & Carucci LLP

Website

https://johnsonoconnor.com

Company type

Private

Founded year

1945

Operating status

Operating

Headcount range

101–250 employees

Short description

Johnson O'Connor Feron & Carucci LLP is a privately held, mid-sized CPA firm in Wakefield, Massachusetts, founded in 1945. It delivers accounting, audit, tax, and advisory services across six New England-focused verticals with approximately 99 staff and 12 partners.

Ownership category

akta.pro rank

Product category

Accounting & Auditing Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Accounting services
• Audit and assurance
• Tax preparation
• Business advisory
• Bookkeeping services

Headquarters

HQ city

Wakefield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Fee-for-service professional services including accounting, bookkeeping, audit and assurance, tax preparation and planning, retirement plan services, and business consulting. Revenue is generated through professional service engagements billed to clients on a project or recurring basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Johnson O'Connor is a certified public accounting firm offering comprehensive professional accounting, auditing, tax, and business advisory services. The firm provides Accounting & Bookkeeping, Audit & Assurance, Business & Nonprofit Tax, Employee Benefit Plan Audits, Individual/Trust/Estate Tax, International Tax, Retirement Plan Services, State & Local Tax, Transactional Services, and Wealth Management (via partnership with SFP Wealth) to clients throughout New England.

Product overview

Johnson O'Connor is a certified public accounting firm offering a comprehensive suite of professional accounting and advisory services. The firm operates as a single integrated service model rather than a modular software platform, providing Accounting & Bookkeeping, Audit & Assurance, Business & Nonprofit Tax, Employee Benefit Plan Audits, Individuals/Trusts & Estates Tax, International Tax, Retirement Plan Services, State & Local Tax, Transactional Services, and Wealth Management (via partnership with SFP Wealth). The services are delivered by CPAs and professionals who provide personalized, relationship-based accounting and tax advisory to clients throughout New England.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Bookkeeping Comprehensive bookkeeping and accounting services including day-to-day operations management, write-up services, outsourced CFO services, financial reporting, and internal controls establishment for businesses throughout New England.
• Audit & Assurance Audit, review, compilation, and financial statement preparation services along with employee benefit plan audits and agreed-upon procedures for businesses, nonprofits, and benefit plans.
• Business & Nonprofit Tax Tax planning and preparation services for businesses and nonprofit organizations including corporation and partnership tax, multistate tax, and IRS representation.
• Employee Benefit Plan Audits Specialized auditing services for employee benefit plans including 401(k), 403(b), defined benefit pension plans, and cash balance plans under ERISA compliance.
• Individuals, Trusts & Estates Tax Personal tax planning, preparation, and consulting services along with estate and trust tax planning for individuals and families.
• International Tax International tax compliance and consulting services including FBAR preparation, expatriate taxation, and cross-border transaction planning.
• Retirement Plan Services Comprehensive retirement plan administration including plan design, compliance, Form 5500 preparation, and defined benefit and cash balance plan management.
• State & Local Tax

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

Five partnerships are on record, tiered core and minor.

• SFP WealthcoreStrategic or Co-development PartnerJohnson O'Connor has partnered with SFP Wealth, an independent financial services firm that provides wealth management services. SFP Wealth financial planners help clients craft comprehensive plans reflecting their priorities, protecting their family, and evolving with them. Services include financial planning, investment management, and retirement income planning.
• AGN InternationalminorOthersJohnson O'Connor is a member of AGN International, a global association of independent accounting and business advisory firms. The logo is displayed on their website indicating membership in this professional network.
• MML Investors ServicescoreOthersSecurities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SPIC. OSJ located at 1 Marina Park Drive, 16th Floor, Boston, MA 02210.
• Providers' CouncilminorOthersAssociate member of the Providers' Council, a nonprofit industry association supporting healthcare and human service organizations.
• Massachusetts Nonprofit NetworkminorOthersAffiliate member of the Massachusetts Nonprofit Network, supporting and representing nonprofit organizations in Massachusetts.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Baker Newman Noyes: Mid-sized New England CPA firm headquartered in Portland, ME with similar multi-vertical practice (nonprofit, healthcare, construction, real estate) and comparable partner-led service model serving middle-market clients across the region.
• AAFCPAs: Massachusetts-based CPA firm offering accounting, audit, tax, and advisory services to nonprofit, healthcare, and professional services clients — overlapping verticals and similar mid-market positioning to Johnson O'Connor.
• Feeley & Driscoll, P.C. Boston-area CPA firm providing audit, tax, and advisory services to closely held businesses, nonprofits, and professional service firms across New England with a comparable partnership structure and service mix.
• DiCicco, Gulman & Company: Massachusetts-based CPA firm offering accounting, audit, tax, and business advisory to closely held businesses, nonprofits, and healthcare organizations — directly comparable in size, geography, and service mix.
• Gray, Gray & Gray, LLP: Greater Boston CPA firm specializing in audit, tax, and advisory for construction, real estate, manufacturing, and professional service firms — sharing Johnson O'Connor's construction and real estate vertical focus.
• Anstiss & Co., P.C. New England-based CPA firm providing tax, audit, and business advisory to closely held businesses and nonprofit organizations with a comparable partnership-led, relationship-driven model.

Broad incumbents

• PKF O'Connor Davies: Larger multi-office Northeast accounting and advisory firm providing full-service accounting, tax, and advisory to mid-market clients including nonprofit and construction — competing with Johnson O'Connor but at a broader geographic scale.
• WithumSmith+Brown, PC: Large East Coast accounting and advisory firm with a comparable full-service offering including tax, audit, and outsourced accounting; competes for mid-market New England clients but operates at a national scale.
• Marcum LLP: Top-15 national accounting firm with strong Northeast presence offering audit, tax, advisory, and technology services to middle-market clients — overlaps with Johnson O'Connor in nonprofit, construction, and professional services verticals.

Others

• SFP Wealth: Independent wealth management partner of Johnson O'Connor providing financial planning, investment management, and retirement income planning — represents the firm's referral-based wealth management offering rather than a competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/JOFCLLP
• LinkedInlinkedin.com/company/1529180
• Instagraminstagram.com/johnson_oconnor
• Xx.com/jofc_llp

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Johnson O'Connor