Clairmont, Paciello & Co.

Name

Clairmont, Paciello & Co.

Legal name

Clairmont, Paciello & Co., PC

Website

https://cpcfinancial.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

11–50 employees

Short description

Clairmont, Paciello & Co., PC is a privately held regional financial services firm in King of Prussia, Pennsylvania, founded in 1975, providing accounting, tax, financial planning, employee benefits, and management advisory services to businesses and individuals in the Philadelphia and Lehigh Valley areas.

Ownership category

akta.pro rank

Headquarters

HQ city

King Of Prussia

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. Accounting & Audit Services: Professional accounting and audit services for businesses ranging from sole proprietors to large closely-held corporations, including FAR audits for government contractors.
2. Tax Services: Tax preparation, planning, and compliance services for individuals and businesses, including tax research articles and proactive year-end planning resources.
3. Financial Planning: Comprehensive financial planning services through CPC Financial Planning, Inc., encompassing investment, retirement, estate, education and asset protection planning.
4. Employee Benefits & Insurance: Employee benefit plan design, installation, qualification, administration, and a wide range of insurance programs for businesses and individuals.
5. Management Advisory Services: Business valuation, buy/sell agreements, succession planning, business planning, and executive compensation consulting services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Clairmont, Paciello & Co., PC is a regional financial services firm that delivers accounting and audit, tax preparation and planning, financial planning, employee benefits and insurance, and management advisory services to businesses ranging from sole proprietors to large closely-held corporations, as well as individuals and estates in the Philadelphia area and Lehigh Valley of Pennsylvania. Services are delivered through professional staff including CPAs, CFPs, CVAs, MBAs, and ChFCs, with industry specialization across healthcare, legal, real estate, technology, manufacturing, construction, wholesale, and non-profit sectors.

Product overview

Clairmont, Paciello & Co., PC is a mid-sized regional financial services firm providing a comprehensive suite of financial services for businesses and individuals since 1975. The firm operates through its core service lines—Financial Planning (via CPC Financial Planning, Inc.), Employee Benefits & Insurance Programs, Management Advisory Services, Tax Services, and Accounting & Audit—supplemented by educational tools including Financial Calculators, a Learning Center with research articles, a Tax Library, Newsletter Resources, and Video Library. The firm also offers specialized services such as Business Valuations and FAR Audits for specific industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Comprehensive financial planning services including investment planning, retirement planning, estate planning, education planning, and risk management, delivered through the affiliated company CPC Financial Planning, Inc. for individuals and estates.
• Employee Benefits and Insurance Programs Plan evaluation, design, installation, and administration for pension, profit-sharing, 401(k), 403(b), and SEP plans; employee benefit plan audits; trust accounting; and insurance vehicle selection including life, disability, long-term care, and key person insurance for businesses and individuals.
• Management Advisory Services Business consulting including valuations, buy/sell agreements, merger/acquisition consultation, succession planning, business planning, executive compensation, and financing assistance for closely-held businesses.
• Tax Services Tax planning and preparation services for individuals and businesses, including tax return preparation and proactive year-end tax planning strategies.
• Accounting and Audit Services Audit and accounting services for businesses including bookkeeping, financial statement preparation, audit services, and FAR audits for government contractors.
• Business Valuations Business valuation services for purchases, sales, estates, or disputes.
• FAR Audits Federal Acquisition Regulation (FAR) audit services, particularly relevant for engineers and architects calculating overhead in compliance with FAR requirements.

Named customers8 records

Segments10 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• QuickFeesupportingTechnology or IntegrationQuickFee provides secure online payment processing for the firm, offering ACH, credit card payments, and installment payment plans (3, 6, 9, or 12 months) to help clients manage invoice payments.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Grassi & Co. Larger multi-disciplinary accounting, tax, and advisory firm serving middle-market and emerging businesses across industries; overlaps with Clairmont Paciello on closely-held business clients but operates at greater scale with a wider geographic footprint.
• Marks Paneth: NYC-headquartered accounting firm serving closely-held businesses, real estate, professional services, and not-for-profits with audit, tax, and advisory services—comparable vertical focus but at a larger scale than Clairmont Paciello.
• Anchin, Block & Anchin: NYC-based mid-to-large accounting and advisory firm serving closely-held businesses, real estate, and high-net-worth individuals—directly comparable service lines and client types, but with significantly broader resources and reach.

Direct peers

• Sax LLP: Top-100 accounting and advisory firm based in Parsippany, NJ serving closely-held businesses, not-for-profits, and individuals with tax, audit, and wealth advisory—comparable in mid-market footprint and service breadth.
• Friedman LLP: Mid-market accounting and advisory firm with offices including Philadelphia; serves closely-held businesses across industries including manufacturing, real estate, and professional services—highly comparable to Clairmont, Paciello's vertical mix.
• Kreischer Miller: Mid-sized CPA and business advisory firm headquartered in Horsham, PA, serving closely-held businesses and high-net-worth individuals across the Philadelphia metro—directly comparable in size, geography, and service mix (audit, tax, advisory, wealth management).
• Wiss & Company: New Jersey-based mid-market CPA firm serving privately held businesses and individuals with audit, tax, and advisory services—comparable in scale and the closely-held business client focus that defines Clairmont, Paciello's core segment.
• Bederson LLC: Regional CPA and advisory firm in West Orange, NJ providing tax, audit, accounting, and wealth advisory services to closely-held businesses and individuals—comparable mid-market positioning and multi-disciplinary offering.

Others

• LPL Financial: Independent broker-dealer and RIA platform that CPC Financial Planning, Inc. appears to use for investment/retirement product execution; comparable as the infrastructure enabling the firm's financial planning revenue stream rather than a direct competitor for CPA services.

Regional players

• RKL (Reinsel Kuntz Lesher): Pennsylvania-headquartered accounting, tax, and business advisory firm with strong mid-market and closely-held business focus; comparable service mix and PA regional footprint, with a slightly different core geography (Central PA vs. Greater Philadelphia/Lehigh Valley).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/388181
• Facebookfacebook.com/CPCFinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

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 Clairmont, Paciello & Co.