Cavanaugh & Co

What Cavanaugh & Co does

Cavanaugh & Co, LLP is a privately held regional certified public accounting firm headquartered in Sarasota, Florida, founded in 1974. The firm operates two offices in Sarasota and Venice, serving individuals, families, small-to-mid-size businesses, nonprofit organizations, and condominium/homeowner associations across the Greater Sarasota and Venice communities of Florida. Its core service portfolio spans six lines: tax services, assurance solutions, small business accounting, family financial services, estate planning, and wealth management, supported by client-facing digital tools including a tax portal, assurance portal, and payment portal.

The firm's revenue model is engagement-based professional services billing, with all six service lines priced per scope and complexity rather than through standardized tiers. Distribution is direct through the two Florida offices, supplemented by secure client portals for document exchange and ongoing communication. GTM motion is sales-led and relationship-driven, relying on community presence, chamber memberships across Sarasota, Manatee, Venice, and the Better Business Bureau, professional referrals, and inbound website and phone inquiries.

Cavanaugh & Co is a member of the BDO Alliance USA, a network of over 200 independent accounting firms that provides access to technical resources, training, and support desks, enabling the firm to address complex client questions that exceed its standalone scale. The technology stack is standard accounting and auditing software with secure client portal infrastructure; no proprietary technology, AI/ML capabilities, or API products are disclosed. The firm was recognized as the best service firm to work for in Sarasota and Manatee counties and offers a 100% medical/dental benefits package with profit-sharing and 200 hours PTO to support talent retention.

Name

Cavanaugh & Co

Legal name

Cavanaugh & Co, LLP

Website

https://cavcocpa.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Short description

Cavanaugh & Co is a Sarasota, Florida-based CPA firm founded in 1974 providing tax, audit, accounting, estate planning, and wealth management services to individuals, small businesses, nonprofits, and homeowner associations across the Greater Sarasota and Venice communities.

Ownership category

akta.pro rank

Headquarters

HQ city

Sarasota

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Year-round tax preparation, planning, and compliance services for individuals and businesses, including corporate tax, pass-through entity tax, and international tax matters.
2. Assurance Solutions: Audit and assurance services for financial statements, providing independent verification and validation of financial information.
3. Small Business Accounting: Outsourced accounting and bookkeeping services for small businesses, including financial statement preparation and management advisory.
4. Family Financial Services: Comprehensive financial planning services for families including cash management, bill payments, investment relations, and estate considerations.
5. Estate Planning: Planning services to protect family assets, interests, and dreams across generations.
6. Wealth Management: Financial and tax decision-making guidance to help clients build and preserve wealth.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Cavanaugh & Co is a regional certified public accounting firm providing professional financial services to individuals, businesses, nonprofits, and homeowner associations. The firm delivers year-round tax planning and preparation, audit and assurance solutions, outsourced small-business accounting and bookkeeping, estate planning, family financial services, and wealth management. Services are rendered by certified professionals and supported by secure client portals for document exchange and online payments.

Product overview

Cavanaugh & Co is a regional certified public accounting firm providing professional services since 1974. The firm operates as a single unified offering of interconnected financial services rather than a platform-plus-modules architecture. The core portfolio consists of six primary service lines: Tax Services, Assurance Solutions, Small Business Accounting, Family Financial Services, Estate Planning, and Wealth Management. These services are supported by client-facing digital tools including a Tax Client Portal, Assurance Client Portal, and Client Payment Portal. The firm serves individuals, businesses, nonprofit organizations, and Condominium/Homeowner Associations in the Sarasota, Manatee, and Venice communities of Florida.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services
• Assurance Solutions
• Small Business Accounting
• Family Financial Services
• Estate Planning
• Wealth Management
• Client Tax Portal
• Client Assurance Portal
• Client Payment Portal

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• BDO Alliance USAcoreStrategic or Co-development PartnerCavanaugh & Co is a proud member of the BDO Alliance USA, an organization of over 200 accounting firms across the country. Membership provides access to BDO's technical resources, training opportunities, and support desks that help the firm address complex client questions. The alliance connects the firm to the broader BDO USA and BDO International network.
• Manatee Chamber of CommerceminorGTM or Marketing PartnerBusiness chamber membership providing networking opportunities and community engagement within Manatee County.
• Sarasota Chamber of CommerceminorGTM or Marketing PartnerBusiness chamber membership providing networking and community presence in Sarasota.
• Venice Chamber of CommerceminorGTM or Marketing PartnerBusiness chamber membership supporting presence in the Venice market.
• Better Business Bureau (BBB) - SarasotaminorGTM or Marketing PartnerBBB accreditation providing credibility and trust signaling to local consumers.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Withum: Mid-Atlantic and Southeast regional CPA and advisory firm serving closely held businesses, nonprofits, and HNW individuals. Highly comparable in service line breadth, mid-market client segment, and multi-vertical specialization.
• Cherry Bekaert: Mid-market CPA and advisory firm offering tax, audit, and wealth management services across the Southeast US. Closely comparable in service mix, client segment focus (SMBs, HNWs, nonprofits), and relationship-driven regional delivery model.
• Rehmann: Mid-market CPA and advisory firm based in the Midwest with Southeast expansion, offering tax, audit, wealth management, and advisory services. Comparable in service breadth and relationship-led client engagement model.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm providing tax, audit, advisory, and wealth management to middle-market clients. Comparable in service breadth, mid-market focus, and integrated local-firm-plus-national-network delivery model similar to Cavanaugh's BDO Alliance approach.
• Warren Averett: Southeast-based CPA and advisory firm serving businesses, nonprofits, and HNW individuals with tax, audit, wealth management, and advisory services. Comparable in service portfolio, regional delivery model, and mid-market client emphasis.
• Mauldin & Jenkins: Southeast regional CPA firm offering tax, audit, advisory, and consulting to closely held businesses, government entities, and nonprofits. Comparable in regional concentration, mid-market focus, and service-line breadth.

Broad incumbents

• CBIZ: National business advisory provider offering accounting, tax, and financial advisory to SMBs and mid-market clients. Comparable in tax, accounting, and advisory service offerings but operates at significantly larger scale.
• BDO USA: Top-5 global accounting network whose BDO Alliance USA program includes Cavanaugh. Cavanaugh's clients benefit from BDO technical resources, making BDO the anchor 'big firm' analogue within the same service ecosystem.
• Marcum LLP: Top-15 US accounting firm serving middle-market businesses, nonprofits, and HNW individuals. Comparable in service portfolio and target segments, but materially larger scale and broader geographic footprint.

Regional players

• Kerkering, Barberio & Co. Regional CPA firm headquartered in Sarasota, FL, providing tax, audit, and advisory services to businesses, individuals, and nonprofits in the Gulf Coast market. Direct local competitor serving the same Sarasota geography.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CavanaughandCoLLP
• LinkedInlinkedin.com/company/cavanaugh-co

Revenue estimate

Valuation estimate

Number of profiles

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 Cavanaugh & Co