G. T. Reilly & Company

What G. T. Reilly & Company does

G. T. Reilly & Company is an independent CPA and advisory firm founded in 1955 and headquartered in Milton, Massachusetts (Greater Boston). The firm provides professional services across four core practice areas: Audit & Assurance, Advisory & Consulting, Tax Services & Estate Planning (including Corporate Tax and Retirement Plan Audits as sub-services), and Outsourced Accounting Services. Its technology stack is industry-standard rather than proprietary, relying on QuickBooks (for client consulting/training), ProFx, and CCH Axcess for tax and accounting workflows; no in-house software platform or AI/ML capability is disclosed.

The firm serves four primary customer segments: privately held businesses (family-owned and entrepreneurial), financial institutions (community banks, credit unions, CUSOs, mortgage companies in southern New England), nonprofit organizations (independent schools, human services agencies, arts/culture and religious organizations, membership associations), and retirement plan sponsors. Its revenue model is professional services billing for engagements (audits, tax compliance, M&A/succession advisory, outsourced CFO/controller, forensic and litigation support) under quote-based engagements; pricing is not publicly disclosed.

GT Reilly generates revenue through direct client engagement — initial contact via website, phone (617.696.8900), or RFP, with directors personally responding to client inquiries — supplemented by content marketing (Business Advisor blog), email newsletters (segmented by Employee Benefits, Nonprofits, Tax, etc.), LinkedIn/Facebook presence, and campus recruiting events at Stonehill College, Bryant University, and Bridgewater State University. The firm is an independent member of Moore North America, Inc. and through it, Moore Global Network Limited, providing its clients with access to 547 (alternately cited as 563) affiliated offices across 113 (alternately 116) countries for cross-border engagements.

Name

G. T. Reilly & Company

Legal name

G. T. Reilly & Company

Website

https://gtreilly.com

Company type

Private

Founded year

1955

Operating status

Operating

Headcount range

11–50 employees

Short description

G. T. Reilly & Company is an independent CPA and advisory firm founded in 1955 in Milton, MA, serving privately held businesses, financial institutions, nonprofits, and retirement plan sponsors in southern New England with audit, tax, advisory, and outsourced accounting services.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

SIC

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

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Audit and assurance services
• Tax planning services
• Business advisory consulting
• Outsourced accounting services
• Estate planning services

Headquarters

HQ city

Milton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit & Assurance Services: Financial statement audits, compilations and reviews, HUD-regulated property audits, and agreed-upon procedures for financial institutions, privately held businesses, and nonprofit organizations.
2. Tax Services: Corporate tax services, individual tax services, international tax services, estate planning, and tax compliance for businesses, individuals, estates, and trusts.
3. Advisory & Consulting: Mergers & acquisitions planning, strategic planning, private equity investment consulting, exit & succession planning, litigation support, forensic services, and finance strategies.
4. Outsourced Accounting Services: Outsourced CFO and controller services, bookkeeping and accounting support, and QuickBooks consulting for business clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

G. T. Reilly & Company is an independent CPA and advisory firm providing Audit & Assurance Services (financial statement audits, compilations, reviews, HUD-regulated property audits), Tax Services & Estate Planning (corporate, individual, international tax, estate planning), Advisory & Consulting (M&A, succession planning, forensic services), and Outsourced Accounting Services (outsourced CFO/controller, bookkeeping, QuickBooks consulting) to privately held businesses, financial institutions, and nonprofit organizations primarily in southern New England.

Product overview

G.T. Reilly & Company is an independent CPA and advisory firm offering a unified suite of professional services including Audit & Assurance Services, Advisory & Consulting Services, Tax Services & Estate Planning, and Outsourced Accounting Services. The firm specializes in Corporate Tax Services and Retirement Plan Audits as key sub-service offerings. Services are tailored to privately held businesses, financial institutions, nonprofit organizations, and retirement plan sponsors. The firm is affiliated with Moore North America, providing access to services across North America and worldwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance Services Financial statement audits, compilations and reviews, HUD-regulated property audits, and agreed-upon procedures for financial institutions, privately held businesses, and nonprofit organizations, with recommendations for improving efficiency and profitability.
• Advisory & Consulting Services Merger & acquisition planning, strategic planning, private equity investment consulting, exit & succession planning, manufacturing advisory, tax strategies, litigation support, forensic services, and finance strategies for business owners and financial institutions.
• Tax Services & Estate Planning Corporate tax services, individual tax services, international tax services, estate planning, merger & acquisition consulting, and business exit & succession planning for businesses, individuals, estates, trusts, banks, and nonprofit organizations.
• Outsourced Accounting Services Outsourced CFO and controller services, outsourced finance services, bookkeeping and accounting support, and QuickBooks consulting and training for business clients.
• Corporate Tax Services Multi-state tax services, SALT, merger & acquisition tax strategy, specialty tax credits including energy, solar, R&D, COVID-related credits, workforce training, state and local tax incentives, tax planning for companies and owners, and IRS representation.
• Retirement Plan Audits ERISA plan audits, Department of Labor Form 5500 filings, liaison with third-party plan administrators, representation for IRS and DOL audits, 401(k) and 403(b) plan design review, nondiscrimination testing and corrective actions, and participant eligibility and compliance reviews.

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Moore North America, Inc. (MNA)coreStrategic or Co-development PartnerG.T. Reilly & Company is an independent member firm of Moore North America, Inc., which is itself a regional member of Moore Global Network Limited (MGNL). This affiliation provides access to high-quality accounting and advisory services across North America and worldwide, with 547 offices in 113 countries. Membership enables the firm to connect clients to Moore professionals for guidance on local regulations, laws, and policies when conducting business internationally.
• Moore Global Network Limited (MGNL)coreStrategic or Co-development PartnerAs a regional member of Moore Global Network Limited, GT Reilly connects to an international accounting and advisory family with extensive geographic reach. The relationship provides resources nationally and internationally to help U.S. clients conduct business abroad and foreign companies in U.S. endeavors.
• AICPAminorOthersAmerican Institute of Certified Public Accountants - professional membership organization for CPAs
• MassCPAsminorOthersMassachusetts Society of Certified Public Accountants - state professional membership organization

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• DiCicco, Gulman & Company: Boston-based regional CPA firm offering audit, tax, and advisory services to closely held businesses, nonprofits, and financial institutions — directly comparable in size, geography, and service mix to GT Reilly.
• Moody, Famiglietti & Andronico, LLP: Greater Boston regional CPA and advisory firm with a comparable mix of audit, tax, and outsourced accounting services for privately held businesses, nonprofits, and financial institutions.
• Alexander, Aronson, Finning & Co., P.C. New England-based CPA firm specializing in financial institutions, nonprofits, and closely held businesses — closely aligned with GT Reilly's vertical specialization and regional footprint.
• Anstiss & Co., P.C. Small New England CPA and advisory firm of comparable size, providing audit, tax, and consulting to privately held businesses, financial institutions, and nonprofit organizations.
• O'Connor & Drew, P.C. Massachusetts regional CPA firm of similar size providing audit, tax, and business advisory services to closely held businesses, nonprofits, and financial institutions across New England.
• BerryDunn: New England-headquartered CPA and advisory firm of comparable size serving similar mid-market, nonprofit, and financial institution clients; provides audit, tax, and consulting services that directly overlap with GT Reilly's offerings.

Broad incumbents

• WithumSmith+Brown, PC: Larger mid-Atlantic and national CPA/advisory firm with a meaningful New England presence; competes for the same community-bank, nonprofit, and closely held business engagements as GT Reilly but from a broader service portfolio.
• RSM US LLP: Global mid-market-focused CPA firm with a substantial Boston office; competes for community-bank, closely held business, and nonprofit audit and advisory engagements that GT Reilly targets.
• Marcum LLP: Top-15 national CPA firm with a strong New England practice serving mid-market businesses, financial institutions, and nonprofits — a direct competitor for larger engagements in GT Reilly's core segments.

Emerging players

• Pelletier & Co., CPA, P.C. Smaller New England CPA and advisory firm serving closely held businesses and nonprofit clients with audit, tax, and outsourced accounting services — overlapping niche with GT Reilly at the lower end of the market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/pages/GT-Reilly-Company/206205975570
• LinkedInlinkedin.com/company/g-t--reilly-&-company
• Xx.com/GTReillyCPAs

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 G. T. Reilly & Company