RMG

What RMG does

RMG CPA LLC is a privately held, full-service certified public accounting firm headquartered at 354 Eisenhower Parkway, Suite 2950, in Livingston, New Jersey, serving businesses and individuals across eight industry verticals — with construction designated as its primary specialization. The firm operates three integrated service lines: Assurance Services (audits, reviews, compilations, and agreed-upon procedures), Tax Services (strategic tax planning and compliance for corporations, partnerships, and high-net-worth individuals), and Advisory Services (outsourced CFO, client accounting, M&A consulting, and financial forecasting). Its go-to-market is sales-led and consultation-driven, generating leads through direct outreach, professional referrals, twelve trade and professional association memberships, and a website contact funnel that promises a one-business-day response.

Beyond its core CPA work, RMG differentiates by positioning sector-specific expertise — covering Construction, Hospitality, Manufacturing & Distribution, Pharmaceutical, Professional Services, Real Estate, Transportation & Logistics, and Waste Management — combined with what it describes as "boutique-firm attention" relative to larger national firms. The firm markets itself as "More than CPAs, Strategic Partners," emphasizing proactive, year-round advisory engagement over purely transactional compliance delivery. Pricing is quote-based per engagement with no publicly disclosed rate cards, and revenue is generated through professional services fees across assurance, tax, and advisory engagements, with advisory producing some recurring retainer exposure.

Operationally, RMG has 11-50 employees, maintains a single New Jersey office, and discloses no proprietary technology platforms, AI/ML capabilities, APIs, or digital product channels. The firm is independently owned with no disclosed parent company, institutional investors, or private equity backing. Its core commercial assets are practitioner expertise, industry-vertical trade association memberships, and a regional New Jersey market presence rather than any technology stack or data asset.

Name

RMG

Legal name

RMG CPA LLC

Website

https://rmgnj.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

RMG CPA LLC is a Livingston, New Jersey-based full-service CPA firm offering assurance, tax, and advisory services to businesses and individuals across eight industry verticals, with construction as its primary specialization.

Ownership category

akta.pro rank

Headquarters

HQ city

Parsippany

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\u0026D

Revenue model

1. Assurance Services: Audit, review, compilation, and agreed-upon procedures services that provide stakeholder trust and financial insights. Revenue is generated on a project basis for individual engagements.
2. Tax Services: Strategic tax planning and compliance for corporations, partnerships, and high-net-worth individuals. Revenue generated through annual and periodic tax engagement fees.
3. Advisory Services: Outsourced CFO services, client accounting services, M&A consulting, and financial forecasting. These ongoing advisory relationships generate recurring revenue through retainer or project-based arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

RMG CPA LLC is a full-service CPA firm providing assurance, tax, and advisory services to businesses and high-net-worth individuals across multiple industries. The firm delivers audits, reviews, compilations, strategic tax planning and compliance, outsourced CFO services, client accounting, M&A consulting, and financial forecasting from its Livingston, NJ headquarters.

Product overview

RMG CPA LLC is a full-service accounting firm offering three integrated service lines: Assurance Services (audits, reviews, compilations, and agreed-upon procedures), Tax Services (strategic tax planning and compliance for corporations, partnerships, and high-net-worth individuals), and Advisory Services (outsourced CFO services, client accounting services, M&A consulting, and financial forecasting). The firm serves multiple industries including Construction, Hospitality, Manufacturing & Distribution, Pharmaceutical, Professional Services, Real Estate, Transportation & Logistics, and Waste Management.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Audits, reviews, compilations, and agreed-upon procedures that build stakeholder trust and provide critical insights into financial health for businesses requiring financial statement assurance.
• Tax Services Strategic tax planning and compliance for corporations, partnerships, and high-net-worth individuals, delivered as annual and periodic tax engagements.
• Advisory Services Outsourced CFO services, client accounting services, M&A consulting, and financial forecasting, functioning as a strategic partner during pivotal growth moments for business clients.

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core, strategic and minor.

• New Jersey Society of CPAscoreOthersProfessional membership organization for CPAs in New Jersey. RMG CPA LLC maintains membership demonstrating commitment to the local accounting profession and access to state-specific resources and networking.
• American Institute of CPAscoreOthersNational professional organization for certified public accountants. Membership provides access to national standards, continuing education, and professional development resources.
• National Association of Tax ProfessionalscoreOthersProfessional association dedicated to tax professionals. Membership supports the firm's tax planning and compliance service delivery through resources and training.
• Associated Construction Contractors of NJstrategicOthersTrade association for construction contractors in New Jersey. This membership aligns with the firm's construction industry vertical specialization and provides networking within the construction sector.
• Construction Financial Management AssociationstrategicOthersProfessional organization for construction financial professionals. Membership supports the firm's construction industry expertise and connects the firm with construction financial management professionals.
• Utility & Transportation Contractors AssociationstrategicOthersTrade association serving utility and transportation construction contractors in New Jersey. Membership aligns with the firm's transportation and logistics industry vertical.
• Surety Association of New JerseystrategicOthersAssociation supporting surety and fidelity professionals in New Jersey. Relevant to serving construction clients with surety bonding requirements.
• Construction Contractors AssociationstrategicOthersTrade association representing construction contractors. Membership supports the firm's construction industry vertical specialization.
• National Utility Contractors AssociationstrategicOthersNational trade association for utility contractors. Supports the firm's service to transportation, logistics, and utility construction industry segments.
• New Jersey Food CouncilminorOthersTrade association representing food industry businesses in New Jersey. May support potential expansion into food industry client segments.
• Building Trades Employers' AssociationminorOthersAssociation representing building trades employers in New York. May support service to construction industry employers in the broader metro area.
• Construction Roundtable of New JerseystrategicOthersPeer organization for construction industry professionals in New Jersey. Membership supports networking and industry knowledge within the construction vertical.

Recent moves6 records

Expansion highlights4 records

Emerging players

• B2B CFO Partners: National network of fractional CFO advisors serving mid-market and small businesses — overlapping with RMG's outsourced CFO and advisory service line though with a partner-network model rather than a single-firm delivery structure.

Broad incumbents

• Marcum LLP: Top-10 national accounting firm with a major NJ presence (offices in Roseland and elsewhere) offering audit, tax, advisory, and consulting. Competitor for larger mid-market clients in the same NJ geography.
• PKF O'Connor Davies, LLP: Top-25 U.S. accounting firm with significant NJ presence offering tax, audit, advisory, and specialty services to mid-market and closely-held businesses. Larger incumbent competing for the same NJ clients.

Direct peers

• WithumSmith+Brown, PC: Top-30 U.S. accounting firm with deep NJ presence (Princeton/New Brunswick), offering full-service tax, audit, and advisory to mid-market and industries including construction and real estate. Larger but directly comparable in NJ market.
• Bowman & Company LLP: Mid-size NJ-based CPA firm providing audit, tax, and consulting services to governmental, nonprofit, and commercial clients. Comparable as a regional NJ full-service firm targeting similar mid-market segments.
• Friedman LLP: Mid-size full-service accounting firm headquartered in NJ/NY with tax, audit, and advisory services to mid-market and construction industry clients. Comparable scope and industry overlap (especially construction).
• Bederson LLP: Mid-size NJ-based CPA and advisory firm offering tax, audit, accounting, and business advisory services to closely-held businesses. Comparable in size, geography, and service mix.
• WilkinGuttenplan: Mid-size NJ/NY CPA firm providing tax, audit, and advisory services to closely-held businesses and high-net-worth individuals. Comparable in size, regional focus, and full-service CPA offering.
• Sobel & Co. LLC: Livingston, NJ-based CPA and advisory firm serving mid-market and entrepreneurial clients. Direct neighbor and competitor in the same NJ regional accounting market with comparable service mix.
• Wiss & Company LLP: New Jersey-based full-service CPA firm offering audit, tax, and advisory services to mid-market businesses. Closely comparable as a regional NJ competitor with similar boutique positioning and industry-focused service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/rmgnj

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 RMG