J.M. O'Brien & Company

What J.M. O'Brien & Company does

J.M. O'Brien & Company is a Western Massachusetts professional services firm that provided accounting, auditing, taxation, estate planning, and business consulting services, founded in 1991 and based in Springfield, MA with 11-50 employees. In 2025, the firm was acquired by and integrated into Meyers Brothers Kalicka, P.C. (MBK), a Holyoke-based CPA firm founded in 1948 that operates as a Top 15 Accounting Firm in New England with 55 experienced professionals. Following the integration, the combined entity operates from MBK's headquarters at 330 Whitney Ave. Suite 800, Holyoke, MA, serving clients throughout the Pioneer Valley region.

The combined firm's service portfolio spans assurance (audit, review, and compilation), taxation (compliance and planning), business valuation and financial forensics, employee benefit plan audits, succession planning, and management advisory services. It targets a diversified vertical mix including construction, healthcare, not-for-profit, professional services, real estate, manufacturing, wholesale & distribution, hospitality, and transportation, plus family and independent businesses. Distribution is direct via office and phone consultations and a Suralink client portal; pricing is engagement-based and not publicly disclosed. The go-to-market motion is relationship-led, anchored in 78 years of regional presence, deep community engagement (75+ not-for-profits supported annually, board service, firm-sponsored days of service), and professional association memberships across AICPA, CPAmerica, CFMA, and Mass CPAs.

No proprietary technology, APIs, AI/ML capabilities, or patents are disclosed in the source data; the firm uses standard CPA tooling with Suralink as its client engagement portal. Customer references include Westfield Gas & Electric (utilities), Fairview Pediatrics (healthcare), and Fontaine Bros, Inc. (construction), spanning SMB and enterprise accounts. The firm does not publicly disclose revenue.

Name

J.M. O'Brien & Company

Legal name

Meyers Brothers Kalicka, P.C.

Website

https://jmobrien.com

Company type

Private

Founded year

1948

Operating status

Operating

Headcount range

11–50 employees

Short description

J.M. O'Brien & Company is a Western Massachusetts accounting and tax services firm (founded 1991, 11-50 employees, Springfield) acquired by MBK in 2025. The combined MBK practice serves SMBs, families, and organizations across nine verticals in the Pioneer Valley.

Ownership category

akta.pro rank

Product category

Accounting & Auditing Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

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

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Audit and assurance
• Tax planning services
• Business valuation
• Management advisory
• Accounting services

Headquarters

HQ city

Springfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Revenue: Revenue generated from accounting, auditing, taxation, and financial advisory services. Services are delivered through direct client engagements including assurance/audit services, tax preparation and planning, business valuation, management advisory, employee benefit plan audits, and succession planning. Pricing is likely engagement-based or retainer arrangements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

J.M. O'Brien & Company, now part of MBK, provides accounting, audits, financial statements, taxation, estate planning, and business consulting services. The firm delivers audit, review, and compilation engagements along with tax planning/preparation, business valuation, management advisory, employee benefit plan audits, and succession planning for clients throughout Western Massachusetts.

Product overview

Meyers Brothers Kalicka (MBK), which acquired J.M. O'Brien & Company, is a traditional accounting and advisory firm offering a unified portfolio of professional services. The core offerings consist of Assurance (audit, review, and compilation), Taxation (compliance and planning), and Business Valuation services. These are supplemented by specialized advisory practices including Family & Independent Businesses, Management Advisory, Employee Benefit Plan Audits, Succession Planning, and Business Tax Planning. The firm operates as a single-service firm with industry-specific specializations across construction, healthcare, not-for-profit, professional services, real estate, manufacturing, wholesale/distribution, hospitality, and transportation sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Provides audit, review, and compilation financial statement services to help clients fulfill financial goals and meet regulatory requirements. Targeted at businesses, organizations, and not-for-profits in Western Massachusetts.
• Taxation Services Tax planning and preparation services including compliance, strategy development, and navigation of changing tax codes for individuals and businesses.
• Business Tax Planning Proactive tax strategy development to support long-term business and financial objectives for business clients.
• Family & Independent Businesses Services Advisory services helping family and independent businesses navigate unique challenges including succession planning, family governance, and ownership transitions.
• Management Advisory Services Strategic consulting combining tax, audit, accounting, business valuation, and industry expertise to develop practical business solutions for clients.
• Business Valuation Services Business valuation, financial forensics, and related advisory services to help clients plan and optimize business value.
• Employee Benefit Plan Audits Audit and advisory services for employee benefit plans, helping clients navigate fiduciary responsibilities and complex regulatory requirements.
• Succession Planning Planning services to facilitate smooth ownership and leadership transitions for family and independent businesses.

Named customers3 records

Segments10 records

Ideal customer profiles11 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 minor.

• AICPA (American Institute of CPAs)minorOthersProfessional association membership providing access to standards, resources, and professional development. MBK is a member of AICPA and its specialized centers including the Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center.
• CPAmericaminorOthersMembership in CPAmerica, a network of independent accounting firms providing peer collaboration and resource sharing across member firms.
• Construction Financial Management Association (CFMA)minorOthersProfessional association membership supporting construction industry-focused accounting and financial management professionals.
• Mass CPAsminorOthersMembership in the Massachusetts Society of Certified Public Accountants, providing state-level professional resources and networking.
• J.M. O'Brien & CompanyminorStrategic or Co-development PartnerJ.M. O'Brien & Company was welcomed to MBK, indicating an acquisition or merger. This is mentioned in the website navigation under 'Welcome JM O'Brien to MBK', suggesting J.M. O'Brien's practice was integrated into the MBK firm.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Anchin, Block & Anchin: New York-based mid-sized CPA firm with construction, real estate, and not-for-profit practices — operationally and structurally comparable to MBK in size and service mix.
• Baker Newman Noyes: Regional CPA and advisory firm serving New England with comparable service lines (audit, tax, advisory) and a multi-vertical industry focus that overlaps MBK's Western Massachusetts practice.
• Withum: Regional CPA and advisory firm serving middle-market clients with industry specializations (construction, real estate, not-for-profit), structurally similar to MBK in size and service mix.
• BerryDunn: New England-headquartered CPA and consulting firm with strong not-for-profit, healthcare, and construction industry practices — directly comparable to MBK's vertical mix and regional footprint.
• Citrin Cooperman: Mid-Atlantic and New England regional CPA firm with comparable middle-market assurance, tax, and advisory services and similar industry specialization approach.
• PKF O'Connor Davies: Mid-sized regional CPA firm offering assurance, tax, and advisory services to closely-held businesses and not-for-profits, similar in service portfolio and mid-market client focus to MBK.

Broad incumbents

• BDO USA: Top-10 global accounting firm with U.S. operations in the Northeast; an incumbent competitor for the same construction, healthcare, and not-for-profit segments MBK serves.
• Marcum LLP: Top-20 U.S. accounting firm providing audit, tax, and advisory services with a strong Northeast presence; competes for the same middle-market clients MBK serves, but at significantly larger scale.
• RSM US: National mid-market-focused CPA firm with significant presence in the Northeast; competes with MBK for larger middle-market audit and advisory engagements but at much greater scale.
• Crowe LLP: Top-10 U.S. accounting firm with substantial Northeast presence targeting middle-market companies; overlaps with MBK across audit, tax, and advisory service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights7 records

Customer concentration

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 J.M. O'Brien & Company