CMJ

What CMJ does

CMJ is a regional certified public accounting firm headquartered in Queensbury, New York, founded in 1988 by Paul A. Curtis and William A. Jeffreys. The firm provides accounting, tax, and business advisory services to small and mid-market businesses, with domain specialization across eight verticals: construction, financial services, manufacturing, real estate, auto dealerships, medical/dental practices, restaurants, and hospitality. Its core offerings include traditional audit and assurance, tax compliance and planning, business valuation, and consulting engagements, supported by a team holding CPA, CVA, and CM&AA professional designations. The firm holds the AICPA's highest peer review rating, signaling technical quality across its service lines.

Geographically, CMJ primarily serves clients across Upstate New York from Albany to Plattsburgh, with select international engagements, including Toronto-based restaurant clients. Its go-to-market is relationship-driven and referral-based, consistent with regional professional services norms. The firm operates on standard accounting technology (QuickBooks and similar platforms) and relies on senior practitioner expertise rather than technology differentiation.

In February 2026, CMJ was acquired by UHY, a Top-30 national accounting and advisory firm with $385.5M in revenue. As a result, CMJ now operates as part of UHY's national platform, gaining access to expanded geographic reach, cross-border capabilities through UHY's international alliance, and broader service capabilities (international tax, M&A advisory, technology consulting). The founders transitioned to UHY partners, preserving client continuity. Revenue, headcount, and detailed financials remain undisclosed, consistent with the firm's private status prior to integration.

Name

CMJ

Legal name

CMJ, LLP

Website

https://cmjllp.com

Company type

Private

Founded year

1988

Operating status

Acquired

Headcount range

11–50 employees

Short description

CMJ is a regional CPA firm in Queensbury, New York, providing accounting, tax, and business advisory services to small and mid-market businesses across eight verticals including construction, manufacturing, real estate, and healthcare. Founded in 1988 and acquired by UHY in February 2026.

Ownership category

akta.pro rank

Headquarters

HQ city

Queensbury

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 Fees: CMJ generates revenue through billable hours for accounting, tax, and advisory services. Fees are charged based on scope and complexity of engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

CMJ, LLP is a Certified Public Accounting firm delivering accounting & auditing, tax preparation and planning, business advisory (including M&A, succession planning, and business valuations), and financial planning and retirement plan administration services to businesses and individuals. Services are delivered by licensed CPAs and credentialed advisors (CPA, CVA, CM&AA, MAFF) based in Queensbury, NY, with industry specialization in construction, financial services, manufacturing, real estate, auto dealerships, healthcare, professional services, restaurants, and hospitality.

Product overview

CMJ, LLP is a Certified Public Accounting (CPA) firm that offers a unified suite of professional services organized around four core practice areas: Accounting & Auditing Services (including Financial Statements and Audit, Business Problem Solving, Forensic Accounting, QuickBooks Services, and Record Keeping); Tax Services (including Tax Planning and Preparation, Business Tax Returns, Individual Tax Returns, and Estate/Gift Planning and Asset Protection); Business Advisory Services (including Strategic Planning, Mergers and Acquisitions, Succession Planning, and Business Valuations); and Financial Services (including Financial Planning, Retirement Planning, and Retirement Plan Services). The firm also provides a Client Portal as a secure document exchange platform. All services are delivered by licensed CPAs and advisors based in Queensbury, NY, serving clients across Upstate New York.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Auditing Services
• Tax Services
• Business Advisory Services
• Financial Services

Quantifiable outcome

• Highest peer review rating for accounting and auditing practice quality control system

Named customers3 records

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

One partnership is on record.

• UHYflagshipStrategic or Co-development Partner · 19 February 2026UHY, a Top 50 accounting firm ranked No. 26 by Accounting Today with $385 million in revenue, acquired CMJ to expand its presence in New York's Capital Region. CMJ founders Paul A. Curtis and William A. Jeffreys joined UHY as partners along with their team. The acquisition brings CMJ's specialized focus in construction and financial services into UHY's national platform.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Wipfli: Top 20 U.S. accounting and consulting firm with a strong regional presence and active M&A roll-up strategy serving middle-market companies across industries, comparable to CMJ/UHY's mid-market positioning and acquisition-led growth model.
• RSM US: Top 5 U.S. accounting firm focused exclusively on the middle market, with industry specializations including construction and real estate — directly comparable to CMJ's target client segments and service approach.
• Plante Moran: Top 15 U.S. accounting firm serving middle-market businesses with industry-specific practices in construction, real estate, and manufacturing — directly comparable to CMJ's vertical specialization and mid-market client focus.
• Crowe LLP: Top 10 U.S. accounting firm serving mid-market clients with industry-focused practices and a strong M&A advisory capability — comparable to CMJ's vertically-specialized, mid-market advisory model.
• BDO USA: Top 5 U.S. accounting firm with significant mid-market and construction industry practice, comparable to CMJ's vertical specialization and similar integrated service model.
• Forvis: Top 10 U.S. accounting firm (formed from FORVIS merger) with strong industry specialization including construction and financial services, comparable service portfolio, and similar mid-market focus as CMJ.
• Baker Tilly: Top 15 U.S. accounting and advisory firm with significant M&A advisory and wealth management capabilities, serving mid-market clients across industries — comparable in scale and service mix to UHY/CMJ's combined offering.
• UHY: UHY is the parent company that acquired CMJ in February 2026; a Top 50 U.S. accounting firm (No. 26 by Accounting Today, ~$385M FY24 revenue) providing audit, tax, and advisory services to mid-market clients, with active M&A strategy in the Northeast.
• Eide Bailly: Top 25 U.S. accounting firm with strong regional presence and industry-focused practices including construction and real estate, pursuing a similar M&A-driven expansion strategy as UHY.

Direct peers

• The Bonadio Group: Upstate New York-based CPA firm of comparable size and service mix (accounting, tax, advisory) to CMJ, serving similar mid-market clients in the Albany/Rochester region — the most direct geographic and service-line peer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 CMJ