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Rivera & Montes CPA

Full company profile

uuid002ijet

Namestring
Rivera & Montes CPA
Websiteurl
riveramontespllc.com
Company typeenum
Private
Founded yearint
2017
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
accounting services, tax preparation, bookkeeping services, small business accounting, CPA firm services
Industry1 code
1Outsourced Finance & CFO Services
CodeBPAHABAEPrimaryYes
NAICS code1 code
  • Offices of Certified Public Accountants541211
Product category
Professional Accounting Services
Social media profiles1 record
Cost components2 values
Personnel, Operations
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Rivera & Montes CPA operates as an accounting firm providing professional accounting services to small and medium sized businesses. The firm was founded in 2017 and is headquartered in New York, United States. Detailed service descriptions are not available because the company's domain (riveramontespllc.com) is currently parked with GoDaddy and does not actively host firm content.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Accounting Services
CategoryProfessional Accounting Services
Description

Professional accounting services provided by a CPA firm focused on small and medium sized businesses, headquartered in New York, United States. Specific service line details are not documented in available source data.

No data
Peers10 records
1Grassi & Co.
TypeDirect peer
Description

New York-headquartered accounting, tax, and advisory firm focused on middle-market and SMB clients. Comparable to Rivera & Montes CPA in city, client size band, and core professional services mix.

2CBIZ, Inc.
TypeBroad incumbent
Description

Large national provider of accounting, tax, and advisory services to SMB and mid-market clients. Comparable in target customer segment and service lines, though it operates at far greater scale and geographic breadth than Rivera & Montes CPA.

3KPMG US
TypeBroad incumbent
Description

Big Four firm offering audit, tax, and advisory services to businesses of all sizes including SMBs in the New York market. Comparable only at the broadest level of professional accounting services for businesses.

4Bookkeeper360
TypeEmerging player
Description

U.S. bookkeeping and accounting service targeting SMBs with cloud-based tools. Comparable client segment and core service mix, with an emphasis on modern software stack rather than traditional CPA delivery.

5BDO USA
TypeBroad incumbent
Description

Top-tier U.S. accounting and advisory network serving mid-market and SMB clients with audit, tax, and consulting. Comparable on SMB/mid-market accounting services though substantially larger and broader in scope.

6Withum
TypeDirect peer
Description

U.S. accounting and advisory firm with a strong New York presence serving mid-market and SMB clients across tax, audit, and advisory. Comparable on client size focus and core service offerings.

7Pilot.com
TypeEmerging player
Description

Tech-enabled accounting firm focused on SMB bookkeeping, tax, and CFO services. Comparable as a CPA-style service provider to small businesses, though differentiated by its software-led delivery model.

8Marks Paneth LLP
TypeDirect peer
Description

New York-based accounting and advisory firm serving middle-market and SMB clients with tax, audit, and advisory services. Directly comparable in service scope, NYC footprint, and SMB orientation.

9Anchin, Block & Anchin LLP
TypeDirect peer
Description

Mid-market CPA and advisory firm headquartered in New York serving privately held businesses across multiple sectors. Comparable to Rivera & Montes CPA in geography, target client profile (SMBs and private companies), and core accounting/tax service mix.

10Bench (by Empower)
TypeEmerging player
Description

Tech-enabled SMB bookkeeping and accounting service. Comparable in serving small business accounting needs, but uses a software-plus-human model rather than a traditional CPA firm structure.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Rivera & Montes CPA

Professional Accounting Servicesriveramontespllc.com

Rivera & Montes CPA firmographics

Firmographics
Name
Rivera & Montes CPA
Website
https://riveramontespllc.com
Company type
Private
Founded year
2017
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Rivera & Montes CPA industry classification

Industry
Product category
Professional Accounting Services
NAICS
Offices of Certified Public Accountants (541211)
akta.pro primary industry
Outsourced Finance & CFO Services (BPAHABAE)

Keywords

  • Accounting services
  • Tax preparation
  • Bookkeeping services
  • Small business accounting
  • CPA firm services

Where Rivera & Montes CPA is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Markets served

Rivera & Montes CPA business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations

Rivera & Montes CPA product offering

Product offering

Core offering

Rivera & Montes CPA operates as an accounting firm providing professional accounting services to small and medium sized businesses. The firm was founded in 2017 and is headquartered in New York, United States. Detailed service descriptions are not available because the company's domain (riveramontespllc.com) is currently parked with GoDaddy and does not actively host firm content.

Differentiator

Problem solved

Functional benefit

Products and services

  • Accounting Services Professional accounting services provided by a CPA firm focused on small and medium sized businesses, headquartered in New York, United States. Specific service line details are not documented in available source data.

Companies that use Rivera & Montes CPA

Customer profile

Ideal customer profiles1 record

Rivera & Montes CPA technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Rivera & Montes CPA competitors and assessment

Company assessment

Direct peers

  • Grassi & Co. New York-headquartered accounting, tax, and advisory firm focused on middle-market and SMB clients. Comparable to Rivera & Montes CPA in city, client size band, and core professional services mix.
  • Withum: U.S. accounting and advisory firm with a strong New York presence serving mid-market and SMB clients across tax, audit, and advisory. Comparable on client size focus and core service offerings.
  • Marks Paneth LLP: New York-based accounting and advisory firm serving middle-market and SMB clients with tax, audit, and advisory services. Directly comparable in service scope, NYC footprint, and SMB orientation.
  • Anchin, Block & Anchin LLP: Mid-market CPA and advisory firm headquartered in New York serving privately held businesses across multiple sectors. Comparable to Rivera & Montes CPA in geography, target client profile (SMBs and private companies), and core accounting/tax service mix.

Broad incumbents

  • CBIZ, Inc. Large national provider of accounting, tax, and advisory services to SMB and mid-market clients. Comparable in target customer segment and service lines, though it operates at far greater scale and geographic breadth than Rivera & Montes CPA.
  • KPMG US: Big Four firm offering audit, tax, and advisory services to businesses of all sizes including SMBs in the New York market. Comparable only at the broadest level of professional accounting services for businesses.
  • BDO USA: Top-tier U.S. accounting and advisory network serving mid-market and SMB clients with audit, tax, and consulting. Comparable on SMB/mid-market accounting services though substantially larger and broader in scope.

Emerging players

  • Bookkeeper360: U.S. bookkeeping and accounting service targeting SMBs with cloud-based tools. Comparable client segment and core service mix, with an emphasis on modern software stack rather than traditional CPA delivery.
  • Pilot.com: Tech-enabled accounting firm focused on SMB bookkeeping, tax, and CFO services. Comparable as a CPA-style service provider to small businesses, though differentiated by its software-led delivery model.
  • Bench (by Empower): Tech-enabled SMB bookkeeping and accounting service. Comparable in serving small business accounting needs, but uses a software-plus-human model rather than a traditional CPA firm structure.

Market position

Customer concentration

Rivera & Montes CPA social profiles

Digital presence

Rivera & Montes CPA financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Rivera & Montes CPA leadership team

Management profile

Number of profiles

Rivera & Montes CPA funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Rivera & Montes CPA M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rivera & Montes CPA

What does Rivera & Montes CPA do?

Rivera & Montes CPA operates as an accounting firm providing professional accounting services to small and medium sized businesses. The firm was founded in 2017 and is headquartered in New York, United States. Detailed service descriptions are not available because the company's domain (riveramontespllc.com) is currently parked with GoDaddy and does not actively host firm content.

When was Rivera & Montes CPA founded?

Rivera & Montes CPA was founded in 2017. It employs 1 to 10 people.

Where is Rivera & Montes CPA based?

Rivera & Montes CPA is headquartered in New York, United States, in the North America region.

Who are Rivera & Montes CPA's main competitors?

Direct peers on record are Grassi & Co., Withum, Marks Paneth LLP and Anchin, Block & Anchin LLP. Broad incumbents are CBIZ, Inc., KPMG US and BDO USA. Emerging players are Bookkeeper360, Pilot.com and Bench (by Empower).

Does Rivera & Montes CPA have an API?

No public API is recorded for Rivera & Montes CPA.

What industry is Rivera & Montes CPA in?

Rivera & Montes CPA's product category is Professional Accounting Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 541211.

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