Filomeno & Company

What Filomeno & Company does

Filomeno & Company is a privately held accounting firm headquartered in West Hartford, Connecticut, United States. Founded in 2001, the firm has operated continuously for 24 years as a for-profit entity, with a headcount ranging between 11 and 50 employees based on the available firmographic data. The firm maintains a web presence at filomeno.com. No detailed service line breakdown, customer segmentation, pricing structure, or technology stack is disclosed in the source material provided for Filomeno & Company specifically; therefore the precise scope of services (e.g., tax, audit, advisory, bookkeeping) cannot be confirmed from the input.

The source material contains extensive firmographic detail describing a much larger professional services organization (CBIZ) with a multi-line service portfolio spanning accounting, tax, advisory, benefits, insurance, and technology — including AI and cybersecurity offerings — across 14 vertical markets. This content is attributed in the source data to Filomeno & Company blocks, but the descriptive substance unambiguously describes a different, substantially larger firm. Per the source-scoping rules and the first-party firmographic data on Filomeno & Company (small Connecticut-based accounting practice, 11–50 employees, founded 2001, private), that detailed product, technology, customer-segment, and partnership material cannot be reliably attributed to Filomeno & Company and is excluded from this analysis.

Filomeno & Company's revenue mechanics are not disclosed. As a small regional accounting firm, its business model is presumed to be fee-for-service professional services (hourly or fixed-fee engagements across tax, audit, and advisory work), consistent with the standard structure of U.S. CPA practices of comparable scale. No public revenue, ARR, transaction volume, funding, or pricing data is available to refine this assessment.

Name

Filomeno & Company

Legal name

CBIZ Inc.

Website

https://filomeno.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Filomeno & Company is a privately held accounting firm based in West Hartford, Connecticut, founded in 2001, employing 11–50 staff and serving clients through its professional services practice.

Ownership category

akta.pro rank

Headquarters

HQ city

West Hartford

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

Revenue model

1. Professional Services: CBIZ generates revenue through providing professional services including accounting (audit & attest, financial reporting), tax (business tax, international tax, state & local tax), advisory (compensation consulting, M&A, risk management), benefits (actuarial, employee benefits administration, retirement plans), insurance (business insurance, risk management), and technology services to middle-market clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Filomeno & Company is a privately-held for-profit accounting firm based in West Hartford, Connecticut, United States. Founded in 2001, the firm operates with 11-50 employees providing professional accounting services to clients.

Product overview

CBIZ provides integrated professional services as a unified platform of service offerings. The portfolio consists of six core service lines: Accounting (audit, attest, financial reporting), Tax (business, international, specialized tax services), Advisory (compensation consulting, financial accounting, forensic consulting, human capital management, M&A, risk management, valuation), Benefits (actuarial services, employee benefits administration, HR, retirement planning), Insurance (business insurance, risk management, specialty insurance), and Technology (AI, cloud infrastructure, cybersecurity, managed services). These services are delivered through a network of subsidiaries including CBIZ CPAs P.C., CBIZ Inc., and CBIZ Advisors, LLC, providing tax, advisory, and consulting services to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services

Segments14 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• The Ohio State University National Center for the Middle MarketcoreStrategic or Co-development PartnerCBIZ maintains a strategic partnership with The Ohio State University National Center for the Middle Market, collaborating on research including the Mid-Market Pulse and Tradeoff Economy studies. This partnership provides CBIZ with exclusive research insights and thought leadership content for their middle-market focused client base.

Scale indicators1 record

Direct peers

• Grassi & Co. Mid-sized Northeast accounting and business advisory firm with comparable service breadth (audit, tax, advisory, technology). Closely comparable in size, client mix (closely held businesses and individuals), and growth posture.
• Whittlesey & Hadley, P.C. Hartford, CT-based full-service accounting and advisory firm of comparable size, serving closely analogous middle-market and SMB clients across the same Connecticut geography. Closest like-for-like comparable for a small, mature regional accounting practice.
• Fiondella, Milone & LaBella, LLC: Connecticut-based accounting firm providing tax, audit, and advisory services to closely held businesses and individuals. Directly comparable in scale, geography, and service mix to Filomeno & Company.

Broad incumbents

• Aprio, LLP: National advisory and accounting firm serving middle-market companies with audit, tax, advisory, and technology services. Comparable positioning as a growth-oriented middle-market professional services firm, though at materially larger scale.
• WithumSmith+Brown, PC: Top-30 U.S. accounting firm with significant Northeast and mid-Atlantic presence, providing audit, tax, and advisory to middle-market clients. Directly comparable service mix to Filomeno & Company, scaled larger.
• Marcum LLP: Top-10 U.S. accounting firm with a major Connecticut presence, offering audit, tax, and advisory to middle-market companies. A scaled incumbent that competes with Filomeno & Company for the same Hartford-region middle-market engagements.
• Anchin, Block & Anchin LLP: New York-based accounting and advisory firm serving private companies, family offices, and high-net-worth individuals. Comparable service mix and middle-market client focus; Northeast regional peer with greater scale.
• PKF O'Connor Davies, LLP: Northeast-focused accounting and advisory firm serving private companies, nonprofits, and high-net-worth individuals. Comparable service offering to Filomeno & Company at significantly greater scale, competing for similar regional clients.
• Forvis Mazars: Top-10 U.S. accounting firm (formed from the merger of BKD and Dixon Hughes Goodman), with strong Northeast presence and middle-market focus. Represents the type of national consolidator that could acquire or compete against Filomeno & Company.

Others

• Boomer Consulting, Inc. Consulting firm specifically serving CPA firm clients on technology, talent, and growth strategy. Adjacent ecosystem participant rather than a direct competitor; relevant as a strategic adviser to small accounting firms navigating scaling and modernization.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/cbiz

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 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 Filomeno & Company