Alloy Silverstein

What Alloy Silverstein does

Alloy Silverstein Accountants and Advisors is a private, full-service CPA and advisory firm founded in 1959, headquartered in Cherry Hill, New Jersey, with a secondary office in Hammonton. The firm serves South Jersey and Greater Philadelphia clients across roughly 13 industry verticals including healthcare, legal, real estate, manufacturing, cannabis, hospitality, professional athletes, and not-for-profits. Its core services span accounting, auditing, tax planning and preparation, bookkeeping, business advisory and consulting, business valuations, litigation support, employee benefit plan audits, IRS problem resolution, identity theft defense, ALTA Best Practices certification, and cybersecurity SOC compliance.

The firm operates a 'platform-plus-affiliates' model branded as The Alloy Silverstein Group. The core CPA practice is supplemented by two wholly owned affiliates — Abacus Payroll, Inc. for payroll/HR services and Alloy Silverstein Financial Services, Inc. for wealth management, the latter operating under Cetera Wealth Services and Cetera Investment Advisers for securities and advisory licensing. The firm's technology stack is deliberately lean: cloud-based accounting is delivered via Xero (the firm is a Xero implementation partner), and client collaboration runs through the proprietary ClientAxcess portal for secure document exchange.

Revenue is generated primarily through professional services fees on accounting, tax, and advisory engagements, with wealth management producing licensing/royalty economics via the Cetera relationship. The go-to-market motion is consultative and relationship-led, supported by content marketing, a multi-channel social presence, webinars, and community initiatives such as the South Jersey Together program and the 'Team Alloy' Pro-Golf Alliance. Pricing is engagement-scoped and not publicly disclosed. Ownership is concentrated within the Cicalese family — Reynold P. Cicalese serves as Managing Shareholder, with two additional Cicalese family members holding Associate Partner positions — and the firm holds a peer review designation with no external private equity or venture capital backing.

Name

Alloy Silverstein

Legal name

Alloy Silverstein Accountants and Advisors, A Professional Corporation

Website

https://alloysilverstein.com

Company type

Private

Founded year

1959

Operating status

Operating

Headcount range

101–250 employees

Short description

Alloy Silverstein is a 65-year-old private CPA and advisory firm based in Cherry Hill, NJ, serving South Jersey and Greater Philadelphia across accounting, tax, advisory, payroll, and wealth management via The Alloy Silverstein Group.

Ownership category

akta.pro rank

Headquarters

HQ city

Cherry Hill

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting & Tax Services: Core accounting, auditing, tax preparation, and tax planning services provided on a recurring basis to individuals and businesses
2. Advisory & Consulting Services: Business advisory, litigation support, business valuations, and consulting engagements
3. Bookkeeping Services: Outsourced bookkeeping and cloud accounting business process services
4. Payroll Services (Affiliate): Payroll processing through affiliated company Abacus Payroll, Inc.
5. Wealth Management (Affiliate): Securities and advisory services through Cetera Wealth Services, affiliate Alloy Silverstein Financial Services, Inc.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels10 records

Core offering

Alloy Silverstein is a full-service CPA and advisory firm delivering accounting, auditing, tax preparation and planning, bookkeeping, and business advisory services to businesses, high-net-worth individuals, not-for-profits, and family enterprises across South Jersey and Greater Philadelphia. Its offerings extend into specialized practices including cloud accounting implementation (Xero), business valuations, litigation support, IRS problem resolution, employee benefit plan audits, family office solutions, and industry-specific services for professional athletes, healthcare, legal, real estate, and manufacturing clients. The firm operates through The Alloy Silverstein Group, integrating with affiliated payroll (Abacus Payroll) and wealth management (Alloy Silverstein Financial Services) entities.

Product overview

Alloy Silverstein is a full-service CPA and advisory firm offering a comprehensive suite of accounting, tax, and financial services through a platform-plus-affiliates model. The core offering consists of accounting, auditing, bookkeeping, tax planning, and advisory services, supplemented by specialized practices including cloud accounting (Xero), business valuations, litigation support, cybersecurity SOC compliance, and identity theft defense. The firm operates The Alloy Silverstein Group, which includes affiliated brands Abacus Payroll, Inc. for payroll services and Alloy Silverstein Financial Services, Inc. for wealth management. Additional offerings include a ClientAxcess online portal for client collaboration and an annual Tax Planning Guide publication. The firm serves diverse industries including healthcare, legal, real estate, manufacturing, technology, professional athletes, and not-for-profits across South Jersey and Greater Philadelphia.

Differentiator

Problem solved

Functional benefit

Brands

• The Alloy Silverstein Group: One-stop resources for every business, tax, payroll, bookkeeping, HR, and financial need, encompassing Alloy Silverstein Accountants and Advisors, Abacus Payroll, Inc., and Alloy Silverstein Financial Services, Inc.

Products and services

• Accounting Services Comprehensive accounting services providing financial statement preparation, general ledger management, and financial reporting for businesses of all sizes.
• Auditing Services

Quantifiable outcome

• 65+ years of continuous operation serving South Jersey and Greater Philadelphia

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• Abacus Payroll, Inc.coreStrategic or Co-development PartnerPayroll processing affiliate within The Alloy Silverstein Group, providing unrivaled collaboration and guaranteed exceptional service for payroll, HR, and financial needs.
• Alloy Silverstein Financial Services, Inc.coreStrategic or Co-development PartnerWealth management affiliate within The Alloy Silverstein Group, offering securities and financial services through a unified client experience.
• Cetera Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Provides investment products and services to clients alongside tax and accounting services.
• Cetera Investment Advisers LLCcoreChannel Partner/ Reseller/ DistributorAdvisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Provides advisory services to complement the firm's accounting offerings.
• INPACT AmericasminorStrategic or Co-development PartnerInternational alliance of independent accounting firms. Managing Shareholder Ren Cicalese served as President (2012-2015) and Chair of Global Board (2016). Provides network resources and best practice sharing.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Friedman LLP: Friedman LLP is a Mid-Atlantic accounting and advisory firm with offices in NJ and PA. Comparable in regional mid-market positioning, advisory mix, and service breadth including wealth management and business valuations.
• WilkinGuttenplan: WilkinGuttenplan is a New Jersey-based CPA and advisory firm serving SMBs, family businesses, and HNW individuals. It is closely comparable in regional scope, service mix, and client profile to Alloy Silverstein.
• Wiss & Company: Wiss & Company is a NJ-based accounting and advisory firm of similar size serving privately-held businesses and HNW clients. Directly comparable in service lines, regional focus, and client profile.
• Withum: Withum is a top-30 US accounting and advisory firm with a strong New Jersey and Philadelphia presence. It is directly comparable in mid-market CPA services, advisory offerings, and regional industry specialization.
• Bowman & Company LLP: Bowman & Company is a New Jersey accounting firm with similar size, regional concentration, and full-service offerings. It is directly comparable in serving municipalities, nonprofits, and SMBs in the same Mid-Atlantic geography.
• Klatzkin & Company: Klatzkin is a NJ-based CPA and business advisory firm serving closely held businesses, HNW individuals, and family offices. Comparable in size, vertical depth, and the platform-plus-affiliates service model.
• Sax LLP: Sax LLP is a NJ-headquartered mid-market accounting and advisory firm. It directly competes with Alloy Silverstein in regional CPA services, advisory, and tax planning for closely-held and family-owned businesses.
• Kreischer Miller: Kreischer Miller is a Pennsylvania-based CPA and advisory firm serving closely-held businesses, HNW individuals, and family enterprises. Geographic proximity (Greater Philadelphia) and similar client mix make it a strong direct peer.
• Mercadien, P.C. Mercadien is a New Jersey-based full-service accounting firm offering tax, audit, advisory, and wealth management. Its service breadth and family-business focus make it directly comparable to Alloy Silverstein's platform model.

Broad incumbents

• Citrin Cooperman: Citrin Cooperman is a larger national advisory and accounting firm with a strong NJ/PA presence. It overlaps with Alloy Silverstein in serving closely-held businesses, family offices, and HNW clients, though it operates at a broader national scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/alloycpas
• YouTubeyoutube.com/@alloysilverstein
• Facebookfacebook.com/alloysilverstein
• LinkedInlinkedin.com/company/alloy-silverstein
• Instagraminstagram.com/alloysilverstein

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries2 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 Alloy Silverstein