Kittell Branagan & Sargent

What Kittell Branagan & Sargent does

Kittell Branagan & Sargent (KBS) is a privately held certified public accounting firm headquartered at 154 North Main Street, St. Albans, Vermont, founded in 1986 by Gregory Sargent. The firm delivers professional accounting services organized around three core service lines: Audit & Assurance, Tax Planning & Preparation, and Advisory and Consulting (including interim CFO, succession planning, and business valuation). It serves six industry verticals — Healthcare, Construction, Nonprofits, Municipalities & School Districts, Electric Utilities, and Closely Held Businesses — with specialized knowledge in construction accounting (retainage, job costing, FASB ASC 606 compliance) and nonprofit/utility regulatory compliance.

The firm's technology footprint is limited and traditional. Document exchange and client communication occur through NetClient CS, a third-party secure client portal hosted in a class IV IBM-certified data center with 128-bit encryption. No proprietary software, AI/ML capabilities, API integrations, or mobile applications are disclosed; the product overview explicitly characterizes the offering as professional services rather than software.

KBS generates revenue on a professional-services, engagement-based model with no publicly disclosed pricing. The go-to-market motion is sales-led, driven by direct client relationships, professional referrals, industry specialization, and community engagement in Vermont, supplemented by thought-leadership content marketing (blog, LinkedIn, email newsletter) and partners' nonprofit board involvement. The firm operates from a single Vermont office serving the broader New England region and is affiliated with Aprio, a national association of independent accounting firms that provides access to extended resources while preserving the firm's local identity. Ownership is held by shareholder-level professionals, with Co-Managing Shareholder Mark Mayer and Shareholder William Keyser leading the firm following co-founder Gregory Sargent's retirement in May 2025.

Name

Kittell Branagan & Sargent

Legal name

Kittell, Branagan & Sargent

Website

https://kbscpa.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Kittell Branagan & Sargent is a privately held Vermont-based CPA firm founded in 1986 providing audit, tax, and advisory services to healthcare, construction, nonprofit, municipal, utility, and closely held business clients across the New England region.

Ownership category

akta.pro rank

Headquarters

HQ city

Saint Albans

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, Infrastructure

Revenue model

1. Audit & Assurance Services: Audit and assurance services providing financial statement examinations, reviews, and compilations for construction companies, healthcare organizations, municipalities, and other clients.
2. Tax Planning & Preparation: Comprehensive tax services including planning, preparation, and advisory for individuals and businesses, with specialization in construction, healthcare, and closely held businesses.
3. Advisory and Consulting: Business advisory and consulting services designed to address client needs across the growth cycle, including strategic planning, succession planning, and interim CFO services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Kittell Branagan & Sargent is a Vermont-based CPA firm providing audit and assurance, tax planning and preparation, and advisory and consulting services to businesses and organizations across six industry verticals. Services are delivered through direct professional engagement backed by a secure client portal for document exchange and ongoing communication.

Product overview

Kittell Branagan & Sargent (KBS) is a CPA firm offering professional accounting and advisory services. The firm operates as a single-service practice organized around three core service lines: Audit & Assurance, Tax Planning & Preparation, and Advisory and Consulting. These services are delivered to clients across six industry verticals (Healthcare, Construction, Non-Profits, Municipalities, Electric Utilities, and Closely Held Businesses) through a secure client portal platform. The firm does not offer modular or tiered software products—its offering is professional services based.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance Audit and assurance engagements that turn audits into constructive and impactful experiences, providing financial statement verification, reviews, compilations, and compliance review for construction, healthcare, nonprofit, municipal, utility, and closely held business clients.
• Tax Planning & Preparation Comprehensive tax services encompassing both current-year tax preparation and forward-looking tax planning strategies, with specialization for individuals and businesses in construction, healthcare, and closely held business contexts.
• Advisory and Consulting Business advisory and consulting services designed to address client needs at any stage of the venture's growth cycle, including strategic planning, succession planning, business valuation, interim CFO services, and R&D tax credit optimization for closely held and growing businesses.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Aprio AllianceminorStrategic or Co-development PartnerKBS is affiliated with Aprio, a national association of independent accounting firms. This alliance provides access to additional resources, expertise, and national capability while maintaining the firm's local identity and client relationships.

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and consulting firm with deep industry specialization in healthcare, construction, and government sectors that overlap with KBS's verticals. Broad incumbent providing comparable services through a larger platform.
• Marcum LLP: Top-15 U.S. accounting and advisory firm serving middle-market companies across industries including construction, healthcare, and nonprofits. Broader incumbent offering overlapping services at greater scale and geographic reach.
• Aprio: National advisory and accounting firm and KBS's alliance partner through the Aprio Alliance. Provides KBS with access to expanded capabilities while representing how a scaled, multi-office CPA platform operates in the same service categories.
• Plante Moran: Large U.S. accounting, tax, and advisory firm serving middle-market clients including closely held businesses, healthcare organizations, and nonprofit entities. Comparable service portfolio with national scale that KBS accesses indirectly through Aprio.
• Withum: Top-30 U.S. accounting and advisory firm with strong construction, healthcare, and closely held business practices that overlap with KBS's verticals. Broader incumbent representing the type of firm KBS could grow into.

Direct peers

• Gallagher Flynn & Company: South Burlington, Vermont-based CPA firm providing audit, tax, and advisory services to businesses and individuals across Vermont and northern New England. Direct regional competitor with similar service portfolio and client profile.
• Davis & Hodgdon Associates: Vermont-based regional CPA firm providing tax, audit, and advisory services to closely held businesses and individuals across northern New England. Directly comparable regional peer with overlapping verticals and similar size.
• BerryDunn: New England-based regional CPA and consulting firm headquartered in Portland, Maine, with offices across northern New England. Comparable regional full-service firm with similar industry verticals including healthcare, nonprofits, and government.
• A.M. Peisch & Company: CPA firm headquartered in St. Albans, Vermont (same town as KBS), offering audit, tax, and advisory services to closely held businesses and individuals in northern Vermont. Direct local competitor with similar size, service mix, and client base.
• Sullivan, Powers & Company: Vermont-based CPA firm providing audit, tax, and consulting services to businesses, nonprofits, and government entities. Direct regional peer with similar Vermont-focused practice and overlapping verticals including municipalities and closely held businesses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/kittell-branagan-&-sargent

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Kittell Branagan & Sargent