Roselli, Clark & Associates
- Company typePrivate
- Founded1988
- HeadquartersWoburn, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Roselli, Clark & Associates firmographics
Firmographics- Name
- Roselli, Clark & Associates
- Legal name
- Roselli, Clark & Associates
- Website
- https://roselliclark.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Roselli, Clark & Associates industry classification
Industry- Product category
- Public Accounting Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Association Accounting, Budgeting & Financial Reporting Services (BPAJAHAL)
- akta.pro secondary industry
- City Clerk/Records, Elections & Civic Engagement (BPAIACAB)
Keywords
Where Roselli, Clark & Associates is headquartered
LocationHeadquarters
- HQ city
- Woburn
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Roselli, Clark & Associates business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Audit and Attestation Services: Annual financial statement audits, reviews, and compilations for municipalities, government entities, and condominium/homeowner associations. Core recurring revenue from annual audit engagements required by law or regulation.
- Advisory Services: Operations analysis, accounting assistance, interim financial services, and compliance consulting for municipal clients. Includes ACFR preparation assistance, Single Audit services, and DESE compliance reporting.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Roselli, Clark & Associates product offering
Product offeringCore offering
Roselli, Clark & Associates is a certified public accounting firm providing audit, review, compilation, agreed-upon procedures, accounting, and advisory services. The firm specializes exclusively in Massachusetts municipalities, government entities, school and utility districts, and condominium/homeowner associations across New England, delivering GASB-compliant attestation, Single Audit, ACFR preparation, and regulatory compliance support.
Product overview
Roselli, Clark & Associates is a certified public accounting firm offering a unified suite of attestation and advisory services. The firm's core offerings include Auditing Services, Review Services, Compilation Services, Agreed-Upon Procedures, Accounting Services, and Advisory Services. These services are delivered across two primary industry verticals: Municipalities and Governments (including Single Audit and ACFR Reporting Services) and Condominium and Homeowners Associations. The firm operates as a traditional CPA firm providing professional services rather than a technology product platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Auditing Services Annual financial statement audits for municipal entities and condominium/homeowner associations, conducted by teams led by CPAs with extensive municipal sector experience.
- Review Services Limited assurance engagement services providing a moderate level of review for financial statements of municipalities, associations, and other entities.
- Compilation Services Financial statement compilation services that present information in the form of financial statements without providing assurance on their accuracy.
- Agreed-Upon Procedures Customized audit procedures agreed upon between the firm and client to address specific compliance and reporting needs, including DESE End-of-Year Financial Reporting and Student Activity compliance audits.
- Accounting Services Comprehensive accounting support services including transition and interim services for town accountants, reconciliation assistance, and accounting assistance for local municipalities.
- Advisory Services Operational analysis, evaluations, financial or operations management advisory, revenue enhancement, budget management, and internal control policy development for municipalities.
- Single Audit Services Federal grant compliance audits required for entities expending over $750,000 in federal funds, performed under OMB Uniform Guidance requirements.
- ACFR Reporting Services Assistance with Annual Comprehensive Financial Report (ACFR) preparation and submission for the Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting.
- Condominium and Homeowners Association Services Specialized audit, review, compilation, and tax preparation services for condominium and homeowner associations, compliant with PPC's Guide to Common Interest Realty Associations and Massachusetts General Laws.
Quantifiable outcome
- All client ACFR submissions to GFOA have received Certificate of Achievement for Excellence in Financial Reporting
- +1 more outcomes
Companies that use Roselli, Clark & Associates
Customer profileSegments2 records
Ideal customer profiles2 records
Roselli, Clark & Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Roselli, Clark & Associates partnerships and signals
Strategic signalScale indicators8 records
Recent moves5 records
Expansion highlights4 records
Roselli, Clark & Associates competitors and assessment
Company assessmentBroad incumbents
- CBIZ, Inc. National business advisory and accounting firm with a government and public-sector division. Competes for municipal audit work at a national scale with cross-sell capabilities Roselli Clark cannot match.
- Plante Moran: Large national CPA and consulting firm with established government and public-sector practice. Serves municipalities with similar attestation services but at significantly greater scale and geographic reach.
- Marcum LLP: Top-tier national accounting firm with growing government services practice. Increasingly competing for municipal audit engagements as part of broader expansion strategy.
- CliftonLarsonAllen (CLA): Top-10 national CPA firm with a dedicated government practice serving municipalities, states, and public-sector entities. Competes for the same municipal audit RFPs but with far larger scale and broader service portfolio.
Emerging players
- FirstService Residential: Major North American residential community management company serving condominium and homeowner associations. Indirectly comparable as part of the HOA/condo ecosystem that drives demand for Roselli Clark's association audit services.
- Associa: Largest U.S. community association management company serving HOAs and condominium associations. Adjacent rather than direct competitor but operates in the same condo/HOA client ecosystem that Roselli Clark audits.
Direct peers
- Tonneson & Co. New England-based CPA and business advisory firm with a dedicated government/municipal practice. Comparable in regional focus, municipal audit expertise, and mid-sized partnership structure.
- MelansonHeath: Regional CPA firm serving New Hampshire and Massachusetts municipalities, schools, and nonprofits. Comparable niche specialization in government and municipal audits with comparable size and client focus.
- Scanlon & Associates, LLP: Massachusetts-based certified public accounting firm focused on municipal and governmental auditing and accounting. Closely comparable client vertical, service mix (audits, ACFR preparation, advisory), and regional Massachusetts footprint.
- Powers & Sullivan, LLC: Massachusetts-based CPA firm specializing in municipal government audits and accounting services across the Commonwealth. Directly comparable to Roselli Clark in niche focus, municipal client base, and recurring audit mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Roselli, Clark & Associates social profiles
Digital presenceRoselli, Clark & Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roselli, Clark & Associates leadership team
Management profileNumber of profiles
Profiles5 records
Roselli, Clark & Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roselli, Clark & Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Roselli, Clark & Associates
What does Roselli, Clark & Associates do?
Roselli, Clark & Associates is a certified public accounting firm providing audit, review, compilation, agreed-upon procedures, accounting, and advisory services. The firm specializes exclusively in Massachusetts municipalities, government entities, school and utility districts, and condominium/homeowner associations across New England, delivering GASB-compliant attestation, Single Audit, ACFR preparation, and regulatory compliance support.
Is Roselli, Clark & Associates a public or private company?
Roselli, Clark & Associates is a private company. It is classified as management employee owned and is currently operating.
When was Roselli, Clark & Associates founded?
Roselli, Clark & Associates was founded in 1988. It employs 11 to 50 people.
Where is Roselli, Clark & Associates based?
Roselli, Clark & Associates is headquartered in Woburn, United States, in the North America region.
How does Roselli, Clark & Associates make money?
Two revenue lines are on record. Audit and Attestation Services are the primary driver. The others are advisory Services.
Who are Roselli, Clark & Associates's main competitors?
Broad incumbents on record are CBIZ, Inc., Plante Moran, Marcum LLP and CliftonLarsonAllen (CLA). Emerging players are FirstService Residential and Associa. Direct peers are Tonneson & Co., MelansonHeath, Scanlon & Associates, LLP and Powers & Sullivan, LLC.
Does Roselli, Clark & Associates have an API?
No public API is recorded for Roselli, Clark & Associates.
What industry is Roselli, Clark & Associates in?
Roselli, Clark & Associates's product category is Public Accounting Services. Its primary akta.pro industry code is BPAJAHAL, Association Accounting, Budgeting & Financial Reporting Services, with a secondary code of BPAIACAB, City Clerk/Records, Elections & Civic Engagement. Its NAICS code is 541211 and its SIC code is 8700.