What Kaufman & Co. does

Kaufman & Co. is a privately held Certified Public Accounting firm headquartered in Brooklyn, New York, providing accounting, tax, and advisory services to businesses and individuals in the Northeast United States. The firm operates three integrated service lines: Advisory Services (financial planning, entity selection, cash flow planning, M&A and succession advisory, labor-law and rental-property guidance, and bank financing navigation), Taxation Services (planning, preparation, sales tax, and government audit representation across entity and individual returns), and Auditing Services (financial statement audits, reviews, and compilations). Service delivery is project- or retainer-based, with advisory positioned as the connective thread running through tax and audit engagements.

The practice is built on standard professional accounting and auditing methodologies rather than a proprietary technology platform; the only disclosed technology integration is SmartVault, used as a secure client portal for document exchange and login. The firm holds AICPA Peer-Reviewed status, an independent quality-control credential issued by the American Institute of Certified Public Accountants, which covers its audit and accounting practice. Headcount is reported in the 11–50 range and the firm states it is trusted by more than 200 companies.

Revenue is generated through professional service fees, with pricing not publicly disclosed and engagements presumably scoped per client. The go-to-market motion is sales-led and direct: prospective clients engage via the firm's website (kaufmancpa.net), phone, or email, and ongoing work is delivered through the Brooklyn office and remote consultation plus the SmartVault portal. Distribution is regional, with no evidence of expansion beyond the Northeast US; ownership is founder/owner-operated with no parent company, institutional investors, or private-equity backing disclosed.

Name

Kaufman & Co.

Legal name

Kaufman & Co.

Website

https://kaufmancpa.net

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Kaufman & Co. is a privately held Brooklyn, New York–based Certified Public Accounting firm providing advisory, taxation, and auditing services to 200+ business and individual clients across the Northeast United States, with AICPA Peer-Reviewed quality credentials and a SmartVault client portal.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Services (8741)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Strategy Advisory (BPAHADAA), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Accounting services
• Tax consulting
• Audit services
• Financial advisory
• Business advisory

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Kaufman & Co. generates revenue through professional accounting services including advisory, taxation, and auditing engagements. As a full-service accounting firm, services are likely delivered on a project basis or through ongoing retainer arrangements for compliance and advisory work.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Kaufman & Co. is a full-service Certified Public Accounting firm providing three integrated service lines: Advisory Services (strategic business guidance, financial planning, business optimization, entity selection, cash flow planning, and bank financing navigation), Taxation Services (tax planning, preparation, compliance, government audit representation, succession planning, and M&A support), and Auditing Services (financial statement audits, reviews, and compilations). The advisory program is custom designed for each client and acts as the common thread connecting tax and audit engagements.

Product overview

Kaufman & Co. is a full-service Certified Public Accounting firm offering three integrated core service lines: Advisory Services (strategic business guidance, financial planning, and optimization), Taxation Services (tax planning, preparation, compliance, and government audit representation), and Auditing Services (financial statement audits, reviews, and compilations). These services are designed to work together, with advisory serving as the common thread connecting tax and audit engagements to provide comprehensive financial solutions for businesses and individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• BDO USA: Top-tier global accounting network with a major NYC presence offering audit, tax, and advisory across all client segments. Competes with Kaufman & Co. for mid-market audit and tax mandates in the NYC area.
• EisnerAmper: Large NYC-based accounting and advisory firm serving privately held businesses, funds, and high-net-worth individuals. Overlaps significantly with Kaufman & Co. on tax, audit, and advisory for the Brooklyn/NYC SMB and family segment.
• RSM US: Large U.S. accounting and advisory firm focused on the middle market. Overlaps with Kaufman & Co. on audit, tax, and advisory for mid-sized businesses in the NYC region.

Direct peers

• Anchin, Block & Anchin LLP: Mid-market CPA and advisory firm headquartered in NYC, offering tax, audit, and advisory services to closely held businesses and individuals. Directly comparable to Kaufman & Co. in service mix, client segment, and geographic focus.
• Prager Metis CPAs: Full-service accounting firm with strong NYC presence offering tax, audit, advisory, and international tax services. Comparable in integrated service delivery and SMB/mid-market positioning.
• Marks Paneth LLP: NYC-based accounting and advisory firm serving closely held businesses, family offices, and individuals with tax, audit, and consulting. Closely comparable in service mix and target customer profile.
• Citrin Cooperman: NYC-based full-service accounting firm providing tax, audit, and advisory to closely held businesses and high-net-worth individuals. Closely comparable to Kaufman & Co. in service mix, client segment, and metro focus.
• Grassi & Co. NYC-based full-service accounting and advisory firm providing tax, audit, and consulting to mid-market businesses. Comparable in service breadth, client profile, and metropolitan NYC focus.

Regional players

• Withum: Mid-Atlantic-based accounting and advisory firm serving SMBs, closely held businesses, and individuals. Comparable in service mix and regional mid-market focus.
• PKF O'Connor Davies: Top-20 U.S. accounting firm with deep New York/New Jersey roots, providing tax, audit, and advisory to privately held businesses and individuals. Comparable service mix with a regional focus similar to Kaufman & Co.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Kaufman & Co.