O'Connell & Company

What O'Connell & Company does

O'Connell & Company LLC is a privately held, full-service accounting firm headquartered at 240 Gibraltar Road in Horsham, Pennsylvania, serving the greater Philadelphia market. The firm delivers six core professional services: tax management and preparation, audits/reviews/compilation, cash flow and budgeting analysis, outsourced day-to-day accounting, IRS representation, and financial projections and forecasting. Its client base spans a horizontal segment ranging from startups to established enterprises, with service delivery conducted on a direct, relationship-driven basis through scheduled consultations and ongoing engagements.

The firm operates as a traditional professional services practice with no proprietary technology platform, relying instead on standard professional accounting tools and third-party SaaS integrations including Onvio for client tax portal access and CPA Charge for payment processing. Revenue is generated through professional service fees on a mix of fixed-fee project arrangements and hourly billing depending on engagement type and complexity. The firm is founder-led, with George R. O'Connell identified as founder, and operates with a small team in the 1-10 employee range.

O'Connell & Company LLC is positioned as a personalized, consultative accounting partner emphasizing client satisfaction and enduring partnerships rather than transactional engagements. The firm markets itself under the tagline "Where numbers meet knowledge" and competes in a highly fragmented local CPA market on the basis of relationship quality, IRS representation capability, and breadth of services under a single roof. No public listing, institutional investment, parent entity, or M&A activity is disclosed.

Name

O'Connell & Company

Legal name

O'Connell & Company LLC

Website

https://oconnellandcompany.net

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

O'Connell & Company LLC is a privately held, full-service accounting firm in suburban Philadelphia offering tax management, audits, bookkeeping, IRS representation, and financial forecasting to businesses ranging from startups to established enterprises in the U.S. market.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

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

Keywords

• Accounting services
• Tax preparation
• Financial auditing
• Bookkeeping services
• IRS representation

Headquarters

HQ city

Jenkintown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Accounting Services: The firm generates revenue through professional accounting and consulting service fees. As a full-service accounting firm, revenue is derived from billable professional services including tax preparation, audit and review engagements, bookkeeping, and advisory services. The firm likely operates on a combination of fixed-fee project arrangements and hourly billing depending on service type and client complexity.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

O'Connell & Company LLC is a full-service accounting firm that delivers professional accounting, tax, audit, bookkeeping, cash flow, and IRS representation services to businesses ranging from startups to established enterprises. The firm operates as a traditional professional services practice, providing personalized accounting solutions through direct client engagements.

Product overview

O'Connell & Company LLC offers a suite of professional accounting services delivered as individual service offerings rather than a unified software platform. The company's portfolio consists of six core service areas: Tax Management Services for tax planning and preparation; Audits, Reviews and Compilation for financial reporting; Cash Flow and Budgeting Analysis for strategic financial insights; Accounting Services for day-to-day financial task outsourcing; IRS Representation for tax authority representation; and Financial Projections and Forecasts for forward-looking business planning. These services are positioned as personalized, professional solutions designed for businesses ranging from startups to established enterprises.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Management Services Comprehensive tax planning and preparation services designed to minimize liability and optimize financial opportunities for business clients.
• Audits, Reviews and Compilation Financial reporting services that ensure client records are accurate and properly reflective of their business's financial status.
• Cash Flow and Budgeting Analysis Strategic financial analysis services providing insights into business financial health to inform profitable decision-making.
• Accounting Services Outsourced day-to-day financial task management (bookkeeping) allowing clients to focus on growing their business.
• IRS Representation Professional representation services for clients before the IRS, providing experienced voice to speak on their behalf during tax matters.
• Financial Projections and Forecasts In-depth projection and forecasting services providing foresight for thriving in dynamic economic environments.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Marcum LLP: Top-tier U.S. accounting and advisory firm serving mid-market and SMB clients. Comparable full-service model (tax, audit, advisory, consulting) but with significantly broader resources and geographic coverage.
• BDO USA: Global accounting and advisory network with significant U.S. SMB and mid-market practice. Comparable in offering tax, audit, and advisory services but at vastly larger scale and broader geographic footprint.
• Citrin Cooperman: Top-30 U.S. accounting and advisory firm serving privately held SMBs and mid-market companies. Comparable in service mix (tax, audit, advisory, outsourced accounting) but operates at materially greater scale across multiple geographies.
• CliftonLarsonAllen (CLA): Large U.S. accounting firm focused on privately held businesses, SMBs, and mid-market companies. Comparable service lines including tax, audit, and outsourced accounting, but at far greater scale and geographic reach.
• Withum: Top-30 U.S. accounting and advisory firm serving SMBs, mid-market, and closely-held businesses. Comparable in core service mix including outsourced CFO, tax, and audit, with a similar SMB orientation but far greater scale.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services firm targeting SMBs and startups. Comparable in serving the same horizontal SMB/startup client base but differentiated by proprietary software/automation versus O'Connell's traditional service model.

Regional players

• Kreischer Miller: Mid-sized regional CPA and business advisory firm based in the greater Philadelphia/Pennsylvania area. Comparable as a locally-rooted full-service accounting firm serving SMBs and mid-market clients across tax, audit, and advisory lines.
• Wiss & Company: Mid-Atlantic regional accounting and advisory firm headquartered in New Jersey with operations in Pennsylvania. Directly comparable full-service practice (tax, audit, advisory) targeting owner-operated businesses and mid-market clients in the same Northeast geography.
• RKL LLP: Mid-Atlantic accounting and business advisory firm with a strong Pennsylvania presence. Comparable as a full-service CPA firm targeting privately held businesses, family-owned companies, and mid-market clients.

Direct peers

• Paragon Accounting Group: Small-to-mid sized CPA firm offering tax, audit, and advisory services to SMBs. Highly comparable as a similarly structured local accounting practice serving the same horizontal SMB client base with a comparable service mix.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 O'Connell & Company