Barnes & Co.

What Barnes & Co. does

Barnes & Company CPA's, P.C., operating as Barnes & Co., is a privately-held professional accounting corporation headquartered at 646 Long Island Ave., Deer Park, New York. The firm delivers accounting, tax preparation and planning, payroll processing, business consulting, and individual financial planning services to a horizontal mix of small and medium-sized businesses and individual taxpayers in the Long Island and broader Northeast US market. Its service portfolio spans monthly accounting and reporting (balance sheets, bank reconciliation, general ledger), full-scope tax services (federal, state, local, sales, property, unemployment, plus IRS audit support and problem resolution), and complete payroll processing including direct deposit, quarterly reports, 941 and W-2 filings, and year-end reporting.

The firm's technology stack is limited to a third-party-hosted Secure Client Portal (built on the Dillners virtual office platform) that provides bank-level encrypted file transfer and 24/7 document access; there are no proprietary platforms, APIs, or AI features. Distribution is entirely direct — phone, in-person consultation, and the portal — with marketing driven by the firm website, IRS resource links, and community memberships such as the East Coast Real Estate Investors Association (ECREIA).

The business model is professional services revenue from recurring engagements plus seasonal filing work. Pricing is quote-based with no publicly disclosed rate card, and the firm holds itself out as offering "reasonable prices" backed by an error guarantee covering penalties or late fees from firm mistakes. GTM is relationship-led, relying on referrals and local market presence rather than paid acquisition. The firm employs approximately nine staff, including two CPAs, a payroll supervisor, a senior accountant, and client-coordination and support roles. No founding date, revenue, funding, or external ownership is disclosed.

Name

Barnes & Co.

Legal name

Barnes & Company CPA's, P.C.

Website

https://sb.acctingoffice.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Barnes & Company CPA's, P.C. is a privately-held Long Island, NY accounting firm providing tax preparation, bookkeeping, payroll processing, and business consulting to local small and medium-sized businesses and individual taxpayers on a relationship-driven, quote-based engagement model.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

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

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Accounting services
• Tax preparation
• Payroll processing
• Financial planning
• Business consulting

Headquarters

HQ city

Deer Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Recurring professional services revenue from accounting, tax preparation, and payroll processing. Services are billed based on engagement scope with no public pricing disclosed.
2. Tax Preparation and Planning: Tax preparation and planning services for individuals and businesses covering federal, state, and local taxes.
3. Payroll Processing Services: Complete payroll processing including direct deposit, quarterly reports, payroll tax filings (941 forms, W-2 forms), and year-end reporting.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Barnes & Company CPA's, P.C. is a professional accounting firm delivering accounting, tax preparation and planning, payroll processing, business consulting, and individual financial planning services to local businesses and individuals on Long Island, New York. Services are supported by a secure 24/7 client portal enabling document exchange and report access, with an error guarantee covering any firm-caused penalties or late fees.

Product overview

Barnes & Company CPA's, P.C. is a professional accounting firm offering a unified suite of financial services. The core offerings include Accounting Services (monthly reporting, balance sheets, bank reconciliation, general ledger reports), Tax Services (preparation, planning, and problem resolution), and Payroll Services (processing, quarterly reports, tax filings). The firm also provides a Secure Client Portal for secure file transfers and 24/7 access to documents. Additional services include Consulting Services and Business Services for commercial clients, as well as individual financial planning services.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive business accounting including monthly reporting, balance sheets, bank reconciliation, general ledger reports, and business trend graphs for small and mid-sized businesses managing their finances.
• Tax Services Full-service tax preparation and planning covering federal, state, and local taxes, sales tax, property tax, unemployment taxes, plus tax problem resolution and IRS audit support for individuals and businesses.
• Payroll Services Complete payroll processing with direct deposit, professional check generation, quarterly reports, payroll tax filings (941 and W-2 forms), and year-end reporting for businesses.
• Business Consulting Services Expert business consulting and training tailored to client circumstances, providing guidance across a variety of operational issues to help businesses operate efficiently and profitably.
• Services for Individuals Comprehensive financial planning services tailored to personal circumstances and family needs, including personal tax preparation and ongoing financial guidance for individual clients.

Quantifiable outcome

• Error guarantee: firm covers penalties or late fees caused by errors in their work

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• East Coast Real Estate Investors Association (ECREIA)minorOthersMembership organization providing networking opportunities within the real estate investment community. Firm displays ECREIA membership logo on website footer.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Bench: Bench provides automated bookkeeping with dedicated accountants to small businesses, competing with Barnes & Co. for SMB accounting and tax clients through a software-led, monthly-subscription model.
• 1-800Accountant: 1-800Accountant is a virtual accounting and tax services firm serving small businesses and individuals nationwide, offering a similar accounting/tax/payroll bundle to Barnes & Co.'s but with a centralized, technology-driven delivery model.
• Pilot: Pilot is a tech-enabled accounting, bookkeeping, and CFO services provider focused on startups and small businesses, directly competing for the same SMB client base as Barnes & Co. with a more digital, scalable delivery model.

Emerging players

• Botkeeper: Botkeeper combines AI and human accountants to deliver bookkeeping and accounting services to SMBs and accounting firms, representing a tech-first alternative that could compete with or enable smaller practices like Barnes & Co.

Broad incumbents

• Liberty Tax: Liberty Tax is a national tax preparation franchise competing with Barnes & Co.'s individual and small business tax services through a large retail footprint and standardized pricing.
• BDO USA: BDO USA is a top-tier national accounting and advisory firm serving SMBs and mid-market clients, representing the larger, full-service incumbent that Barnes & Co. competes against as its SMB clients grow.
• H&R Block: H&R Block is a large national tax preparation and financial services brand with retail and digital offerings, competing with Barnes & Co. for individual and small business tax and bookkeeping clients, especially during tax season.

Regional players

• Anchin, Block & Anchin LLP: Anchin is a New York-based accounting and advisory firm serving closely held businesses and individuals, directly comparable to Barnes & Co. in client mix and services but operating at significantly larger scale in the same metropolitan market.
• Citrin Cooperman: Citrin Cooperman is a mid-sized regional accounting and advisory firm with a strong New York tri-state presence, directly competing with Barnes & Co. for Long Island SMB accounting, tax, and advisory engagements at a larger scale.
• Marcum LLP: Marcum LLP is a top-15 U.S. accounting firm with deep Long Island and New York roots, competing with Barnes & Co. for small and mid-sized business audit, tax, and advisory work in the same geographic market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Barnes & Co.