Kelley & Company

What Kelley & Company does

Kelley & Company, LLC is a private, for-profit CPA firm headquartered in Prospect, United States, providing professional accounting services to both individual consumers and business clients. Its stated service offerings span tax preparation, bookkeeping, CPA services, and financial consulting — a standard suite of offerings for a small-to-mid-sized regional accounting practice. The firm employs between 11 and 50 staff, placing it in the small business segment of the U.S. professional services market.

The firm operates without any disclosed proprietary technology platform, software product, or digital service offering. The available source material for the firm's web presence (kelleycpa.com) consists solely of a minimal webpage placeholder containing a privacy notice link and no substantive content about services, team, or operations. No API exists, and no technology stack, integrations, or product roadmap are documented.

The firm's revenue model is consistent with traditional CPA practice economics: fee-based engagements including per-return tax preparation charges, recurring monthly bookkeeping contracts, hourly or project-based financial consulting fees, and annual CPA/advisory retainers. No pricing schedules, customer counts, or revenue figures are publicly disclosed. The absence of detailed operational data — including leadership roster, partnership arrangements, client composition, and growth metrics — materially limits analytical depth.

Name

Kelley & Company

Website

https://kelleycpa.com

Company type

Private

Headcount range

11–50 employees

Short description

Kelley & Company, LLC is a private CPA firm based in Prospect, United States, offering tax preparation, bookkeeping, financial consulting, and accounting services to both individual and business clients across an 11-50 employee regional practice.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

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

Keywords

• Tax preparation services
• Bookkeeping services
• CPA services
• Financial consulting
• Small business accounting

Headquarters

HQ city

Prospect

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Core offering

Kelley & Company, LLC provides CPA services, tax preparation, bookkeeping, and financial consulting. The firm serves both individuals and businesses, acting as a local accounting practice delivering traditional professional services rather than technology products.

Product overview

No product or service information is available in the provided source data. The source content consists solely of a minimal webpage footer with a privacy-related link and a CDN-served image resource.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Marcum LLP: Top-15 US accounting firm offering audit, tax, advisory, and consulting to mid-market businesses and individuals. Comparable in full-service CPA offering but at much larger scale, illustrating the upper-tier competitive set for a firm like Kelley & Company.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm serving private businesses, individuals, and nonprofits with tax, audit, advisory, and wealth advisory. Comparable in core CPA service mix, though at substantially greater scale and geographic reach than Kelley & Company.
• CBIZ: National professional services firm providing accounting, tax, advisory, and benefits/insurance services to private businesses and individuals. Comparable diversified service portfolio, though operating as a publicly-traded scaled platform.
• Withum: National advisory and accounting firm providing tax, audit, and consulting across multiple industries. Comparable service mix to Kelley & Company, serving both individuals and businesses, though operating at significantly greater scale and geographic breadth.

Regional players

• Baker Newman Noyes: New England-based CPA and advisory firm offering tax, accounting, and business advisory to closely-held companies and individuals. Closely comparable in scale and full-service model, though anchored to a different regional market than Kelley & Company.
• PKF O'Connor Davies: Mid-tier accounting and advisory firm serving closely-held businesses, high-net-worth individuals, and nonprofit organizations. Comparable full-service CPA offering and target client profile, with a Northeast US regional footprint.
• Aprio: Top-50 US accounting and business advisory firm providing tax, assurance, and advisory services. Comparable in offering tax preparation, bookkeeping, and financial consulting to both individuals and businesses, though operating across multiple US regions.
• BerryDunn: Top-100 US accounting firm based in New England providing tax, audit, and consulting. Comparable multi-service CPA model and similar mid-market positioning, though with broader geographic reach and industry specializations.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

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 Kelley & Company