Count

What Count does

Count Inc. is a US-based professional services platform founded in February 2023 by Eric Rachlin and Rohit Chande with backing from Jazz Venture Partners. The company operates a five-line service stack - Specialty Tax, Full-Service CPA, Office of CFO, IT Services, and Wealth Management - delivered to growth-minded accounting firms and middle-market companies through direct engagement and embedded shared services.

The underlying technology layer is an in-house AI solutions team building proprietary tools for document review, tax research, client communication, meeting summarization, and diagnostic flagging. AI is composed atop third-party foundation models (including ChatGPT Teams for text summarization) with workflow tooling and client portals layered on top; no proprietary model or training pipeline is disclosed. The platform's technical architecture is therefore best characterized as AI-orchestrated professional services rather than a model-native product.

Count's business model combines traditional professional services revenue (quote-based engagements across tax, audit, advisory, fractional CFO, IT consulting, and wealth management) with a stated programmatic M&A strategy supported by shared services (HR, Finance, Legal, IT, Marketing) and an Employee First ownership model. Go-to-market is sales-led with community and event reinforcement, targeting managing partners and CEOs of middle-market and Top 300 accounting firms via direct outreach, Managing Partners' Roundtables, and industry conferences such as BDO Alliance EVOLVE.

Name

Count

Legal name

Count Inc.

Website

https://withcount.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Count Inc. is a US-based professional services platform combining specialty tax, full-service CPA, fractional CFO, IT, and wealth management with proprietary AI tools, serving growth-minded accounting firms and middle-market companies through shared services and strategic partnerships.

Ownership category

akta.pro rank

Product category

Accounting & Financial Advisory Services

NAICS

Corporate, Subsidiary, and Regional Managing Offices (551114)

akta.pro primary industry

Data Analytics & Business Intelligence Services (BPAHALAC)

akta.pro secondary industry

Data Monetization & Data Products Services (BPAEAHAL)

Keywords

• Professional accounting services
• Specialty tax advisory
• Fractional CFO services
• Wealth management advisory
• IT consulting services

Headquarters

HQ city

Not specified

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Specialty Tax Services: ASC 740 tax provision, R&D tax credits, cost segregation, energy incentives, SALT, transaction tax, and fixed asset consulting delivered by a national team of experienced professionals.
2. Full-Service CPA & Advisory: Comprehensive accounting, audit, and advisory services including financial statement audits, reviews, compilations, tax compliance, and strategic planning for businesses at every stage.
3. Office of CFO & Strategic Finance: Transaction Advisory, Valuation, QofE, Fractional CFO support, budgeting, forecasting, and analytics services providing financial leadership for scaling companies.
4. IT & Digital Transformation Services: End-to-end IT consulting including ERP selection, implementation, business process redesign, systems integration, and workflow modernization.
5. Wealth Management & Family Office Support: Holistic wealth planning, investment advisory, and back-office support for founders, families, and executives including bill pay, recordkeeping, and consolidated reporting.

Go-to-market motion3 records

Distribution channels1 record

Marketing channels4 records

Core offering

Count is a unified professional services platform that partners with growth-minded accounting and financial services firms to deliver integrated accounting, tax, advisory, IT, and wealth management services alongside proprietary AI-powered solutions. The company provides specialty tax, full-service CPA and audit, fractional CFO/Office of the CFO, IT modernization, and wealth management capabilities supported by long-term permanent capital, shared services, and programmatic M&A support for partner firms.

Product overview

Count is a unified professional services platform that provides integrated financial services to accounting firms and their clients. The company operates as a platform-plus-services model, combining five core service lines—Specialty Tax Services, Full-Service CPA Firm, Office of the CFO, IT Services, and Wealth Management—with proprietary AI-powered solutions developed in-house. The platform is designed to help partner firms modernize operations, scale efficiently, and deliver enhanced client service through technology-enabled processes and shared services.

Differentiator

Problem solved

Functional benefit

Products and services

• Specialty Tax Services A national team delivering deep expertise across ASC 740 tax provision and reporting, R&D tax credits, cost segregation, FIN 48 analysis, M&A tax diligence, international tax, state and local tax (SALT), energy and sustainability incentives, and fixed asset optimization. Targeted at accounting firms and middle-market businesses needing complex tax support.
• Full-Service CPA Firm End-to-end accounting, audit, and advisory services including financial statement audits, reviews, compilations, federal and state tax compliance, strategic planning, cash flow management, internal controls, and succession planning for businesses at every stage.
• Office of the CFO Scalable financial leadership through fractional CFO services, transaction advisory, valuation, quality of earnings (QofE), budgeting, forecasting, KPI dashboard development, cash flow optimization, financial modeling, and board/investor reporting for middle-market and scaling companies.
• IT Services End-to-end IT consulting including ERP implementation, systems integration, business process redesign, cloud IT services, workflow automation, cybersecurity controls, and technology modernization for accounting firms and their clients.
• Wealth Management Holistic financial planning services, investment advisory, retirement planning, estate and trust structures, tax-efficient investing, family office support, bill pay, recordkeeping, and consolidated reporting for founders, families, and executives connected to partner firms and clients.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability9 records

Feature1 record

Partnerships

One partnership is on record.

• BDO AllianceminorStrategic or Co-development PartnerCount participates in BDO Alliance EVOLVE conferences and engages with BDO Alliance member firms as part of their target market of middle-market and Top 300 accounting firms. Not a formal partnership but rather engagement with the broader accounting firm ecosystem.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Citrin Cooperman: Top-30 US accounting and advisory firm focused on middle-market, closely-held, and family-owned businesses. Comparable because it bundles specialty tax, advisory, and wealth services while pursuing aggressive M&A-led organic growth—mirroring Count's strategic playbook.
• Aprio: Top-30 US accounting and advisory firm focused on middle-market, fintech, and tech-enabled businesses. Shares Count's integrated approach across tax, advisory, technology, and CFO services for growth-oriented firms and has been an active acquirer.
• Marcum LLP: Top-20 US accounting and advisory firm providing tax, audit, advisory, and technology services to middle-market companies. Direct comparable given its similar service line breadth and long track record of M&A-driven expansion.
• Wipfli: Top US accounting and consulting firm serving middle-market companies across audit, tax, technology, and advisory—closest comparable given shared focus on bundling CPA capabilities with technology enablement for the middle market through both organic build and M&A.
• RSM US: Leading middle-market assurance, tax, and consulting firm in the US with national reach. Directly comparable: both serve growth-oriented middle-market clients with integrated tax, CFO advisory, and digital services and have pursued acquisitions to expand service lines.
• Withum: Top US accounting and advisory firm serving middle-market clients across tax, audit, advisory, and digital transformation. Comparable because it bundles traditional CPA services with technology-led growth and advisory offerings for owner-led businesses.
• Kreischer Miller: Mid-size US accounting, tax, and business advisory firm serving closely-held and family-owned businesses in the middle market. Comparable in segment focus, integrated service offering, and target customer profile.

Broad incumbents

• Grant Thornton US: Major US audit, tax, and advisory firm serving dynamic middle-market companies. Comparable in scale, service breadth, and middle-market focus—though substantially larger and more established than Count.
• CBIZ: Major US accounting, tax, and professional services firm serving middle-market businesses and individuals across the country. Comparable in scope of services and middle-market focus, but at materially larger scale and longer operating history.
• BDO USA: Major US accounting and professional services firm with broad service offerings including tax, audit, advisory, and digital transformation. Larger incumbent serving many of the same middle-market customers that Count targets and operating its own AI initiatives.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/count-technologies-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Count