Reid Financial Management, Llc

What Reid Financial Management, Llc does

Reid Financial Management, LLC, doing business as Reid Accountants + Advisors, is a private professional services firm founded in 1992 and headquartered in Woodbury, New York. The firm operates through an alternative practice structure composed of Reid CPAs, LLP, which provides attest and audit services, and Reid Tax & Advisory Services, LLC, which provides tax and business consulting services. Together, the entities offer nine core service lines: accounting, audits and assurance, business management, consulting, family office services, forensic and valuation, insurance, payroll, and tax services. The firm serves three primary client segments: small and mid-sized businesses needing compliance and back-office support, high-net-worth individuals and families requiring multi-generational wealth and estate planning, and companies undergoing mergers, acquisitions, or other transactions. Reid is an independent member of the Crete Professionals Alliance, a professional services network that provides collaborative resources and extended market reach.

The firm employs a relationship-based, sales-led go-to-market motion, acquiring clients through direct business development, referrals, and industry recognition, and delivers ongoing service through a secure client portal. Revenue is generated via professional services fees that are quote-based and not publicly disclosed, with no software product, API, or proprietary technology platform indicated in the data. Office locations include the Woodbury headquarters, a New York City office that is relocating to 800 Third Ave effective June 12, 2026, and an additional office in South Carolina, indicating a regional rather than national footprint. The firm received a rare triple distinction in Accounting Today's 2026 rankings, which functions as a brand and business development asset, and markets itself through content (blog), organic social channels (LinkedIn, Facebook, Instagram), and earned media. No venture, private equity, or institutional ownership is disclosed; the firm is described as independently owned.

Name

Reid Financial Management, Llc

Legal name

Reid CPAs, LLP and Reid Tax & Advisory Services, LLC

Website

https://reidllp.com

Company type

Private

Founded year

1992

Operating status

Operating

Short description

Reid Accountants + Advisors is a Woodbury, New York-based professional services firm providing accounting, tax, audit, payroll, insurance, consulting, and family office services to small and mid-sized businesses and high-net-worth individuals in the New York metro and South Carolina markets.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

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

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Accounting services
• Tax advisory services
• Audit assurance
• Family office services
• Business consulting

Headquarters

HQ city

Woodbury

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting & Audit Services: Comprehensive accounting services including bookkeeping, financial statements, audits, and assurance services provided to business clients.
2. Tax Services: Tax compliance and planning services for corporate, personal, trust and estate, including federal, state and local tax matters.
3. Family Office Services: Comprehensive family office services including process support, technology solutions, tax planning, and estate and legacy planning.
4. Consulting Services: M&A and transaction advisory services, business valuation, forensic accounting, and business management consulting.
5. Insurance Services: Commercial and personal insurance services including employee benefits, workers compensation, and life insurance.
6. Payroll Services: Payroll processing and administration services for business clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Reid Financial Management, LLC (doing business as Reid Accountants + Advisors) is a professional services firm that delivers accounting, audit, tax, payroll, insurance, family office, and consulting services. The firm operates as an alternative practice structure composed of Reid CPAs, LLP (attest services) and Reid Tax & Advisory Services, LLC (tax and business consulting), and is an independent member of the Crete Professionals Alliance.

Product overview

Reid Accountants + Advisors is a professional services firm operating as an alternative practice structure comprising Reid CPAs, LLP (providing attest and audit services) and Reid Tax & Advisory Services, LLC (providing tax and business consulting services). The firm offers a comprehensive suite of professional service offerings organized into nine core service lines: Accounting Services (bookkeeping, controller services, financial statements, tax compliance), Audits & Assurance, Business Management, Consulting (M&A advisory), Family Office Services, Forensic & Valuation, Insurance Services, Payroll Services, and Tax Services. The firm is an independent member of the Crete Professionals Alliance. Services are delivered through professional staff expertise rather than a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive accounting services including bookkeeping, outsource controller services, automated accounting system implementation, financial statements, accounting software management, budgeting and cash flow projections, tax compliance, business incorporation, and 401K/Simple IRA administration for small and mid-sized business clients.
• Audits and Assurance Audit and assurance services covering audits and financial reporting, information systems assurance, and employee benefits plan audits for business clients.
• Business Management Business management and back office support services delivered to clients for operational efficiency.
• Consulting Strategic consulting services including M&A and transaction advisory for businesses undergoing transactions.
• Family Office Services Comprehensive family office services including process and operational support, advanced technology solutions, tax planning strategy and preparation, and estate, philanthropy and legacy planning for high-net-worth individuals and families.
• Forensic and Valuation Specialized forensic accounting and business valuation services including asset tracing, economic damages analysis, lost profits analysis, business valuation, litigation support, expert testimony, bankruptcy services, and collaborative divorce financial services.
• Insurance Services Insurance services including commercial insurance, employee benefits programs, workers' compensation, personal insurance, and life insurance for business and individual clients.
• Payroll Services Comprehensive payroll processing and administration services for business clients.
• Tax Services Full-service tax offerings including corporate, personal, federal/state/local tax compliance, trust and estate planning, cost segregation, and employee retention tax credit services.

Quantifiable outcome

• Small business owners can miss $5,000 to $10,000 in legitimate tax deductions annually without proper guidance

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Crete Professionals AlliancecoreStrategic or Co-development PartnerReid Accountants + Advisors operates as an independent member of the Crete Professionals Alliance. This affiliation provides access to a network of professional resources, shared expertise, and collaborative opportunities across the accounting and advisory profession.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Marks Paneth: NY-based accounting firm providing audit, tax, consulting, and wealth management services to closely held businesses, family offices, and HNW clients—matching Reid's client profile and full-service approach.
• Prager Metis CPAs: NY-based accounting and advisory firm offering tax, audit, business management, and consulting services with an emphasis on closely held businesses and family wealth—closely aligned with Reid's positioning.
• Anchin, Solucoes & Co. NY-headquartered full-service accounting and advisory firm serving privately held businesses and HNW individuals with tax, audit, and consulting services—closely mirroring Reid's model, segment focus, and tri-state footprint.
• Citrin Cooperman: Mid-market accounting, tax, and advisory firm based in NYC with broad service lines including business management and family office—directly comparable to Reid's nine-line offering and SMB/HNW segment mix.
• Sax LLP: Mid-market accounting, tax, and advisory firm serving privately held businesses, family offices, and HNW clients across the Northeast—comparable to Reid's service breadth and client mix.
• Berdon LLP: Manhattan-based CPA and advisory firm offering tax, audit, business management, and forensic services to privately held businesses and high-net-worth individuals—overlapping service lines and target segments with Reid.
• Kreischer Miller: Regional full-service CPA and advisory firm serving privately held businesses and HNW families with tax, audit, wealth management, and family office services—comparable regional professional services model.
• Grassi & Co. NYC-headquartered accounting and business advisory firm serving middle-market companies with tax, audit, technology, and consulting services—comparable scale and segment focus to Reid.

Broad incumbents

• Withum: Top-30 U.S. accounting and advisory firm with a strong Northeast presence providing audit, tax, and consulting services to mid-market and HNW clients—larger scale peer with overlapping services and segment focus.

Others

• Crete Professionals Alliance: Alliance of independent CPA and advisory firms of which Reid is a member; functions as a peer network enabling referral sharing and shared back-office resources rather than a direct competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ReidAccountantsAdvisors
• LinkedInlinkedin.com/company/ReidAccountantsAdvisors
• Instagraminstagram.com/ReidAccountantsAdvisors

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 Reid Financial Management, Llc