accavallo

What accavallo does

Accavallo & Company, LLC (d/b/a ACO CPA) is a privately held, full-service certified public accounting and consulting firm headquartered at 1000 Bridgeport Avenue in Shelton, Connecticut. The firm delivers a five-part service suite: Tax Planning & Business Advice, Audit & Assurance, Advisory Services, BOI Reporting under the Corporate Transparency Act, and Fractional CFO Services & Business Advisory, complemented by ongoing bookkeeping and accounting support. Service delivery is relationship-led and primarily regional, anchored to a single Connecticut office supplemented by the Onvio secure client portal and remote/video capabilities, with extended evening hours during tax season.

The firm segments its client base across seven named verticals — Construction, Healthcare, Government, Non-Profit & Tax Exempt, Food & Beverage, Manufacturing and Distribution, and Real Estate — and additionally serves high net worth individuals on trust and estate matters. Customers range from local SMBs to enterprise accounts such as Sumner Communications and Mercury Communications. The technology stack is standard for a regional CPA practice: QuickBooks Online (with QuickBooks ProAdvisor credentials held internally), Onvio client portal, UltraTax, ProSystem Engagement, and Thomson Reuters applications; the firm operates no proprietary AI, API, or SDK products.

Revenue is generated entirely through professional services fees, with pricing structured per engagement rather than via disclosed rate cards. The go-to-market motion is sales-led and grounded in three organic channels — content marketing, social media presence (Facebook, LinkedIn, YouTube), and the ACO Compass quarterly newsletter — combined with two structured referral channels: a CPA-to-CPA network that routes estate and trust engagements to Accavallo, and a Loyalty Rewards Network that incentivizes existing clients to refer new business. The firm is privately held with no disclosed investors, funding rounds, M&A activity, or parent entity, and ownership appears consistent with a traditional founder/partner-managed CPA firm model.

Name

accavallo

Legal name

Accavallo & Company, LLC

Website

https://aco.cpa

Company type

Private

Operating status

Operating

Short description

Accavallo & Company is a privately held CPA firm in Shelton, Connecticut providing tax, audit, bookkeeping, BOI reporting, advisory, and fractional CFO services to SMBs and enterprises across construction, healthcare, government, nonprofit, and other industries in the Northeast.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Accounting services
• Tax preparation
• Audit assurance
• Fractional CFO
• Bookkeeping services

Headquarters

HQ city

Shelton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation & Filing Services: Preparation and filing of individual, business, partnership, trust, estate, and gift tax returns. Revenue generated through professional service fees based on complexity and scope of engagement.
2. Audit & Assurance Services: Audit and attestation services for businesses requiring independent verification of financial statements.
3. Bookkeeping & Accounting Services: Ongoing bookkeeping, account reconciliation, financial statement preparation, and accounting system support services.
4. CFO Services & Business Advisory: Fractional CFO services and business advisory including tax planning, financial management, and strategic guidance.
5. BOI Reporting Service: Beneficial Ownership Information reporting services as required under the Corporate Transparency Act.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Accavallo & Company, LLC is a full-service CPA firm providing tax planning and preparation, audit and assurance, bookkeeping, accounting, advisory, BOI reporting, and fractional CFO services. Offerings are delivered to small and mid-sized businesses and high-net-worth individuals across construction, healthcare, government, non-profit, food and beverage, manufacturing, and real estate verticals, primarily in Connecticut. Engagement delivery combines in-person consulting at the Shelton, CT office with remote service through the Onvio Client Portal and video conferencing.

Product overview

Accavallo & Company is a full-service certified public accounting and consulting firm offering a comprehensive suite of professional services. The firm's core offerings include Tax Planning & Business Advice, Audit & Assurance, Advisory Services, BOI Reporting Service, and CFO Services & Business Advisory. These services are delivered to clients across diverse industries including Construction, Healthcare, Government, Non-Profit & Tax Exempt, Food & Beverage, Manufacturing and Distribution, and Real Estate. The firm leverages the Onvio Client Portal as its primary digital platform for secure client communication and document exchange.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Business Advice
• Audit & Assurance
• Advisory Services
• BOI Reporting Service
• CFO Services & Business Advisory

Named customers5 records

Segments8 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• Legal and Business Advisory NetworkcoreStrategic or Co-development PartnerComprehensive network of legal professionals including business formation consultants, mediators, M&A advisors, family law specialists, estate planners, and intellectual property attorneys. Enables the firm to provide clients with holistic solutions combining legal and financial expertise.
• Investment Advisory & Financial Planning PartnerscoreStrategic or Co-development PartnerPartners providing comprehensive financial plans, investment strategies, and tax-optimized solutions. Collaborate on wealth accumulation, retirement planning, and risk management aligned with clients' long-term financial goals.
• Banking PartnerscoreStrategic or Co-development PartnerTrusted banking affiliates providing business lending, personal loans, mortgages, treasury management, and investment products. Support clients with customized financing solutions and financial health services.
• CPA-to-CPA Referral NetworkcoreChannel Partner/ Reseller/ DistributorCPA firms referring estate and trust engagements to Accavallo & Company, enabling referring firms to expand service offerings without infrastructure investment. Firms maintain client relationships while Accavallo handles specialized technical work.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Whittlesey PC (Hartford, CT): Connecticut-based full-service CPA and advisory firm serving SMBs and individuals across multiple industries. Comparable in size, regional focus, and service breadth (tax, audit, advisory) to Accavallo, making it the closest local competitor.
• Aprio (formerly Haefele Flanagan): Multi-vertical CPA and advisory firm serving construction, healthcare, non-profit, and other SMB verticals with tax, audit, and CFO services. Highly comparable operating model and client profile to Accavallo.
• Eide Bailly LLP: Top-25 US accounting firm providing tax, audit, and advisory services to SMB and mid-market clients across construction, healthcare, non-profit, and government verticals. Comparable service mix and client profile.
• Anders CPAs + Advisors: Mid-sized CPA and advisory firm offering tax, audit, and business advisory services to construction, healthcare, real estate, and other SMB verticals. Comparable service model and target client segments.

Broad incumbents

• PKF O'Connor Davies: Top-30 US accounting and business advisory practice with Northeast US offices. Provides tax, audit, advisory, and CFO services to SMB and mid-market clients across similar verticals, including a Connecticut presence, competing for the same client base as Accavallo but at greater scale.
• Marcum LLP: Large national accounting firm with significant Connecticut operations (including Shelton). Offers tax, audit, advisory, and CFO services across construction, healthcare, manufacturing, and other Accavallo verticals, but at much larger scale and broader geographic reach.
• CohnReznick LLP: Top-20 US accounting firm with strong presence in construction, real estate, non-profit, and government contracting verticals. Offers tax, audit, advisory, and CFO services; significantly larger than Accavallo but competes for the same CT SMB client base.
• Forvis (formerly FORVIS / BDO Central): Top-10 US accounting firm from the merger of BDO USA's private business practice with FORVIS. Offers tax, audit, and advisory services to SMBs across healthcare, construction, and manufacturing verticals similar to Accavallo's verticals.
• RSM US LLP: Top-5 US accounting firm serving middle-market companies with tax, audit, and consulting services. While much larger than the subject, RSM competes for the upper end of Accavallo's client profile in CT.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm focused on private middle-market and SMB clients across construction, healthcare, non-profit, real estate, and manufacturing verticals. Comparable client mix and service breadth, though operating at significantly greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights4 records

Customer concentration

• YouTubeyoutube.com/@AccavalloAdvisors
• Facebookfacebook.com/AccavalloCPA
• LinkedInlinkedin.com/company/acocpa

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 accavallo