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Crete PA partners with non-attest arms of U.S. accounting firms, letting firms keep their brand and leadership while gaining centralized back-office, technology, and capital support. Revenue comes from 20+ partner firms totaling over $300 million annually, with Crete PA providing tax, advisory, and other non-attest services via subsidiaries and partner firms handling audits. Founded in 2023 by Jake Sloane and Frank Zhang, the firm secured a May 2024 investment from Thrive Capital and Bessemer Venture Partners to boost AI and technology. Its growth plan includes investing over $500 million to acquire more U.S. firms, taking majority stakes while allowing original owners to retain minority equity to stay involved, aiming to create a larger network that competes with bigger platforms while preserving local culture.
Industries
Data & Analytics
Consulting
AI & Machine Learning
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Tampa, Florida
Founded
2023
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Health Insurance
401(k) Retirement Plan
Paid Vacation
Flexible Work Hours
Remote Work Options
Wellness Program
Mental Health Support
Conference Attendance Budget
Professional Development Budget
Hybrid Work Options
Stock Options
Company Equity
Life Insurance
Short-term Disability
Long-term Disability
Paid Holidays
PTO/vacation
Employee Discounts
Meal Benefits
Phone/Internet Stipend
Reid Advisors, a Long Island-based accounting firm, has expanded significantly since joining Crete Professionals Alliance in February 2024, growing its revenue from approximately $25 million to $55 million through strategic acquisitions. The firm completed six acquisitions between January 2025 and January 2026, strengthening its New York presence and entering the Southeast market. Notable additions include Housman & Elezovic, Rosenberg & Manente, MJ Berger, and HKMP in New York, plus McDowell-Perham and Barb & Company in South Carolina, collectively adding approximately $20 million in revenue. Reid leveraged Crete's platform for capital, operational support and technology whilst maintaining local leadership. The expansion demonstrates how Crete's model enables large accounting firms to scale through acquisition whilst preserving client relationships and firm culture.
Crete expands its California footprint and adds valuation services by partnering with San Diego-based Cabrillo Advisors
Crete Professionals Alliance (“Crete PA”), an alliance of accounting and professional services firms, announced today that it has raised strategic cap
TAMPA, Fla.-(BUSINESS WIRE)-Crete Professionals Alliance ("Crete PA"), an alliance of accounting and professional services firms, announced today that it has raised strategic capital in a round led by Thrive Capital and Bessemer Venture Partners.
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Industries
Data & Analytics
Consulting
AI & Machine Learning
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Tampa, Florida
Founded
2023
Find jobs on Simplify and start your career today