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Grassi Tech Stack

Independent accounting and advisory firm serving mid-market and enterprise clients

Professional Services Jericho, New York 501–1,000 employees Founded 1980 Privately Held

Grassi is a 40+ year old accounting and advisory firm operating as an employee-owned ESOP since 2023, which shields it from private-equity pressure and aligns retention with profitability. The hiring acceleration (26 roles in 30 days, heavily weighted toward senior finance roles) paired with active projects in tax tech implementation, ERM compliance, and process automation suggests a scaling play in client service depth rather than pure headcount growth. Stack is enterprise accounting software (Sage Intacct, Dynamics 365, CCH Axcess, Deltek)—mature, not innovative—reflecting a services firm optimizing delivery velocity, not building product.

Tech Stack 16 technologies

Core StackQuickBooks Sage Intacct Excel Word Microsoft Office CCH Axcess Dynamics 365 Finance and Operations Deltek Vantagepoint Deltek Outlook Microsoft Project CCH Dynamics 365 Supply Chain Management Viewpoint Sage 300 Procore Financials

What Grassi Is Building

◆Challenges

Maintain positive cash flow
Invoice processing delays
Government audit compliance
Optimizing client billing
Improving engagement profitability
Compliance with far and dfar
Cost effectiveness of inventory and equipment
Expenditure control
Ensuring positive cash flow
Financial sustainability

▲Active Projects

Vjis employee morale program
Develop enterprise risk management program (erm) including compliance monitoring
Tax technology implementation
Develop and implement creative technologies to improve processes
Qapi program
Infection prevention and control program
Emergency preparedness team
Annual open enrollment process
Annual focal point review program
Create dashboard of key statistics

Hiring Activity

Accelerating45 roles · 25 in 30d

Department

Finance

33

Healthcare

5

HR

2

Ops

2

Sales

2

Marketing

1

Seniority

Senior

21

Manager

9

Mid

9

C-Level

3

Junior

2

Director

1

Notable leadership hires: Director Nursing, Chief Financial Officer

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About Grassi

Grassi advises mid-market and enterprise clients on accounting, tax, audit, and risk management. Founded in 1980, the firm expanded from a single office to 501–1,000 employees across multiple practices: advisory, accounting (CPA), and consulting. They serve clients across financial services, healthcare, and government sectors. Revenue model is time-and-materials professional services; pain-point tracking shows recurring friction around invoice processing, cash flow management, and engagement profitability—typical for firms scaling without proportional efficiency gains. The 2023 ESOP conversion signals a deliberate choice to remain independent and grow organically.

HeadquartersJericho, New York

Company Size501–1,000 employees

Founded1980

Hiring MarketsUnited States

Frequently Asked Questions

What accounting software does Grassi use?

Sage Intacct, CCH Axcess, Dynamics 365 Finance and Operations, Deltek Vantagepoint, and Sage 300 appear across their stack, alongside Excel, Word, and Outlook for day-to-day operations.