Bucknam & Conley
What we could verify
- Registered business?
- Registration found: New York Department of State, status Active, formed 2020
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Xero
Who they say they serve: restaurants, construction, real estate, manufacturing, technology (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Bucknam & Conley | home page | |
| Website | https://bucknamconleycpas.com/ | home page | |
| Office locality | Saratoga Springs, NY | home page | |
| Service area | United States (stated by the firm) | /who-we-serve | |
| Phone | +15185878329 | home page | |
| Offers bookkeeping | Documented: ...to address how changes will impact our clients’ businesses. Learn More Accounting and Bookkeeping Services At Bucknam & Conley CPAs, we simplify business accounting through secure... | /services | |
| Monthly bookkeeping | Documented: ...of transactions and a need for up-to-date financial data to make quick decisions. Monthly Bookkeeping: Our most popular and recommended option - perfect for businesses seeking... | /services/accounting-bookkeeping-services | 8 pts (max 8) |
| AP / AR | Documented: ...and Record Depreciation and Amortization Record Prepaid and Accrued Expenses Review of Accounts Receivable and Accounts Payable Reconcile Loan and Payroll Accounts Track Vendors... | /services/accounting-bookkeeping-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...Accrued Expenses Review of Accounts Receivable and Accounts Payable Reconcile Loan and Payroll Accounts Track Vendors and Manage 1099s Sales Tax Management and Filing of Sales Tax... | /services/accounting-bookkeeping-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Accounting Services Include Classification of Bank / Credit Card Transactions Review of Balance Sheets and Profit and Loss accounts to ensure proper classification Review Fixed... | /services/accounting-bookkeeping-services | 6 pts (max 6) |
| Industries served (documented) | restaurants, construction, real estate, manufacturing, technology, veterinary, medical, attorneys | home page | 5 pts (max 5) |
| Software supported | QuickBooks, Xero | /services/accounting-bookkeeping-services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| What is included / excluded | Documented: ...provide guidance throughout the year as your business evolves. Our QuickBooks Services Include: QuickBooks Setup - If you are new to QuickBooks, don’t worry. We can help you select... | /services/accounting-bookkeeping-services | 5 pts (max 5) |
| Named contact / team | Carissa Conley, CPA | /our-team | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: BUCKNAM & CONLEY CPAS, PLLC · NY DOS ID 5899314 · New York Department of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2020-12-17 (initial filing date of a New York-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: New York Department of State active corporations (data.ny.gov n9v6-gdp6) lists BUCKNAM & CONLEY CPAS, PLLC (NY DOS ID 5899314), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2020-12-17 as the initial filing date of a New York-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Bucknam & Conley's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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