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Bucknam & Conley

Evidence Score 58/100 at 77% evidence coverage 3 of 10 on the Albany-Schenectady area list How the score works

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

Documented services + buyer fit35 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 0 checked
Operational + pricing transparency8 of 25 pts, 22 checked
Verified identity + continuity15 of 15 pts, 15 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Bucknam & Conley's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
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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