What Baker Tilly Foundation does

Baker Tilly Foundation is identified in firmographic records as the community-impact arm supporting education, health and well-being (founded 2022, Chicago). However, the supplied source material does not describe the Foundation as a distinct operating entity — virtually all substantive data pertains to Baker Tilly the underlying professional services firm (Baker Tilly US, LLP and Baker Tilly Advisory Group, LP). For analytical purposes the operative entity is therefore Baker Tilly: a top-10 international network member operating as the 6th largest US advisory CPA firm, delivering assurance, tax and consulting services to middle-market clients across 12+ industry verticals (construction, energy, financial services, government, healthcare, higher education, manufacturing, not-for-profit, private equity, real estate, technology, transportation). The platform spans specialized practices in AI consulting, digital solutions, ESG, international, managed services, private wealth, risk advisory, and transactions, augmented by proprietary frameworks (Private-to-Public transformation, four-phase data governance, AI Governance Framework, Baker Tilly Guided AI) and a Sage Intacct VAR practice strengthened through the Sockeye acquisition.

The firm monetizes through quote-based, engagement-scoped professional services priced per proposal, with a growing managed services/outsourced accounting book (finance, accounting, tax, fund administration, AP automation) that introduces recurring revenue. Distribution is direct and senior-led in the US, complemented by the global Baker Tilly International network (50,000+ professionals, 147 territories, $6.8B combined worldwide revenue) and channel alliances with Sage, AWS, Microsoft, Oracle, Salesforce, Deltek, IFS, NetSuite, UiPath, OneStream and finance-automation partners. Demand generation is content- and event-led, anchored on proprietary research (Mid-Market Report, Investment Outcomes Monitor, REcap), large conferences (Technology Finance Symposium, Executive Healthcare Conference) and an active earned-media footprint (WSJ, Reuters, Accounting Today).

Following the April 2025 combination with Moss Adams and a series of 2025–2026 acquisitions (Sockeye, KraftCPAs, Berkowitz Pollack Brant, Anchin), Baker Tilly reports 11,000+ team members, ~3,400 certified public accountants, 1,000+ principals, $3B+ FY2024 firm revenue, and is shifting its firm headquarters from Chicago to New York City. Ownership sits with all firm principals alongside Hellman & Friedman and Valeas Capital Partners as institutional investors.

Name

Baker Tilly Foundation

Legal name

Baker Tilly US, LLP / Baker Tilly Advisory Group, LP

Website

https://bakertilly.com

Company type

Private

Founded year

2022

Operating status

Operating

Short description

Baker Tilly Foundation is the community-impact arm of Baker Tilly, a top-10 international accounting network whose US member is the 6th largest US advisory CPA firm (11,000+ staff, $3B+ FY2024 revenue) serving middle-market clients across 12+ industries with assurance, tax, consulting, managed services, AI and digital solutions.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel

Revenue model

1. Assurance services: Audit and assurance engagements delivered through Baker Tilly US, LLP, a licensed independent CPA firm; pairs deep industry knowledge with service specialization for high-quality accounting and assurance services.
2. Tax services: Federal, state and local tax, international tax, global mobility and expatriate services delivered through Baker Tilly Advisory Group, LP and subsidiaries; includes tax credit transferability, incentives advisory, IEEPA tariff refund advisory, and OBBBA-related compliance work.
3. Consulting and advisory services: Includes transactions services (M&A, due diligence, valuation, project finance, investment banking), risk advisory, ESG & sustainability, AI consulting, digital solutions and CFO advisory, delivered as time-and-materials and fixed-fee engagements.
4. Managed services and outsourcing: Recurring managed services for finance, accounting, tax, fund administration and back-office operations including outsourced accounting, asset management outsourcing, Sage Intacct implementation/managed services, and AI-enabled automation (via Basis collaboration).
5. Private wealth services: Bespoke, advanced family office and tax solutions for high-net-worth individuals and families, delivered via dedicated Private Wealth practice (enhanced by Berkowitz Pollack Brant acquisition).
6. Investment banking / capital markets advisory: Baker Tilly Capital, LLC provides investment banking, mergers & acquisitions, capital sourcing and markets advisory services to middle-market clients.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels9 records

Core offering

Baker Tilly Foundation supports communities through philanthropy, volunteerism, and partnerships that advance education, health, and well-being. Operating as the philanthropic arm of Baker Tilly, the Foundation channels firm resources and employee engagement into community-focused initiatives in the Chicago, United States area and beyond.

Product overview

Baker Tilly is a professional advisory, tax and assurance firm rather than a packaged SaaS product; its offering is organized as a platform of integrated service lines grouped under three core practices — Assurance, Tax and Consulting — augmented by specialty practices including Artificial Intelligence Consulting, Digital Solutions, ESG & Sustainability, International, Managed Services, Private Wealth, Risk Advisory and Transactions. The specialty practices build on the core trio, while the Digital Solutions and AI practices connect the service portfolio to productized technology offerings such as Sage Intacct Implementation (deepened by the Sockeye acquisition), IFS Cloud, Deltek, NetSuite and Salesforce consulting, Baker Tilly Advantage, the transparencyNOW™/engagementNOW™/fmvNOW®/kolNOW® productized solutions, Multistate Payroll & HR Compliance Management, Dynamic Costing®, and Service Line Data Signs®. Recent growth (Moss Adams combination, Anchin, Berkowitz Pollack Brant, KraftCPAs and Sockeye acquisitions) significantly expands the platform's geographic and industry reach while the New York City headquarters shift (post-Anchin) anchors the combined firm as the sixth-largest U.S. accounting firm with ~11,000 team members and $3B+ FY2024 revenue.

Differentiator

Problem solved

Functional benefit

Products and services

• Community Philanthropy Program
• Volunteer Engagement Program
• Community Partnerships

Quantifiable outcome

• 76% of mid-market leaders surveyed by Baker Tilly use AI to improve efficiency and automate back-office work; 60% deploy AI to reduce overhead costs; only 1% make no AI investments
• +4 more outcomes

Named customers10 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability12 records

Feature6 records

Partnerships

28 partnerships are on record, tiered flagship, core and minor.

• Anchin, Block & Anchin LLPflagshipStrategic or Co-development Partner · 10 June 2026Baker Tilly entered into an agreement (June 10, 2026) to acquire Anchin, a New York-based accounting, tax and advisory firm founded in 1923 with ~600 staff and offices in New York City, Uniondale (NY), Boca Raton (FL), Palm Beach Gardens (FL) and India. Anchin specializes in private client, real estate, financial services, consumer products, professional services and AEC industries. Following close, Russell Shinsky will serve as Baker Tilly's New York managing principal, and New York City becomes Baker Tilly's firm headquarters.
• BasiscoreTechnology or Integration · 1 January 2026Collaboration announced (2026) to expand AI-enabled automation across accounting and finance managed services. Basis brings AI technology capabilities that Baker Tilly integrates into its managed-services delivery model for clients.
• Berkowitz Pollack Brant Advisors + CPAsflagshipStrategic or Co-development Partner · 15 December 2025Planned acquisition (signed Dec. 15, 2025) of one of Florida's largest accounting and advisory firms, founded in 1980 and headquartered in Miami with offices in Ft. Lauderdale, Boca Raton, West Palm Beach and New York City. National reputation for real estate taxation and HNW advisory; multilingual team fluent in nearly a dozen languages. Joseph L. Saka joins Baker Tilly as managing principal – Florida. Allan D. Koltin (Koltin Consulting Group) advised both firms.
• Koltin Consulting Group (Allan D. Koltin)minorImplementation/ SI/ Consulting Partner · 15 December 2025CEO Allan D. Koltin advised both Baker Tilly and Berkowitz Pollack Brant on the Berkowitz Pollack Brant acquisition; also advised both firms on the KraftCPAs combination.
• KraftCPAs PLLCcoreStrategic or Co-development Partner · 26 June 2025Baker Tilly announced its intent (June 26, 2025) to acquire KraftCPAs, a Nashville-based accounting and advisory firm founded in 1958 by Joe Kraft with more than 250 people and offices in Nashville, Chattanooga, Columbia and Lebanon, TN. Specializations span construction, healthcare, manufacturing, not-for-profits, professional services, real estate and private equity. Chris Hight is chief manager. Allan Koltin advised both firms.
• Sockeye (Sockeye Consulting)coreStrategic or Co-development Partner · 18 June 2025Baker Tilly announced its intent (June 18, 2025) to acquire Sockeye, a top Sage Intacct VAR headquartered in Anchorage, Alaska, supporting more than 2,000 businesses across the U.S. and Canada. Award-winning implementation experience across construction, real estate, not-for-profit, oil and gas, and Alaska Native Corporations. CEO Nick Brorson. Enhances Baker Tilly's Sage Intacct capabilities and construction industry focus.
• Moss Adams LLPflagshipStrategic or Co-development Partner · 21 April 2025Baker Tilly and Moss Adams announced a transformative combination (April 21, 2025) to create the sixth largest advisory CPA firm in the US. Both firms combine under the Baker Tilly name; audit business becomes Baker Tilly US, LLP and tax/business advisory combines under Baker Tilly Advisory Group, LP (BTAG). Expected to close early June 2025. Jeff Ferro (BT CEO) was CEO through retirement; Eric Miles (Moss Adams CEO) became CEO-elect and assumed the CEO role on January 1, 2026.
• Simpson Thacher & Bartlett LLPminorImplementation/ SI/ Consulting Partner · 21 April 2025Legal advisor to Baker Tilly on the Moss Adams combination.
• Vedder Price PCminorImplementation/ SI/ Consulting Partner · 21 April 2025Legal advisor to Baker Tilly on the Moss Adams combination.
• Dechert LLPminorImplementation/ SI/ Consulting Partner · 21 April 2025Legal advisor to Moss Adams on the Baker Tilly + Moss Adams combination.
• Sage (Sage Intacct)flagshipTechnology or Integration · 1 March 2025Strategic technology alliance. In March 2025, Baker Tilly announced a collaboration with Sage to offer Sage Intacct Construction to construction firms across the United Kingdom and Ireland. Sage Intacct is the first and only preferred financial management system of the AICPA. Susan Vincent leads Baker Tilly's Sage Intacct solutions practice. Sage is also a sponsor of Baker Tilly's 2026 Technology Finance Symposium - West.
• AWS (Amazon Web Services)coreTechnology or IntegrationListed as a Baker Tilly Technology alliance partner and recognized in the technologies filter on the AI search results page.
• MicrosoftcoreTechnology or IntegrationListed as a Baker Tilly Technology alliance partner across enterprise systems and managed services work.
• OraclecoreTechnology or IntegrationListed as a Baker Tilly Technology alliance partner supporting ERP and enterprise system engagements.
• SalesforcecoreTechnology or IntegrationListed as a Baker Tilly Technology alliance partner; improve business outcomes with Salesforce capability referenced on insights page.
• OneStreamcoreTechnology or IntegrationListed as a Baker Tilly Technology alliance partner; featured in the 'Mission possible: Modernizing GovCon planning with OneStream and AI' webinar (July 1, 2026).
• DeltekcoreTechnology or IntegrationListed as a Baker Tilly Technology alliance partner; co-published AI-in-Deltek resource 'From AI pilots to enterprise value' for project-based organizations.
• IFS (IFS Cloud)coreTechnology or IntegrationListed as a Baker Tilly Technology alliance partner; co-marketed at IFS Unleashed 2026 (Oct 12-16, 2026, Orlando) and featured in mining IFS optimization insights.
• FazeshiftminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• RampminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• FortisminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• BILLminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• TipaltiminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• PaystandminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• SVB (Silicon Valley Bank, a Division of First Citizens Bank)minorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• CorpayminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• BrexminorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).
• Wells FargominorGTM or Marketing PartnerSponsor of Baker Tilly's 2026 Technology Finance Symposium - West (San Francisco).

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• RSM US: RSM US is the leading U.S. middle-market audit, tax and consulting firm and the most direct mid-market CPA competitor to Baker Tilly's positioning; comparable in scale, target client (mid-market, PE-backed companies) and service mix (assurance, tax, consulting).
• CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting and advisory firm with a comparable middle-market focus, industry specialization and integrated advisory/tax/managed services portfolio — a direct mid-market peer.
• BDO USA: BDO USA is a top-10 U.S. accounting and advisory firm with comparable mid-market orientation, industry-specialized practices and full-stack advisory/tax/assurance services — directly comparable to Baker Tilly's service portfolio.
• Grant Thornton: Grant Thornton is one of the largest U.S. middle-market-focused CPA/advisory firms, with comparable industry specialization, transactions and advisory services targeting similar middle-market and PE-backed clients.
• Crowe LLP: Crowe LLP is a top-10 U.S. public accounting and advisory firm serving middle-market and large clients with audit, tax, advisory and managed services — directly comparable in size and service mix.
• Marcum LLP: Marcum LLP is a top-15 U.S. accounting and advisory firm with strong industry specialization (construction, real estate, financial services, HNW) closely mirroring Baker Tilly's vertical mix; recently merged with BDO-affiliate portfolio activity.

Emerging players

• Wipfli LLP: Wipfli is a fast-growing top-20 U.S. accounting and advisory firm with strong middle-market and PE-backed company focus, including digital and outsourced managed services — a comparable emerging challenger in Baker Tilly's mid-market sweet spot.

Broad incumbents

• Deloitte US: Deloitte is one of the Big Four global professional services firms offering audit, tax, consulting and advisory across enterprise and mid-market — a broad incumbent that competes with Baker Tilly in advisory, transactions, risk and digital transformation engagements but at much larger scale and enterprise focus.
• KPMG US: KPMG US is a Big Four firm providing audit, tax and advisory services with significant overlap in middle-market advisory, transactions and technology-enabled services — a broad incumbent competing for similar CFO-led mandates.

Others

• Moss Adams (now part of Baker Tilly): Moss Adams is now combined with Baker Tilly (announced April 2025) and operates under the Baker Tilly name; pre-combination it was the most directly comparable West Coast mid-market CPA peer (formerly the 11th largest U.S. accounting firm).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/BakerTillyUS
• LinkedInlinkedin.com/company/bakertillyus
• Instagraminstagram.com/bakertillyus

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments9 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Baker Tilly Foundation