Duffy Kruspodin, LLP

What Duffy Kruspodin, LLP does

Duffy Kruspodin, LLP is a privately held CPA and advisory firm headquartered in La Jolla, California, founded in 1990 and operating as a California limited liability partnership. The firm employs 200+ professionals across four Southern California offices — San Diego, Irvine, Woodland Hills, and Beverly Hills — and delivers services to clients nationwide. Its service portfolio spans eight primary lines: Tax Services (individual, business, estate/gift/trust, and international tax); Audit & Assurance (financial statement audits, employee benefit plan audits, non-profit audits); Accounting & Finance Solutions (outsourced accounting, controller/CFO services, family office accounting); AI Advisory Services; Business Operations Support (HR, IT, Marketing back-office services); Transaction Advisory (business valuation, due diligence, quality of earnings); Wealth Management through its wholly-owned affiliate DKWM LLC; and Financial Planning & Analysis.

The firm targets three primary personas — business owners, finance leaders (CFOs and controllers), and families/high-net-worth individuals — and supports them across seven named industry verticals: Arts/Sports/Entertainment, Construction, Manufacturing & Distribution, Not-for-Profit, Professional Services, Real Estate, and Restaurants & Hospitality. Its go-to-market motion is relationship-driven and consultative: engagements originate through referrals, direct outreach, and a multi-channel digital presence (website, LinkedIn, Facebook, Instagram, YouTube, email newsletter), with delivery via CPA-led teams from physical offices and a ShareFile-based client portal for document exchange and invoice payment. Pricing is quote-based and not publicly disclosed.

Revenue mechanics rest on professional services fees across the service lines above, with no disclosed revenue, no external funding, and no institutional investor involvement. Ownership remains within the partner group under the traditional LLP structure. The firm has earned Accounting Today 2026 Regional Leader recognition for the Western United States and Top 150 CPA Firms and Best of Accounting designations. Underlying technology infrastructure is not publicly disclosed, and AI capability is positioned as a client-facing advisory offering rather than as a proprietary product or platform.

Name

Duffy Kruspodin, LLP

Legal name

Duffy Kruspodin, LLP

Website

https://dkllpcpa.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

101–250 employees

Short description

Duffy Kruspodin, LLP is a Southern California-based CPA and advisory firm founded in 1990, employing 200+ professionals across four offices to deliver tax, audit, outsourced accounting, transaction advisory, AI advisory, business operations support, and wealth management services to business owners, finance leaders, and high-net-worth families.

Ownership category

akta.pro rank

Headquarters

HQ city

La Jolla

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services - Tax: Year-round tax planning, compliance, and support for individuals and businesses. Includes individual tax, business tax, estate/gift/trust, and international tax services.
2. Audit & Assurance: Financial statement audits, reviews, and reporting services including employee benefit plan audits and non-profit audits.
3. Accounting & Finance Solutions: Outsourced accounting, controller, and CFO services, as well as family office accounting services.
4. Business Operations Support: HR, IT, Marketing and back-office services that help businesses run smoothly.
5. Transaction Advisory: Business valuations, M&A support, due diligence, and quality of earnings services for planning and preparing for business transactions.
6. Wealth Management: Retirement, estate, and investment planning delivered with care and independence through affiliated entity DKWM LLC.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Duffy Kruspodin, LLP is a CPA and advisory firm that delivers tax planning and compliance, audit and assurance, outsourced accounting and CFO services, transaction advisory, business operations support, and wealth management services. The firm serves business owners, finance leaders, high net worth individuals, and families through CPA-led teams operating from four Southern California offices.

Product overview

Duffy Kruspodin, LLP is a CPA and advisory firm that operates as a single integrated service offering rather than a platform-plus-modules architecture. The firm delivers a comprehensive suite of professional services including Tax Services (individual, business, estate/gift/trust, international), Audit & Assurance Services (financial statement audits, employee benefit plan audits, non-profit audits), Accounting & Finance Solutions (outsourced accounting, controller/CFO services, family office accounting), AI Advisory Services, Business Operations Support (HR, IT, Marketing), Transaction Advisory Services (business valuation, due diligence, quality of earnings), Wealth Management, and Financial Planning & Analysis. With over 200 professionals and offices across Southern California, the firm serves business owners, finance leaders, high net worth individuals, and families.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Year-round tax planning, compliance, and support for individuals and businesses, including individual tax, business tax, estate/gift/trust, and international tax services.
• Audit & Assurance Services Financial statement audits, reviews, and reporting services, including employee benefit plan audits and non-profit audits.
• Accounting & Finance Solutions Outsourced accounting, controller, and CFO services built to fit client operations, including family office accounting.
• AI Advisory Services Advisory services helping clients navigate artificial intelligence integration and strategy.
• Business Operations Support HR, IT, Marketing and back-office services that help businesses run smoothly.
• Transaction Advisory Services Business valuations, M&A support, due diligence, and quality of earnings services to help clients plan and prepare for transactions.
• Wealth Management Retirement, estate, and investment planning services delivered with care and independence through affiliated entity DKWM LLC.

Named customers6 records

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• DKWM LLC (Duffy Kruspodin Wealth Management)coreStrategic or Co-development PartnerAffiliated wealth management entity providing retirement, estate, and investment planning services. The partnership extends the firm's service offerings beyond traditional accounting and tax to comprehensive financial planning for clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Moss Adams LLP: Top-15 U.S. CPA and advisory firm headquartered in the West Coast with comparable mid-market, owner-operated business, and HNW client focus. Closest size and geographic comparable to Duffy Kruspodin among national mid-market firms.
• Armanino LLP: Large California-based CPA and advisory firm serving mid-market, HNW, and owner-operated businesses with tax, audit, advisory, and outsourced accounting services. Direct West Coast competitor with overlapping verticals including real estate, manufacturing, and not-for-profit.
• BDO USA: Top-10 global accounting network with significant U.S. mid-market presence, competing for the same business-owner, family-office, and middle-market engagements across tax, audit, and advisory services.
• RSM US LLP: Leading U.S. provider of audit, tax, and consulting services to the middle market, with strong M&A and transaction advisory practices that compete directly with Duffy Kruspodin's QofE and due diligence offerings.
• Grant Thornton LLP: U.S. member firm of Grant Thornton International serving dynamic mid-market companies with audit, tax, and advisory services, including transaction advisory and wealth planning relevant to the same business-owner client base.
• Crowe LLP: Major U.S. mid-market accounting firm with overlapping audit, tax, and advisory services. Comparable size and client profile to Duffy Kruspodin, with similar industry verticals in construction, manufacturing, and not-for-profit.
• Baker Tilly US: Top-10 U.S. advisory, tax, and assurance firm serving mid-market clients, with comparable industry specializations (construction, real estate, manufacturing) and a similar geographic and size profile.
• Eide Bailly LLP: Top-30 U.S. CPA and advisory firm with comparable size (200+ professionals and growing), mid-market focus, and a similar mix of tax, audit, advisory, and wealth services competing for the same client profile.
• Plante Moran: Large U.S. mid-market accounting and advisory firm with comparable size and a broad service mix spanning tax, audit, consulting, and wealth management — overlapping with Duffy Kruspodin's full-service positioning.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services provider targeting startups and SMBs. Represents the AI/software-native competitive threat to traditional CPA firms on outsourced accounting services.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@duffykruspodinllp
• Facebookfacebook.com/profile.php?id=100063759317082
• LinkedInlinkedin.com/company/duffy-kruspodin-&-company-llp/posts/?feedView=all
• Instagraminstagram.com/duffykruspodinllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Duffy Kruspodin, LLP