What KatzAbosch does

KatzAbosch (legal name Katz, Abosch, Windesheim, Gershman & Freedman, P.A.) is a privately held, Maryland-based CPA and business consulting firm founded in 1969, operating across three regional offices in Bel Air, Columbia, and Timonium. The firm provides five core service lines — Accounting & Assurance, Tax Services, Consulting, Full-Service Accounting and Advisory (including fractional CFO, outsourced accounting, outsourced controller, and transaction management), and Transaction Advisory Services — delivered primarily through direct professional engagement with a team of 101–250 staff and shareholders. Its core technology stack consists of industry-standard CPA tools: SafeSend Returns for IRS-compliant electronic tax delivery and e-signature, SafeSend Organizer for client document intake, ShareFile for secure file exchange with QuickBooks and tax document workflows, and a proprietary Client Engagement Dashboard for engagement tracking. The wholly owned subsidiary BlueStone Accounting Solutions extends the firm into Unanet ERP/CRM implementation for project-based government contractors and construction firms.

The firm targets seven industry verticals: government contracting (with DCAA, CAS, and FAR compliance specialization), construction (job costing, WIP, bonding support), biotech/health/life sciences, medical practices, nonprofit, professional services, and real estate. Revenue is generated exclusively through professional services engagements priced on a quote basis — no SaaS or subscription pricing model exists. Distribution is direct and regional, supplemented by thought-leadership content, webinars, newsletters, and membership in the Leading Edge Alliance, an international network of independently owned accounting firms that provides cross-border capability. Marketing is content-driven, focused on regulatory updates (FASB, NDAA, ASC 842) and industry-specific issues, supported by active participation in MACPA, CICPAC, and regional chambers of commerce.

Ownership is held internally by named Shareholders under the professional association structure, with no external private equity, venture capital, or parent company identified. Leadership includes Managing Partner and CEO E. Terry Grant, Managing Partner Elect Trey Gailey, and COO Matthew Seipp; the firm has no app products, no public APIs, no patents or trademarks, and no disclosed AI/ML capability. Recent strategic actions include the June 2026 Timonium headquarters relocation, appointment of two new office Managing Partners, and 2026 recognition as an Accounting Today Regional Leader for the Capital Region.

Name

KatzAbosch

Legal name

Katz, Abosch, Windesheim, Gershman & Freedman, P.A.

Website

https://katzabosch.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

101–250 employees

Short description

KatzAbosch is a Maryland-based CPA and business consulting firm serving government contractors, construction, biotech/health/life sciences, medical, nonprofit, professional services, and real estate clients across the Mid-Atlantic region with accounting, tax, audit, advisory, and Unanet ERP services.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Billing & Revenue Operations (Subscription/Usage Billing, Rating, Order-to-Cash Support) (BPAAAGAD)

Keywords

• Accounting services
• Tax consulting
• Audit assurance
• Business advisory
• Financial consulting

Headquarters

HQ city

Lutherville Timonium

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Comprehensive tax services including business tax services, tax planning and consulting, cost segregation studies, estate and trust, high-net-worth tax planning, IRS audit representation, international tax, state and local tax, and tax credits and incentives.
2. Accounting & Assurance: Audit and assurance services including due diligence, employee benefit plan audits, financial statement audits, internal control studies, and other attestation engagements.
3. Consulting Services: Business process improvement consulting and full-service accounting and advisory services including fractional CFO, outsourced accounting, outsourced controller, and transaction management.
4. Transaction Advisory Services: Business valuations, business exit planning, merger and acquisition transaction advisory, valuations for financial reporting, and tax-related valuations.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels9 records

Core offering

KatzAbosch is a Maryland-based full-service CPA and business consulting firm providing accounting and assurance, tax preparation and planning, audit, business consulting, and transaction advisory services to businesses, government contractors, nonprofits, and high-net-worth individuals across the Mid-Atlantic region. Services span day-to-day outsourced accounting, fractional CFO and controller support, M&A due diligence, business valuations, and specialized compliance work such as DCAA, FAR, and CAS for government contractors. The firm also operates a subsidiary, BlueStone Accounting Solutions, focused on Unanet ERP implementation for project-based government contractors, construction, and engineering firms.

Product overview

KatzAbosch is a full-service CPA and business consulting firm offering a comprehensive portfolio of professional services organized around five core pillars: Accounting & Assurance Services, Tax Services, Consulting Services, Full-Service Accounting and Advisory, and Transaction Advisory Services. The firm's service delivery is enabled by technology integrations including SafeSend Returns for electronic tax return processing, SafeSend Organizer for document collection, ShareFile for secure file sharing, and Engagement Dashboard for client project management. BlueStone Accounting Solutions, a subsidiary of KatzAbosch, provides specialized Unanet ERP implementation and consulting services. The firm serves specific industry verticals including government contractors, construction companies, biotech/health/life sciences, medical practices, nonprofits, professional services, and real estate. Services range from core compliance work (audit, tax preparation) through strategic advisory offerings (fractional CFO, business exit planning, M&A advisory) to specialized consulting (DCAA compliance for government contractors, DCAA audit support, construction job costing).

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Assurance Services Comprehensive accounting and assurance services including due diligence, employee benefit plan audits, financial statement audits, internal control studies, and other attestation engagements for businesses and nonprofit organizations.
• Tax Services Full range of tax services covering business tax preparation, tax planning and consulting, cost segregation studies, estate and trust, high-net-worth planning, IRS audit representation, international tax, state and local tax, and tax credits and incentives.
• Consulting Services Business process improvement consulting services to help clients optimize operations and financial processes.
• Full-Service Accounting and Advisory Comprehensive outsourced accounting and advisory offerings including fractional CFO services, outsourced accounting, outsourced controller, and transaction management for businesses needing senior financial guidance without a full-time hire.
• Transaction Advisory Services Advisory services for business transactions including business valuations, exit planning, M&A transaction advisory, valuations for financial reporting, and tax-related valuations.
• Government Contracting Industry Services Specialized accounting, tax, and consulting services for government contractors including DCAA compliance, CAS requirements, and pre/post-award audit support.
• Construction Industry Services Accounting and consulting services tailored for construction companies including job costing, WIP schedules, and bonding support.
• Nonprofit Industry Services Specialized accounting and audit services for nonprofit organizations including compliance with nonprofit accounting standards.
• Medical Practice Services Accounting, tax, and consulting services for medical practices and healthcare providers.
• Biotech, Health & Life Sciences Services Specialized services for biotech, health, and life sciences companies including R&D tax credits and compliance.
• Real Estate Industry Services Accounting and tax services for real estate companies including property management and investment entities.
• BlueStone Accounting Solutions (Unanet ERP Implementation) A KatzAbosch subsidiary specializing in ERP-based accounting solutions including Unanet ERP and CRM implementation and consulting for project-based government contractors, construction, and engineering firms.

Quantifiable outcome

• 86% of finance and accounting leaders report difficulty hiring and retaining accountants, and nearly a third say staffing gaps have significantly increased their organization's compliance risk.

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

One partnership is on record.

• Leading Edge AlliancecoreStrategic or Co-development PartnerKatzAbosch is a member of the Leading Edge Alliance, a global network of independently owned accounting and consulting firms. This affiliation provides access to international resources and expertise while maintaining the personalized service of a local firm.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ellin & Tucker: Baltimore-based CPA firm offering tax, audit, and business advisory services with deep Maryland roots. Comparable in size, regional concentration, and full-service CPA offerings.
• Councilor, Buchanan & Mitchell (CBM): Bethesda, MD-based CPA firm offering tax, audit, and business advisory services. Comparable in regional Mid-Atlantic scope, full-service model, and mid-market client base.
• Aronson LLC: Mid-Atlantic CPA and advisory firm with government contracting and construction specialty practices. Highly comparable niche expertise and similar mid-market positioning to KatzAbosch.
• SC&H Group: Maryland-based CPA and advisory firm with similar multi-office Mid-Atlantic footprint and comparable mid-market tax, audit, and outsourced CFO services. Most directly comparable peer by geography, scale, and service mix.
• Gross Mendelsohn & Associates: Baltimore CPA firm providing tax, audit, accounting, and consulting to mid-market and nonprofit clients. Closely comparable in regional positioning and vertical mix including nonprofit and construction expertise.

Broad incumbents

• Withum: Top 30 US accounting and advisory firm with strong Mid-Atlantic presence and construction/real estate/government contracting expertise. Competes in the same verticals with broader scale and resources.
• Baker Tilly US: Large national advisory, tax, and assurance firm with construction and government contracting verticals. Competes in overlapping niches but as part of a much broader national practice.
• CohnReznick: Top 20 national advisory firm with recognized government contracting, construction, and real estate practices. Comparable verticals at significantly larger scale with broader geographic reach.
• BDO USA: Global accounting and advisory network with substantial Mid-Atlantic presence and government contracting expertise. Overlaps with KatzAbosch in target verticals but at meaningfully larger scale.
• FORVIS: Top 10 US accounting firm formed via merger of BKD and Dixon Hughes Goodman, with significant Mid-Atlantic presence including government contracting practice. Operates broader portfolio at larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/katzabosch
• Facebookfacebook.com/katzabosch
• LinkedInlinkedin.com/company/katz-abosch
• Instagraminstagram.com/katzabosch
• Xx.com/katzabosch

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 KatzAbosch