SingerLewak LLP

What SingerLewak LLP does

SingerLewak LLP is a privately held, California-registered limited liability partnership and one of the IPA Top 100 and Accounting Today Top 100 accounting and business consulting firms, founded in 1959 and headquartered at 10960 Wilshire Blvd in Los Angeles. The firm employs more than 450 people organized around 80+ partners and directors, with dedicated practices serving credit unions (one of the fastest-growing US credit union audit practices per Callahan & Associates), state and local government (~20 dedicated professionals), not-for-profit organizations (88 tax staff including 5 partners and 3 directors), closely held businesses, public companies, investor-backed companies, high-net-worth individuals, and franchise systems. Service lines span Tax Advisory, Audit & Assurance, SOX/Internal Audit & Risk, Business Management for high-net-worth individuals, Business Solutions Group (outsourced accounting and fractional CFO support), SL Business Informatics (cybersecurity, ERP, IT advisory), SL Franchise Group, and the SLBiggs division (insolvency, trust and estate, bankruptcy, and litigation support), with PCAOB registration and AICPA Audit Quality Center membership underwriting public-company and benefit-plan audit work.

The firm operates a partner-led, consultative sales model with fees structured per engagement and customized relationship plans; pricing is not publicly disclosed. Its go-to-market leverages direct partner engagement across a multi-state office network (California, Oregon, Colorado, Georgia, Hawaii, Nevada, Texas, Washington) and a remote workforce spanning 30+ US states, supplemented by thought-leadership content (SL Discover platform, The Balancing Act and Numbers Don't Lie podcasts, webinars, white papers) and active campus recruiting. Technology assets include a Secure Client Portal for document exchange, the SLBI Foresight six-step digital transformation methodology, and the 2024-launched Trusted Advisor Intelligence (T.AI) platform, which integrates IDEA data-analysis software, Caseware applications, augmented intelligence combining human expertise with AI, client-information recognition systems, and controls-managed AI chat designed to keep client data in-organization.

SingerLewak is privately held with no disclosed parent company, external investor, or acquisition activity, and ownership appears to be a typical partner-managed LLP structure under Managing Partner Jim Pitrat and Chairman Lior Temkin. The firm operates without public financial disclosure; all named customers across defense, healthcare, retail, nonprofit, government, logistics, and HVAC segments indicate a long-tail, diversified mid-market client base rather than anchor concentration. Specialized expertise in regulated verticals (NCUA, SOX, ERISA, state budget-law compliance, Form 990) and credentials such as Subchapter V Trustee appointments (notably Partner Mark Dennis across Colorado and Wyoming) constitute the firm's primary competitive moats alongside 60+ years of brand equity.

Name

SingerLewak LLP

Legal name

SingerLewak LLP

Website

https://singerlewak.com

Company type

Private

Founded year

1959

Operating status

Operating

Headcount range

101–250 employees

Short description

SingerLewak LLP is a Top 100, Los Angeles-headquartered accounting and business consulting firm founded in 1959 with 450+ employees and 80+ partners, serving credit unions, government, nonprofits, closely held and public companies, HNW individuals, and franchise systems across the US.

Ownership category

akta.pro rank

Product category

Accounting and Business Consulting Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Other Management Consulting Services (541618), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory (FSAEAGAI)

Keywords

• Accounting services
• Tax advisory
• Audit assurance
• Business consulting
• SOX compliance

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices13 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 Advisory Services: Tax planning, compliance, consulting, and advisory services for individuals, businesses, and nonprofits. Includes international tax, state and local tax (SALT), property tax, R&D tax credits, and tax managed services.
2. Audit and Assurance Services: Financial statement audits, reviews, compilations, agreed-upon procedures, internal control examinations, and SOX compliance services for public companies, private companies, and nonprofits.
3. Business Management Services: Concierge-style financial services for high-net-worth individuals, including bill payment, financial record keeping, insurance analysis, payroll planning, and strategic planning.
4. Business Solutions Group: Accounting solutions, finance solutions, and digital solutions including outsourced accounting, fractional CFO/controller support, and financial software consultation.
5. SL Business Informatics / Cybersecurity: IT risk assessments, cybersecurity services, ERP selection and rescue, SOC and IT SOX audits, strategic IT planning, and digital transformation consulting.
6. Franchise Consulting: Franchise system development, restructuring, sales management, strategic marketing, and franchise operations support through SL Franchise Group.
7. SLBiggs Division Services: Specialized services in trust and estate planning, bankruptcy, litigation support, and insolvency through the SLBiggs division.
8. Pension and Benefits Services: Employee benefit plan audits, compliance services, Form 5500 preparation, and service provider change assistance for 401(k), defined benefit, ESOP, and other plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

SingerLewak LLP is a California-based accounting and business consulting firm founded in 1959 that delivers tax advisory, audit and assurance, SOX/internal audit and risk, business management, outsourced accounting, cybersecurity and IT advisory, and franchise consulting services. The firm serves credit unions, state and local governments, nonprofit organizations, public companies, closely held businesses, investor-backed companies, and high-net-worth individuals through partner-led engagements and dedicated industry practices.

Product overview

SingerLewak LLP is a professional services firm offering a diversified portfolio of accounting, tax, advisory, and consulting services since 1959. Rather than a unified software product, the firm provides multiple distinct service lines: Tax Advisory (federal, state, international), Audit & Assurance, SOX/Internal Audit & Risk, Business Management (for high-net-worth individuals), SL Business Informatics (cybersecurity and IT), Business Solutions Group (outsourced accounting), SL Franchise Group, and SL Biggs (trust/estate/bankruptcy). The firm also offers AI-enabled services through Trusted Advisor Intelligence (T.AI), which augments traditional advisory with data analysis software (IDEA), Caseware applications, and managed AI capabilities. SL Discover serves as the firm's content platform featuring podcasts, videos, and articles.

Differentiator

Problem solved

Functional benefit

Brands

• SLBiggs: A division of SingerLewak providing specialized professional services in insolvency, trust, estate and probate matters, litigation support, and commercial business services. Serves trustees, receivers, fiduciaries, attorneys, and government agencies.
• SL Franchise Group
• SL Business Informatics (SLBI)
• SL Life
• SL Discover
• Trusted Advisor Intelligence (T.AI)

Products and services

• Tax Advisory Comprehensive federal, state, international, and local tax planning and compliance services, including R&D credits, property tax, and equity compensation, delivered to businesses, individuals, and nonprofits.
• Audit and Assurance Financial statement audits, reviews, compilations, and technical accounting advisory services including IPO readiness for public companies, private companies, and nonprofits.
• SOX, Internal Audit and Risk Services Compliance programs for SOX, IT SOX, enterprise risk, and internal audit services, including pre-IPO support and material weakness remediation.
• Business Management Concierge-style financial management services for high-net-worth individuals, business executives, and entertainment professionals, including personalized CFO services, bill payment, and financial record keeping.
• Business Solutions Group Outsourced accounting, fractional CFO/controller support, digital accounting services, accounting cleanup, and financial planning and analysis for small and mid-sized businesses.
• SL Business Informatics (SLBI) Cybersecurity and IT risk assessments, ERP selection and rescue, SOC and IT SOX audits, strategic IT planning, digital transformation consulting, and IT due diligence.
• SL Franchise Group Franchise system development, restructuring, sales management, operations support, and strategic marketing for franchise startups and existing franchise systems.
• SLBiggs Division Specialized services in insolvency, trust and estate matters, bankruptcy administration, litigation support, and probate services for trustees, receivers, fiduciaries, attorneys, and government agencies.
• Trusted Advisor Intelligence (T.AI) AI-powered data analysis and advisory service combining IDEA data analysis software, Caseware applications, augmented intelligence, and managed AI chat capabilities to enhance decision-making and client insights.
• Pension and Benefits Services Employee benefit plan audits, compliance services, Form 5500 preparation, and service provider change assistance for 401(k), defined benefit, ESOP, and other qualified plans.

Quantifiable outcome

• Nearly 300 nonprofit tax returns prepared annually
• +3 more outcomes

Named customers8 records

Segments11 records

Ideal customer profiles11 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability8 records

Feature3 records

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Crowe LLP: Top-10 US accounting and advisory firm serving middle-market, public, and financial services clients. Overlaps with SingerLewak on audit, tax, and cybersecurity/IT risk practices.
• BDO USA: Large international accounting network with deep US presence serving middle-market, public, and nonprofit clients. Broader and larger scale than SingerLewak, but overlapping service lines in audit, tax, and advisory for the same client profiles.
• Grant Thornton US: Top-7 US accounting firm serving mid-market and large clients with audit, tax, and advisory services. Competes directly in regulated industries including government, nonprofits, and financial services.

Direct peers

• Eide Bailly LLP: Top-50 US accounting and business advisory firm offering audit, tax, and consulting across mid-market and regulated industries including credit unions and government. Directly comparable by size, vertical specialization, and regional model.
• Baker Tilly US: Top-15 US advisory firm with strong vertical specialization in government, nonprofit, credit unions, and closely held businesses. Closely comparable in firm size, service portfolio, and industry focus.
• Marcum LLP: Top-20 US accounting firm with strong tax, audit, advisory, and technology practices serving closely held businesses, nonprofits, and high-net-worth individuals. Highly comparable business mix and mid-market positioning.
• WithumSmith+Brown: Top-30 US accounting firm with strong practices in financial services, government, and nonprofit sectors. Comparable size, service portfolio, and mid-market positioning.
• Wipfli LLP: Top-25 US accounting and advisory firm with deep credit union, nonprofit, and government practices. Highly comparable specialty-focus and similar mid-market positioning, especially relevant in the credit union vertical.
• Plante Moran: Top-15 US accounting and business advisory firm specializing in middle-market audit, tax, and consulting with strong manufacturing, healthcare, and nonprofit practices. Comparable size and service mix to SingerLewak.

Regional players

• CBIZ CPAs (Marcum-related) / Citrin Cooperman: Mid-market US accounting and advisory firm serving closely held businesses, government, and nonprofits. Comparable in scale and service breadth with regional concentration along the East Coast.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/singerlewak
• LinkedInlinkedin.com/company/singerlewak-llp
• Xx.com/singerlewak
• Facebookfacebook.com/singer.lewak.1

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries4 records

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 SingerLewak LLP