Berkowitz Pollack Brant
- Company typePrivate
- Founded1980
- HeadquartersMiami, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Berkowitz Pollack Brant firmographics
Firmographics- Name
- Berkowitz Pollack Brant
- Legal name
- Berkowitz Pollack Brant Advisors + CPAs, LLP
- Website
- https://bpbcpa.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Berkowitz Pollack Brant industry classification
Industry- Product category
- Accounting and Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG)
- akta.pro secondary industry
- Fraud Risk & Financial Crime Controls Advisory (BPAKADAL)
Keywords
Where Berkowitz Pollack Brant is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Berkowitz Pollack Brant business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Audit and Attest Services: Audits, reviews, compilations, ESG reporting, employee benefit plan compliance audits, and internal control reviews for companies of all sizes
- Tax Consulting and Compliance: Domestic and international tax planning, state and local tax, real estate tax, estate planning, succession planning, and tax controversy representation
- Business Consulting: Growth and profitability consulting, CFO services, process improvement, accounting systems implementation, and strategic planning
- Forensic and Advisory Services: Business valuation, forensic accounting, litigation support, computer forensics, FCPA investigations, and family law forensics
- Family Office Services: Coordination of personal advisors, LLC creation for assets, estate planning, investment services, and philanthropic management
- Outsourced IT Services: Managed IT services including data security, disaster recovery, infrastructure management, and vCIO consulting
- Outsourced Accounting Services: Flat fee cloud-based accounting for entrepreneurs, small and medium businesses, and family offices including bookkeeping, bill payment, payroll, and financial reporting
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional Services Engagement |
| Subscription | Monthly | Outsourced Accounting (Flat Fee) |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
Berkowitz Pollack Brant product offering
Product offeringCore offering
Berkowitz Pollack Brant is an accounting and advisory firm delivering a comprehensive suite of assurance, tax, consulting, and forensic services. Core offerings include audit and attest services, tax consulting and compliance (domestic and international), business consulting (outsourced CFO, M&A diligence, growth consulting), forensic and litigation support, family office services, outsourced accounting, cybersecurity, and IT services, delivered through interdisciplinary teams across South Florida and New York.
Product overview
Berkowitz Pollack Brant is a professional services firm that combined with Baker Tilly effective January 1, 2026, offering a comprehensive suite of assurance, advisory, tax, and consulting services. The firm's core offerings include audit and attest services (audits, reviews, compilations, employee benefit plan audits, ESG reporting, internal controls), business consulting (accounting systems implementation, capital and financial services, estate planning, M&A diligence, outsourced CFO, process improvement, transaction advisory), forensic and advisory services (business valuation, computer forensics, family law forensics, FCPA investigations, forensic accounting, insurance quantification), outsourced solutions and technology (business process automation, cloud-based accounting, cybersecurity, family office, IT services, recruiting, systems intelligence), and tax consulting (credits and incentives, IC-DISC studies, international private client, real estate tax, state and local tax, tax controversy). The firm also operates BayBridge Capital Advisors as an affiliate for transaction and capital advisory services. Services are delivered through interdisciplinary teams of CPAs, valuation professionals, tax specialists, audit experts, IT resources, and financial planners across South Florida (Miami, Fort Lauderdale, Boca Raton, West Palm Beach) and New York City.
Differentiator
Problem solved
Functional benefit
Products and services
- Audits, Reviews and Compilations Audit and attest services including financial statement audits, reviews, compilations, agreed-upon-procedure reports, fraud audits, and internal audit assistance engagements for companies of all sizes.
- Employee Benefit Plan Compliance Audits Department of Labor-compliant audit services for 401(k) plans, defined benefit pension plans, ESOPs, health and welfare benefit plans, and multiemployer plans under ERISA.
- ESG Information Reporting Environmental, Social and Governance information reporting services using AICPA attestation standards, including examination and review reports for sustainability and corporate responsibility disclosures.
- Internal Controls Internal control review and testing services to prevent fraud, ensure compliance, and improve efficiency in banking, payroll, billing, collections, contracting, and purchasing functions.
- Accounting Systems Implementation Consulting for selection and implementation of integrated accounting systems and ERP components, focusing on financial and cost accounting.
- Estate Planning and Wealth Protection Comprehensive estate and wealth planning services for high-net-worth families including gift and estate plans, foreign trusts, charitable planning, and asset protection strategies.
- Growth and Profitability Consulting Business consulting including CFO services, corporate governance reviews, enterprise risk management, fraud prevention, HIPAA compliance, and strategic planning.
- Mergers and Acquisitions Diligence Due diligence services for M&A transactions including customer base analysis, financial due diligence, accounting system review, and tax return analysis.
- Outsourced CFO Services Outsourced CFO services providing sophisticated institutional reporting functions, with expertise in portfolio, joint venture, construction and REIT accounting.
- Business Process Automation
Quantifiable outcome
- Nearly a dozen Best Companies to Work For honors recognizing firm culture and work/life balance
- +3 more outcomes
Companies that use Berkowitz Pollack Brant
Customer profileNamed customers6 records
Segments10 records
Ideal customer profiles5 records
Berkowitz Pollack Brant technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability1 record
Feature4 records
Berkowitz Pollack Brant partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered flagship and core.
- Baker TillyflagshipBaker Tilly plans to acquire Berkowitz Pollack Brant to expand presence in South Florida and along the East Coast. The acquisition combines BPB's regional expertise and multilingual team with Baker Tilly's national scale, effective January 1, 2026. BPB CEO Joseph L. Saka joins Baker Tilly as managing principal - Florida. The combination strengthens Baker Tilly's Southeast presence while BPB gains access to coast-to-coast resources.
- BayBridge Capital AdvisorscoreBayBridge Capital Advisors is an affiliate of Berkowitz Pollack Brant providing transaction and capital advisory services. The firm offers buy-side and sell-side M&A services, capital advisory, and post-transaction services including integration support and wealth management through its Provenance Wealth Advisors relationship.
- Provenance Wealth AdvisorscoreProvenance Wealth Advisors is an affiliate providing wealth management and estate planning services to clients, particularly business owners and entrepreneurs following liquidity events and business sales.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Berkowitz Pollack Brant competitors and assessment
Company assessmentBroad incumbents
- RSM US: Leading mid-market-focused U.S. audit, tax, and consulting firm; comparable in target client segment, HNW and family business focus, and full-service advisory delivery model.
- Plante Moran: Large U.S. accounting and advisory firm with strong real estate, manufacturing, and family business practices; comparable partner-led culture and full-service assurance/tax/advisory mix.
- BDO USA: Top-5 global accounting network with substantial Florida presence serving mid-market, HNW, real estate, and family office clients across the same service lines as Berkowitz Pollack Brant.
- Crowe LLP: Top-10 U.S. public accounting and consulting firm with comparable audit, tax, advisory, and outsourced accounting services, and a similar mid-market HNW and family business focus.
- Baker Tilly US: Top-10 U.S. advisory, tax, and assurance firm that acquired Berkowitz Pollack Brant effective January 1, 2026. Direct parent and most direct strategic peer in mid-market audit, tax, and advisory services.
Direct peers
- CBIZ, Inc. National professional services provider of accounting, tax, advisory, and wealth management services with significant Florida and East Coast operations and a comparable HNW and middle-market client base.
- Marcum LLP: Top-15 U.S. accounting and advisory firm with strong Florida presence, large HNW, real estate, and family office practices, and comparable service mix across audit, tax, consulting, and wealth management.
- Cherry Bekaert: Top-25 U.S. accounting and advisory firm with strong real estate, healthcare, and HNW practices across the Southeast, directly comparable to BPB's industry mix and partner-led delivery model.
- Wipfli LLP: Top-20 U.S. accounting and advisory firm with significant outsourced accounting, technology, and HNW advisory practices, serving similar mid-market and family-owned business clients.
- Carr, Riggs & Ingram (CRI): Top-25 U.S. accounting firm with deep Southeast footprint that acquired BPB capital markets practice assets and inherited several SEC audit clients post-combination; closely comparable mid-market audit and advisory competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Berkowitz Pollack Brant social profiles
Digital presenceBerkowitz Pollack Brant compliance and trust
Trust signalCompliance2 records
Berkowitz Pollack Brant financial estimates
Financial estimateRevenue estimate
Valuation estimate
Berkowitz Pollack Brant leadership team
Management profileNumber of profiles
Profiles4 records
Berkowitz Pollack Brant subsidiaries and ownership
Company hierarchySubsidiaries3 records
Berkowitz Pollack Brant funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Berkowitz Pollack Brant M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Berkowitz Pollack Brant
What does Berkowitz Pollack Brant do?
Berkowitz Pollack Brant is an accounting and advisory firm delivering a comprehensive suite of assurance, tax, consulting, and forensic services. Core offerings include audit and attest services, tax consulting and compliance (domestic and international), business consulting (outsourced CFO, M&A diligence, growth consulting), forensic and litigation support, family office services, outsourced accounting, cybersecurity, and IT services, delivered through interdisciplinary teams across South Florida and New York.
Is Berkowitz Pollack Brant a public or private company?
Berkowitz Pollack Brant is a private company. It is classified as corporate owned and is currently operating.
When was Berkowitz Pollack Brant founded?
Berkowitz Pollack Brant was founded in 1980. It employs 101 to 250 people.
Where is Berkowitz Pollack Brant based?
Berkowitz Pollack Brant is headquartered in Miami, United States, in the North America region.
How does Berkowitz Pollack Brant make money?
Seven revenue lines are on record. Audit and Attest Services are the primary driver. The others are tax Consulting and Compliance, business Consulting, forensic and Advisory Services, family Office Services, outsourced IT Services and outsourced Accounting Services.
Who are Berkowitz Pollack Brant's main competitors?
Broad incumbents on record are RSM US, Plante Moran, BDO USA, Crowe LLP and Baker Tilly US. Direct peers are CBIZ, Inc., Marcum LLP, Cherry Bekaert, Wipfli LLP and Carr, Riggs & Ingram (CRI).
Does Berkowitz Pollack Brant have an API?
No public API is recorded for Berkowitz Pollack Brant.
What industry is Berkowitz Pollack Brant in?
Berkowitz Pollack Brant's product category is Accounting and Advisory Services. Its primary akta.pro industry code is BPAHANAG, Litigation Support & Expert Witness (Valuation-Related), with a secondary code of BPAKADAL, Fraud Risk & Financial Crime Controls Advisory. Its NAICS code is 5412 and its SIC code is 8742.