KBF
KBF is a U.S. private CPA and advisory firm founded in 2017 that provides tax, assurance, and advisory services — including ASC 740, IPO readiness, SOC reporting, and transfer pricing — to publicly traded, PE-owned, venture-backed, and middle-market clients across the U.S., Philippines, and China.
- Company typePrivate
- Founded2017
- HeadquartersIrvine, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What KBF does
KBF is a U.S.-headquartered professional services firm founded in 2017 that delivers tax, assurance, and advisory services to publicly traded, private-equity-owned, venture-backed, and middle-market companies, as well as closely held businesses, emerging growth companies, and high-net-worth individuals. The firm operates under an alternative practice structure that pairs KBF CPAs - Audit, LLP (a licensed independent CPA firm providing attest services) with KBF Advisory, LLC (providing tax and business consulting), in compliance with the AICPA Code of Professional Conduct. Service lines span ASC 740 income tax accounting, international tax, SALT, expatriate and global mobility, R&D credits, transfer pricing, financial statement assurance, SOC reporting, IPO and SEC readiness, and tax and accounting due diligence.
The firm markets deep specialization in ASC 740, multidisciplinary industry experience, and a high-touch, personalized engagement model. Technology is limited to a secure client portal, a SharePoint-based knowledge hub, a payments gateway, and standard content/web channels; there is no proprietary platform, software product, or disclosed AI capability. KBF monetizes through engagement-based professional services billing on a quote/letter-of-engagement basis; pricing is not publicly disclosed.
Geographically, KBF runs more than twenty U.S. offices spanning Seattle (headquarters), Portland/Lake Oswego, the Bay Area, Southern California, Las Vegas, the Mountain West, Texas, the Midwest, the Mid-Atlantic, and the Southeast, plus four international sites in the Philippines (Taguig and Muntinlupa, supported by wholly-owned subsidiary KBF Philippines, Inc.) and China (Beijing and Guangzhou). The firm serves "hundreds" of clients with a headcount of 51-100 employees, implying a partner-anchored delivery model across its distributed footprint. The firm is privately held with no external parent, private equity backing, or venture investment disclosed.
KBF firmographics
Firmographics- Name
- KBF
- Legal name
- KBF CPAs - Audit, LLP
- Website
- https://kbfcpa.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- KBF is a U.S. private CPA and advisory firm founded in 2017 that provides tax, assurance, and advisory services — including ASC 740, IPO readiness, SOC reporting, and transfer pricing — to publicly traded, PE-owned, venture-backed, and middle-market clients across the U.S., Philippines, and China.
- Ownership category
- akta.pro rank
Where KBF is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices25 records
Markets served
KBF business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Distribution channels1 record
Marketing channels5 records
KBF product offering
Product offeringCore offering
KBF is a professional services firm that delivers tax, assurance, and advisory services to publicly traded, private equity-owned, venture-backed, and middle-market companies. Core work includes ASC 740 income tax accounting, tax planning, international and state and local tax, financial statement assurance, SOC and employee benefit plan audits, IPO/SEC readiness, due diligence, and managed accounting. The firm operates an alternative practice structure with KBF CPAs - Audit, LLP handling attest services and KBF Advisory, LLC handling tax and consulting.
Product overview
KBF is a professional services firm operating under an alternative practice structure consisting of KBF CPAs - Audit, LLP (a licensed independent CPA firm providing attest services) and KBF Advisory, LLC (providing tax and business consulting services). The firm offers three integrated service lines: Tax Services (focused on ASC 740/Accounting for Income Taxes, tax planning, international tax, SALT, expatriate services, R&D credits, transfer pricing, and private client services), Assurance Services (financial statement audits, SOC reporting, employee benefit plan audits for middle market and venture-backed entities), and Advisory Services (managed accounting, IPO readiness, due diligence, business restructuring). KBF serves publicly traded, private equity-owned, and venture-backed companies across multiple industries with offices throughout the US, Philippines, and China.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Services
- Assurance Services
- Advisory Services
- Client Portal
Companies that use KBF
Customer profileSegments7 records
Ideal customer profiles7 records
KBF technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
KBF partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Madrone CommunicationminorWebsite development and digital services partner responsible for KBF's corporate website design and maintenance.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
KBF competitors and assessment
Company assessmentDirect peers
- Armanino LLP: West Coast mid-market accounting and advisory firm with strong tax and advisory practices serving venture-backed and growth-stage companies, competing for similar clients to KBF particularly in California markets.
- BPM LLP: Mid-market-focused accounting firm with strong PE, venture, and emerging-growth practices. BPM directly competes with KBF for the same publicly traded, PE-owned, and venture-backed client segments.
- Withum: Mid-market accounting firm with a notably strong private equity and venture-backed practice, offering tax, assurance, and advisory services to a very similar client base. Among the closest direct peers to KBF in size and segment focus.
Broad incumbents
- BDO USA: One of the largest mid-market accounting and advisory networks in the US, BDO serves publicly traded, PE-owned, and venture-backed companies with integrated tax, assurance, and advisory services that directly overlap KBF's offering and target client base.
- RSM US: Major mid-market-focused accounting firm with a particularly strong private equity practice. RSM competes head-to-head with KBF for PE-owned portfolio company tax, assurance, and advisory engagements.
- Grant Thornton US: Large US accounting firm serving middle-market, publicly traded, and PE-backed clients with a similar tax, audit, and advisory mix. Directly comparable in service breadth and client segment focus to KBF.
- Crowe LLP: Top-10 US accounting firm focused on middle-market and PE-owned entities, offering audit, tax, and advisory services that closely mirror KBF's integrated service model.
- Moss Adams: West Coast-anchored mid-market accounting firm with strong tax and assurance practices serving middle-market and PE-backed companies, a direct geographic and segment competitor to KBF.
- Plante Moran: Large mid-market accounting and advisory firm serving closely held, middle-market, and PE-backed clients with integrated tax, audit, and consulting services comparable to KBF's offering.
- Eide Bailly: Top-25 US accounting firm serving middle-market, closely held, and PE-backed companies across multiple US regions. Closely comparable geographic and service profile to KBF.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
KBF social profiles
Digital presenceKBF compliance and trust
Trust signalCompliance1 record
KBF financial estimates
Financial estimateRevenue estimate
Valuation estimate
KBF leadership team
Management profileNumber of profiles
KBF subsidiaries and ownership
Company hierarchySubsidiaries1 record
KBF funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
KBF 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 KBF
What does KBF do?
KBF is a professional services firm that delivers tax, assurance, and advisory services to publicly traded, private equity-owned, venture-backed, and middle-market companies. Core work includes ASC 740 income tax accounting, tax planning, international and state and local tax, financial statement assurance, SOC and employee benefit plan audits, IPO/SEC readiness, due diligence, and managed accounting. The firm operates an alternative practice structure with KBF CPAs - Audit, LLP handling attest services and KBF Advisory, LLC handling tax and consulting.
Is KBF a public or private company?
KBF is a private company. It is classified as management employee owned and is currently operating.
When was KBF founded?
KBF was founded in 2017. It employs 51 to 100 people.
Where is KBF based?
KBF is headquartered in Irvine, United States, in the North America region.
Who are KBF's main competitors?
Direct peers on record are Armanino LLP, BPM LLP and Withum. Broad incumbents are BDO USA, RSM US, Grant Thornton US, Crowe LLP, Moss Adams, Plante Moran and Eide Bailly.
Does KBF have an API?
No public API is recorded for KBF.