Johnson Lambert
Johnson Lambert is a 40-year-old, partner-owned CPA firm providing audit, tax, and advisory services exclusively to insurance entities, nonprofit organizations, and employee benefit plans across the United States, ranked 5th largest auditor of P&C insurers by A.M. Best.
- Company typePrivate
- Founded1986
- HeadquartersVienna, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Johnson Lambert does
Johnson Lambert LLP is a privately held Virginia-based CPA and advisory firm founded in 1986 by former Ernst & Whinney (now EY) insurance practice leaders Larry Johnson and Debbie Lambert. The firm is structured as an independent limited liability partnership with no parent company, private equity, or venture capital backing, and is governed by its partners, with Brandy Vannoy currently serving as Managing Partner from the Raleigh office. Johnson Lambert maintains offices in Virginia, North Carolina, Florida, Georgia, Illinois, and New Jersey and operates within the DFK International/USA association for international reach.
The firm delivers audit, tax, and advisory services across three specialized verticals: insurance entities (commercial P&C, life, health, captive insurance, risk retention groups, public entity risk pools, and MGAs), nonprofit organizations (trade associations, foundations, public charities, religious-affiliated organizations, and CDFIs), and employee benefit plans (401(k), 403(b), pension, and health and welfare plans). Core audit and assurance work is augmented by tax compliance and planning, premium tax services, reinsurance accounting automation, MAR compliance, SB 253 climate disclosure attestation, SOC reporting, cybersecurity assessments, cedent audits, system implementation reviews, ERM consulting, and quality of earnings reviews. Proprietary assets include agile audit plan methodologies for cedents, automated cedent testing workflows with premium and claim trend analytics, revenue recognition templates for MGAs, MAR risk assessment tools, and an ERM documentation toolkit.
Revenue is generated through professional services fees tied to engagement scope and complexity, with new client acquisition driven by RFP submissions, industry conference presence, referrals, and active involvement in regulatory bodies such as the AICPA Insurance Expert Panel and NAIC/AICPA Task Force. The firm ranks #110 on the INSIDE Public Accounting Top 200, 5th largest auditor of P&C insurers and 9th largest auditor of life insurers per A.M. Best, and serves approximately 21% of the risk retention group sector.
Johnson Lambert firmographics
Firmographics- Name
- Johnson Lambert
- Legal name
- Johnson Lambert LLP
- Website
- https://johnsonlambert.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Johnson Lambert is a 40-year-old, partner-owned CPA firm providing audit, tax, and advisory services exclusively to insurance entities, nonprofit organizations, and employee benefit plans across the United States, ranked 5th largest auditor of P&C insurers by A.M. Best.
- Ownership category
- akta.pro rank
Johnson Lambert industry classification
Industry- Product category
- Professional Accounting and Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industry
- Risk, Compliance & Internal Controls Consulting (BPAHACAJ)
Keywords
Where Johnson Lambert is headquartered
LocationHeadquarters
- HQ city
- Vienna
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Johnson Lambert business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Audit and Assurance Services: Financial statement audits, reviews, agreed-upon procedures, and SOC reports for insurance entities, nonprofits, and employee benefit plans. Revenue generated through engagement fees based on scope and complexity of audit requirements.
- Tax Services: Tax compliance, provision preparation, planning, and consulting services. Includes federal and state income tax preparation, premium tax filings, and captive insurance tax opinions. Revenue generated through professional service fees.
- Advisory and Consulting Services: Internal audit outsourcing/co-sourcing, MAR compliance, ERM services, cybersecurity assessments, system implementation reviews, cedent audits, reinsurance accounting automation, quality of earnings reviews, and climate disclosure attestation. Revenue generated through project-based or retainer engagement fees.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Johnson Lambert product offering
Product offeringCore offering
Johnson Lambert is a CPA and advisory firm providing audit and assurance, tax, and consulting services exclusively to three industries: insurance entities (commercial insurers, captives, risk retention groups, MGAs, public entity risk pools), nonprofit organizations, and employee benefit plans. The firm delivers financial statement audits, tax compliance and planning, SOC reporting, internal audit outsourcing, MAR compliance, SB 253 climate disclosure attestation, cedent audits, reinsurance accounting automation, cybersecurity assessments, ERM services, and quality of earnings reviews.
Product overview
Johnson Lambert offers a unified professional services portfolio comprising Audit and Assurance Services, Tax Services, and Consulting Services as the three core pillars. The Audit and Assurance Services practice provides financial statement audits, reviews, and SOC reporting, augmented by specialized offerings including Premium Tax Services and Reinsurance Accounting Automation. The Tax Services practice covers federal/state income tax, premium tax, and captive-specific tax matters. The Consulting Services umbrella encompasses Internal Audit, MAR Compliance, SB 253 Climate Disclosure Attestation, Cedent Audits, Cybersecurity Assessments, System Implementation Reviews, ERM Services, and Quality of Earnings Reviews. The firm also maintains dedicated industry practices for insurance entities (commercial, captive, MGAs, public entity risk pools, risk retention groups), nonprofits, and employee benefit plans, serving 750+ insurance clients, hundreds of nonprofits, and 75+ employee benefit plans.
Differentiator
Problem solved
Functional benefit
Products and services
- Audit and Assurance Services Financial statement audits, reviews, agreed-upon procedures, and SOC reporting delivered to insurance entities, nonprofits, and employee benefit plans, using data analytics and streamlined technology workflows.
- Tax Services Industry-focused tax compliance, provision preparation, planning, and consulting for commercial insurance, captive insurance, risk retention groups, nonprofits, and employee benefit plans.
- Consulting Services Customized advisory and consulting solutions including risk advisory, technology/system advisory, accounting advisory, and transformation/integration services for insurance and nonprofit organizations.
- Premium Tax Services Multi-state premium tax and retaliatory filings, quarterly estimates, and municipal filing evaluation for commercial insurers and Risk Retention Groups.
- Internal Audit Services Outsourced, co-sourced, and advisory internal audit support tailored for insurance and nonprofit organizations, including SOX 404 and Model Audit Rule compliance.
- Reinsurance Accounting Automation End-to-end automation for reinsurance accounting, including workflow development, documentation, operational delivery, and year-end reporting support for property and casualty insurers.
- Model Audit Rule (MAR) Compliance Services MAR compliance solutions including program development, risk assessment, control testing, internal audit assistance, and ICFR certification for insurers crossing $300M or $500M premium thresholds.
- SB 253 Climate Disclosure Attestation Independent assurance over Scope 1, Scope 2, and Scope 3 greenhouse gas emissions disclosures under AICPA attestation standards for insurers subject to California's SB 253.
- Cedent Audits Data-driven audits of cedents providing insights into premium and loss data, using automated testing workflows and premium/claim trend analytics.
- SOC Reports SOC 1, SOC 2, SOC 2 Plus, SOC 3, and Cybersecurity SOC examinations for service organizations.
- Cybersecurity Assessments Cybersecurity assessments utilizing NIST, NYDFS, CIS, COBIT, AICPA Trust Services, and ISO 27001 frameworks, including tabletop reviews, program design, and operational effectiveness assessments.
- System Implementation Reviews Pre- and post-implementation assessments evaluating project management methodology, security, testing, interface, data conversion, and release approvals for system transformations.
- ERM Services Enterprise Risk Management consulting including ERM toolkit, remote team support, and comprehensive guidance for building customized risk management programs.
- Quality of Earnings (QoE) Reviews Quality of earnings reviews for insurance and related entities in M&A transactions, covering both buy-side and sell-side due diligence.
Quantifiable outcome
- 750+ insurance entity clients served
- +5 more outcomes
Companies that use Johnson Lambert
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Johnson Lambert technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Johnson Lambert partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- DFK International/USAcoreJohnson Lambert is an independent member of DFK International/USA, a worldwide association of independent accounting and management consulting firms. With locations in over 40 major markets throughout the United States and representation in over 90 countries worldwide, DFK is one of the world's major international associations of independent accounting firms and business advisors. This membership enhances the firm's worldwide reach, provides additional resources, and expands opportunities for clients.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Johnson Lambert competitors and assessment
Company assessmentDirect peers
- Withum: Top-30 U.S. CPA and advisory firm with a nationally recognized insurance practice serving insurers, captives, MGAs and RRGs. Directly competes with Johnson Lambert for insurance audit, tax and advisory engagements in the same mid-market and upper-mid-market segments.
- Moss Adams: Top-15 U.S. accounting and business advisory firm with a dedicated insurance practice and a strong nonprofit/EBP specialty. Overlaps directly with Johnson Lambert's three core verticals and competes for similar middle-market engagements.
- Forvis: Top-10 U.S. CPA firm formed from the BKD/Dixon Hughes Goodman merger with established insurance, nonprofit and EBP practices. Competes head-to-head with Johnson Lambert across the same three verticals at a slightly larger scale.
- Plante Moran: Top-15 U.S. accounting and advisory firm with a recognized insurance industry group serving commercial insurers, captives and risk pools. Direct competitor for insurance audit and advisory work, particularly in the Midwest and East Coast.
- Eide Bailly: Top-25 U.S. accounting and advisory firm with established insurance, nonprofit and EBP practices. A close direct competitor of Johnson Lambert in the middle-market, particularly in the Midwest and Mountain West.
Broad incumbents
- BDO USA: Top-5 global accounting network with a sizable insurance industry practice spanning audit, tax and advisory. Competes with Johnson Lambert for larger insurance audit engagements while offering a much broader cross-industry portfolio.
- Baker Tilly US: Top-10 U.S. advisory, tax and assurance firm with an insurance industry practice and a meaningful nonprofit/EBP group. Overlaps with Johnson Lambert across the three core verticals but operates at a broader, multi-industry scale.
- RSM US: Top-5 U.S. middle-market accounting firm with insurance, nonprofit and EBP practices. Competes for similar middle-market audit and advisory engagements while serving a much broader industry mix.
- Crowe LLP: Top-10 U.S. public accounting and consulting firm with a dedicated insurance practice and a strong financial services audit portfolio. Competes with Johnson Lambert for insurance audit, tax and advisory engagements.
Emerging players
- PYA (Pershing Yoakley & Associates): National advisory and CPA firm with strong healthcare and insurance verticals and growing EBP expertise. A more focused emerging competitor whose insurance and regulated-industry practice overlaps meaningfully with Johnson Lambert's niche.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Johnson Lambert social profiles
Digital presenceJohnson Lambert financial estimates
Financial estimateRevenue estimate
Valuation estimate
Johnson Lambert leadership team
Management profileNumber of profiles
Profiles11 records
Johnson Lambert funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Johnson Lambert 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 Johnson Lambert
What does Johnson Lambert do?
Johnson Lambert is a CPA and advisory firm providing audit and assurance, tax, and consulting services exclusively to three industries: insurance entities (commercial insurers, captives, risk retention groups, MGAs, public entity risk pools), nonprofit organizations, and employee benefit plans. The firm delivers financial statement audits, tax compliance and planning, SOC reporting, internal audit outsourcing, MAR compliance, SB 253 climate disclosure attestation, cedent audits, reinsurance accounting automation, cybersecurity assessments, ERM services, and quality of earnings reviews.
Is Johnson Lambert a public or private company?
Johnson Lambert is a private company. It is classified as management employee owned and is currently operating.
When was Johnson Lambert founded?
Johnson Lambert was founded in 1986. It employs 101 to 250 people.
Where is Johnson Lambert based?
Johnson Lambert is headquartered in Vienna, United States, in the North America region.
How does Johnson Lambert make money?
Three revenue lines are on record. Audit and Assurance Services are the primary driver. The others are tax Services and advisory and Consulting Services.
Who are Johnson Lambert's main competitors?
Direct peers on record are Withum, Moss Adams, Forvis, Plante Moran and Eide Bailly. Broad incumbents are BDO USA, Baker Tilly US, RSM US and Crowe LLP. PYA (Pershing Yoakley & Associates) is listed as an emerging player.
Does Johnson Lambert have an API?
No public API is recorded for Johnson Lambert.
What industry is Johnson Lambert in?
Johnson Lambert's product category is Professional Accounting and Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAHACAJ, Risk, Compliance & Internal Controls Consulting. Its NAICS code is 541211 and its SIC code is 8741.