What Gilbert Associates, Inc. does

Gilbert Associates, Inc. (operating as Gilbert CPAs) is a privately held, full-service certified public accounting firm headquartered in Sacramento, California, founded in 1984. The firm delivers tax, audit and assurance, consulting, and outsourced accounting (ACT — Accounting Consulting Technology) services to a diversified client base that includes not-for-profit organizations, closely held private businesses, government and education entities, individuals and trusts, insurance risk pools, and employee benefit plans. Service delivery is built around face-to-face engagement, ongoing advisory relationships, and year-round tax planning rather than seasonal preparation, supported by a team of 65+ professionals including nine shareholders.

The firm's core technology stack centers on cloud-based accounting workflows and QuickBooks Online, with internal expertise among certified QuickBooks ProAdvisors supporting software selection, training, and client-side implementation. Gilbert maintains AICPA Employee Benefit Plan Audit Quality Center and Government Audit Quality Center memberships and performs more than 30 employee benefit plan audits annually, signaling specialization in regulated audit niches. The firm is an independent member of Allinial Global, an alliance of 97 CPA firms that extends Gilbert's geographic reach for multi-state engagements without requiring additional office locations.

Gilbert makes money through professional-services engagements priced on a quote basis tied to scope and complexity, typically under multi-year contracts with nonprofits, government entities, and private businesses. New clients are sourced through direct engagement, professional referrals, community involvement, content marketing (blog, webinars, podcasts), and earned media (Forbes 2025 Best-In-State CPAs, Sacramento Business Journal Best Places to Work 2024, ClearlyRated Best of Accounting for five consecutive years). Revenue is not publicly disclosed.

Name

Gilbert Associates, Inc.

Legal name

Gilbert Associates, Inc.

Website

https://gilbertcpa.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

101–250 employees

Short description

Gilbert CPAs is a Sacramento-based, full-service CPA firm founded in 1984 serving nonprofits, private businesses, government entities, and individuals across California with tax, audit, consulting, and outsourced accounting services.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF)

Keywords

• Audit assurance services
• Tax preparation services
• Outsourced accounting services
• CPA advisory services
• Business consulting services

Headquarters

HQ city

Sacramento

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit & Assurance Services: Independent, objective audit and attestation services including financial statement attestation, internal control testing and evaluation, program audits, and single audits for various industries
2. Tax Services: Tax preparation, e-filing, consultation, planning, and advisory services for individuals, businesses, nonprofits, and trusts throughout the year
3. Accounting (ACT) Services: Accounting consulting, outsourcing solutions, controllership functions, and technology solutions including financial statement preparation, accounting system setup, and software recommendations
4. Consulting Services: Business advisory including strategic planning, business valuation, forensic accounting, and process design for private businesses and organizations

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Gilbert Associates, Inc. is a full-service certified public accounting (CPA) firm founded in 1984 and headquartered in Sacramento, California. The firm provides tax, audit, accounting, and consulting services through approximately 65 employees, including 9 shareholders, and serves clients across multiple industry verticals including not-for-profit organizations, private businesses, government and education entities, insurance risk pools, and employee benefit plans. As a member of the Allinial Global accounting network, the firm combines local partner-level attention with access to international resources.

Product overview

Gilbert CPAs is a full-service CPA firm offering a unified portfolio of professional services rather than a technology product platform. The core service lines include Audit & Assurance Services, Tax Services, Consulting Services, and ACT (Accounting Consulting Technology) which provides outsourced accounting functions. Additional specialized services cover Employee Benefit Plan Audits, Insurance Risk Pool Services, Estate Planning, Government & Education, Not-for-Profit Organizations, and Private Business advisory. The firm also operates a Student Advantage Internship Program. All services are delivered through the Sacramento-based firm's team of over 65 professionals including nine shareholders.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance

Quantifiable outcome

• Net Promoter Score of 90.9%, significantly higher than industry average of 39%
• +3 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

One partnership is on record.

• Allinial GlobalcoreStrategic or Co-development PartnerIndependent member firm of Allinial Global, an international accounting and advisory network. This membership provides access to the resources and expertise of 97 CPA firms across the country and globally, enabling Gilbert to serve clients with multi-state or international needs while maintaining local Sacramento focus.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Marcum LLP: Top 20 US accounting firm serving middle-market businesses, nonprofits, and individuals with audit, tax, and advisory services—comparable in client profile and service breadth.
• Moss Adams LLP: West Coast-based accounting and consulting firm serving closely held businesses, nonprofits, and government entities; similar regional focus and vertical mix to Gilbert's Sacramento-centric practice.
• CliftonLarsonAllen (CLA): Large US accounting firm serving middle-market businesses, nonprofits, and government entities with a comparable service portfolio across audit, tax, and advisory—Gilbert's closest scaled competitor in target verticals.
• Wipfli LLP: Top 20 US accounting and advisory firm focused on middle-market clients with strong nonprofit, government, and employee benefit plan practices—directly comparable to Gilbert's vertical mix and client profile.
• Baker Tilly US: Top 10 US advisory firm serving middle-market clients across audit, tax, and consulting with significant nonprofit and government practices—directly comparable service portfolio to Gilbert.
• Eide Bailly LLP: Top 25 US CPA firm with deep nonprofit, government, and EBP audit practices serving middle-market clients nationwide—comparable service breadth and vertical specialization to Gilbert.
• Crowe LLP: Top 10 US public accounting and consulting firm serving middle-market and large clients across audit, tax, and advisory—directly comparable in service offerings and client segments.
• Plante Moran: Large US middle-market accounting and advisory firm with strong nonprofit and government practices; comparable in service mix, mid-market client base, and emphasis on industry specialization.
• Withum: Mid-market accounting and advisory firm with strong nonprofit, government, and employee benefit plan practices; comparable size band and vertical specialization to Gilbert.

Broad incumbents

• BDO USA: Top 5 global accounting network with significant middle-market practice; broader geographic and service footprint than Gilbert but overlapping target verticals (NFP, government, private business).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/gilbertcpa
• Facebookfacebook.com/GilbertCPAs
• LinkedInlinkedin.com/company/115304

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Gilbert Associates, Inc.