Zinner & Co.

What Zinner & Co. does

Zinner & Co. is a public accounting and management consulting firm headquartered in Beachwood, Ohio, founded in 1938 by Harry Zinner. The firm is structured as an LLP and operates as a regional CPA practice with 11-50 employees, currently led by Managing Partner Robin L. Baum (in the role since 2003) alongside partners Susan D. Krantz, Brett W. Neate, and Laura B. Haines. The firm offers five core service lines: Accounting & Tax Services, Tax Services, Audit & Assurance, Business Advisory, and Individual & Family Advisory, with sub-services spanning bookkeeping, payroll, QuickBooks implementation, estate/gift/trust planning, state and local tax, and international tax. Services are organized around five industry verticals: Professional Services, Real Estate, Not-for-Profit, Manufacturing & Distribution, and Medical & Dental Practice, targeting closely-held businesses, family-owned enterprises, high-net-worth individuals, and not-for-profit organizations primarily in northeast Ohio.

The firm's technology stack is built on industry-standard third-party tools rather than proprietary platforms. Core technical components include Certified QuickBooks ProAdvisor support, a Secure File Exchange portal, online bill pay through Payer Express and Clover, embedded Bankrate financial calculators, and integrations with government portals (ACE/FINCEN) for compliance filings. The firm holds the highest possible AICPA Peer Review rating ("pass with no deficiencies") and is an OSCPA Platinum Partner, an Accounting Today "Best Accounting Firm to Work For" (2025), and an independent member of TIAG's global network of 100+ accounting firms across 60+ countries.

Zinner & Co. operates a relationship-centered, partner-led sales motion. Revenue is generated through custom-quoted professional service engagements billed on a project basis, with no publicly disclosed pricing or revenue figures. Client acquisition is driven by community involvement, professional networking, content marketing (blog, e-books, financial calculators), and referrals, with multi-decade client relationships evidenced by engagements spanning 40+ years. The firm has grown primarily through two completed mergers (Rabe, Adler & Co. in 1996; Krausse, Kass & Associates in 2001) and organic partner promotions, maintaining private ownership and operating exclusively from a single Beachwood office with global reach enabled by the TIAG alliance.

Name

Zinner & Co.

Legal name

Zinner & Co. LLP

Website

https://zinnerco.com

Company type

Private

Founded year

1938

Operating status

Operating

Headcount range

11–50 employees

Short description

Zinner & Co. is a Beachwood, Ohio-based CPA and management consulting firm founded in 1938, providing accounting, tax, audit, business advisory, and individual & family advisory services to closely-held businesses, family enterprises, not-for-profits, and high-net-worth individuals across northeast Ohio and internationally via the TIAG network.

Ownership category

akta.pro rank

Product category

Public Accounting & Management Consulting

NAICS

Offices of Certified Public Accountants (541211), Professional, Scientific, and Technical Services (54)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYBPAHAOAG

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Public accounting services
• Tax advisory services
• Audit and assurance
• Business advisory consulting
• Management consulting

Headquarters

HQ city

Beachwood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services: Full-service accounting solutions including bookkeeping, payroll services, accounting software services, and financial reporting for business clients from inception through sale or transfer.
2. Tax Services: Comprehensive tax advisory, planning, compliance, audit, and outsource tax department services covering federal, state and local (SALT), and international tax for individuals, businesses, trusts, and estates.
3. Audit & Assurance Services: Financial and operational assurance services including audits, reviews, compilations, agreed-upon procedures, internal control evaluation, compliance audits, and employee benefit plan audits.
4. Business Advisory Services: Strategic consulting including business valuation, mergers & acquisitions support, succession planning, financial analysis, management reporting, retirement plan consulting, and financing assistance.
5. Individual & Family Advisory: Holistic financial advisory services including education planning, retirement planning, estate planning, life insurance planning, family office services, and special needs planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Zinner & Co. is a northeast Ohio public accounting and management consulting firm that delivers accounting, tax, audit & assurance, business advisory, and individual & family advisory services. The firm serves closely-held businesses, family-owned enterprises, high-net-worth individuals, and not-for-profit organizations across five industry verticals: Professional Services, Real Estate, Not-for-Profit, Manufacturing & Distribution, and Medical & Dental Practice. Services are delivered directly by firm partners and staff, with supporting client resources including QuickBooks implementation, secure file exchange, and online bill pay.

Product overview

Zinner & Co. is a full-service public accounting and management consulting firm offering a comprehensive suite of professional services organized into core service lines (Accounting & Tax Services, Tax Services, Audit & Assurance, Business Advisory, and Individual & Family Advisory) with specialized sub-services including bookkeeping, payroll, accounting software support, estate/gift/trust planning, SALT, and international tax. The firm also maintains distinct industry practices serving Professional Services, Real Estate, Not-for-Profit, Manufacturing & Distribution, and Medical & Dental sectors. Supporting client resources include financial calculators, secure file exchange, online bill pay, and a publications library of tax guides. The firm supports staff development through a CPA Success Program and tax season internship program.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services
• Tax Services Comprehensive tax planning, compliance, audit, and outsource tax department services for federal, state and local (SALT), and international tax matters for individuals, businesses, trusts, and estates.
• Audit & Assurance Services Financial and operational assurance services including audits, reviews, compilations, agreed-upon procedures, internal control evaluation, compliance audits, and employee benefit plan audits.
• Business Advisory Services Strategic advisory services including business valuation, mergers & acquisitions support, succession planning, financial analysis, management reporting, retirement plan consulting, and financing assistance.
• Individual & Family Advisory Services Holistic financial advisory for high-net-worth individuals and families covering education planning, retirement planning, estate planning, life insurance planning, family office services, and special needs planning.

Quantifiable outcome

• Zinner & Co. achieved the highest possible AICPA Peer Review rating — a 'pass' with no deficiencies — in their most recent evaluation and all prior evaluations
• +1 more outcomes

Named customers3 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

Integration6 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Ohio Society of Certified Public Accountants (OSCPA)coreStrategic or Co-development Partner · 1 January 2015Zinner & Co. serves as a Platinum Partner of OSCPA, one of only five firms in Ohio with this designation. The partnership provides access to customized tools, specific training, and innovative protocols for all firm members from partners through administration, enabling specialized practices across service lines.
• TIAG (The International Accounting Group)coreStrategic or Co-development PartnerZinner & Co. is an independent member of TIAG, a global alliance of high-quality independent accounting firms with 100+ member firms in 60+ countries. The partnership provides access to global expertise for serving clients with international operations and enables the firm to offer worldwide professional services, ideas, and concepts.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bober Markey Fedorovic: Akron-based regional CPA and business advisory firm serving closely-held businesses, family enterprises, and nonprofits across Northeast Ohio. Most direct local competitor with comparable size, vertical specialization, and M&A/succession advisory services.
• Cohen & Company: Cleveland-based CPA and advisory firm with strong audit, tax, and business advisory practices serving middle-market and family-owned businesses in the same Northeast Ohio geography.
• Meaden & Moore: Cleveland-based CPA firm providing accounting, tax, audit, and advisory services to closely-held businesses and family enterprises in Northeast Ohio — overlapping client base and service lines with Zinner.
• Skoda Minotti (now Bozzuto & Company): Cleveland-area CPA and business advisory firm with industry-specialized practices serving closely-held and family-owned businesses. Direct comparable in size, geography, and service mix.
• Howard Wershbale & Co. Cleveland-area CPA firm providing tax, audit, and advisory services to closely-held businesses, nonprofits, and individuals — comparable size and Northeast Ohio footprint to Zinner.

Regional players

• Rea & Associates: Ohio-based regional CPA firm with industry practices including manufacturing, real estate, and nonprofit — overlapping service offerings and vertical specialties with Zinner's model.

Broad incumbents

• Plante Moran: Large Midwest-based CPA and advisory firm with extensive middle-market practice and strong industry verticals (including manufacturing, healthcare, real estate). Represents the scaled-up version of Zinner's specialist model and competes for the same upper mid-market clients.
• Wipfli: Top-20 national CPA and advisory firm with broad industry coverage and growing middle-market footprint; competes for advisory and succession planning mandates in Ohio and adjacent geographies.
• BDO USA: Global mid-tier accounting and advisory firm with established middle-market practice serving family-owned and closely-held businesses; competes on the advisory side of Zinner's practice.
• RSM US: Largest U.S. mid-tier CPA firm with deep middle-market practice across industry verticals relevant to Zinner's clients (manufacturing, real estate, healthcare). Increasingly competing for family-enterprise advisory mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ZinnerCo
• Facebookfacebook.com/zinnerco
• LinkedInlinkedin.com/company/zinner-%26-co--llp?trk=tyah

Compliance1 record

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 Zinner & Co.