BBD, LLP

What BBD, LLP does

BBD, LLP is the named legal entity in the source data, but the substantive content describes a U.S. professional services firm that delivers accounting, audit, tax, advisory, forensic, risk, and digital transformation services. The firm's core service lines are Assurance and Accounting (financial statement audits, agreed-upon procedures, reviews, compilations, employee benefit plan audits), Business Advisory (accounting advisory, business and management consulting, transaction advisory, investment banking, insurance advisory, outsourced accounting and CFO support via OASyS), Forensic and Valuation Services, Risk Advisory and Assurance (cybersecurity, contract compliance, PCI compliance, SOC audits), Tax Services (business tax, state and local tax, international services, tax controversy, credits), and Digital Solutions (AI strategy, business process automation, CRM/ERP consulting, data analytics, Microsoft cloud licensing and Viva employee experience). Wealth Management is offered as an adjacent service for private clients.

The firm operates across 17 disclosed industry verticals including Construction, Dealerships, Energy and Oilfield Services, Financial Services, Government Contractors, Healthcare, Industrial and Consumer Products, Labor Unions, Life Sciences, Multiemployer Benefit Plans, Not-For-Profit and Education, Private Equity, Professional Services, Real Estate, Technology and Emerging Growth, and Theatre and Entertainment. The primary verticals called out in the input are Not-For-Profit organizations and Educational Institutions, with dedicated specialists handling single audits under 2CFR200, Form 990 preparation, merger integration, outsourced accounting, and digital transformation. The technology stack leverages Microsoft Azure AD, Azure Data Factory, Microsoft 365, Teams, and Viva, with QuickBooks integration noted.

Revenue mechanics are not disclosed in the source data: pricing is not publicly disclosed, fees are not itemized, and no revenue figure is provided for BBD, LLP. The go-to-market motion is direct engagement with organizational executives, CFOs, and boards, supplemented by content marketing (articles, case studies, the Civic Warriors podcast, video series, industry events) and community engagement (board service and volunteerism). The referral URL structure (utm_source=bbd&utm_medium=referral&utm_campaign=firm) indicates BBD, LLP functions as a referral/affiliate channel into the broader firm rather than as the standalone operating entity being profiled.

Name

BBD, LLP

Legal name

BBD, LLP

Website

https://bbdcpa.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

51–100 employees

Short description

BBD, LLP is a named legal entity for which source content describes a multi-practice professional services firm delivering accounting, audit, tax, advisory, and digital solutions with a primary focus on not-for-profit organizations and educational institutions.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Management Consulting Services (54161), Professional, Scientific, and Technical Services (54)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Fraud Risk & Financial Crime Controls Advisory (BPAKADAL), Fairness Opinions & Solvency Opinions (BPAHANAN), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Nonprofit accounting services
• Audit and assurance
• Tax compliance services
• Business advisory services
• Digital transformation consulting

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Distribution channels1 record

Marketing channels5 records

Core offering

Based on the available source data, the company is presented as a professional services firm delivering accounting, audit, tax, advisory, forensic, risk, and digital solutions to not-for-profit organizations and educational institutions. Core service lines include Assurance and Accounting Services, Business Advisory Services, Tax Services, Forensic and Valuation Services, Risk Advisory and Assurance Services, and Digital Solutions, with industry-specific offerings such as single audits (2CFR200), Form 990 preparation, outsourced accounting (OASyS), and digital transformation consulting.

Product overview

Withum offers a comprehensive suite of accounting, advisory, tax, and technology consulting services organized as distinct practice areas. The core service lines include Assurance and Accounting Services, Business Advisory Services, Digital Solutions, Forensic and Valuation Services, Risk Advisory and Assurance Services, and Tax Services. Within Digital Solutions, the firm provides specialized AI strategy advisory, business process automation, data analytics, and ERP implementation services. The firm serves various industry verticals including Not-For-Profit and Education, with dedicated specialists providing services such as government-funded program compliance, single audits, Form 990 preparation, and outsourced accounting (OASyS). Wealth management services are offered as an additional module for private clients. The architecture is organized as a unified professional services firm with specialized practice areas and industry-focused service teams rather than a single software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance and Accounting Services
• Business Advisory Services Strategic advisory services including accounting advisory, financial reporting, business and management consulting, insurance advisory, investment banking, outsourced accounting, transaction advisory, and self-insured health plan advisory for organizational clients.
• Tax Services Full-spectrum tax services including business tax, cost segregation, global transfer pricing, international services, private client services, state and local tax, tax controversy, tax credits, and tax services for high-income individuals.
• Risk Advisory and Assurance Services Risk management services including contract compliance, cybersecurity consulting, PCI compliance, and SOC audit services to help organizations mitigate operational and compliance risks.
• Forensic and Valuation Services Specialized services including business disputes and economic damages, forensics and investigations, white-collar criminal defense, insolvency and bankruptcy, corporate intelligence, matrimonial litigation, tax investigations, and valuation services.
• Digital Solutions Technology consulting services encompassing artificial intelligence strategy, business process automation, CRM and ERP consulting, data analytics, employee experience with Microsoft Viva, and Microsoft cloud licensing and support.
• Wealth Management Comprehensive wealth management services for private clients and high-net-worth individuals.
• Outsourced Accounting Systems and Services (OASyS) Outsourced accounting and CFO services providing staff augmentation, internal audit services, and financial reporting support for organizations lacking in-house resources.
• Not-For-Profit and Education Services Specialized services for nonprofit organizations and educational institutions including government-funded program compliance, single audits, Form 990 preparation, outsourced accounting, and digital transformation support.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• RSM US LLP: Global Top-10 accounting firm with a strong middle-market and nonprofit presence; provides audit, tax, consulting, and digital transformation services that overlap with BBD, LLP but typically serves larger and more complex engagements.
• Grant Thornton LLP: Top-7 U.S. accounting firm with a dedicated Not-for-Profit and Higher Education practice offering audit, tax, and advisory services; competes for larger nonprofit and education engagements than BBD, LLP typically pursues.
• Marcum LLP: Top-15 U.S. accounting and advisory firm providing audit, tax, and consulting services to nonprofits, schools, and government contractors with a comparable service-line architecture.
• BDO USA: Top-10 U.S. accounting network with an established Not-for-Profit practice serving associations, foundations, and educational institutions; competes for mid-market and large nonprofit audit and advisory work.

Direct peers

• Plante Moran: Large U.S. accounting and advisory firm with significant exposure to nonprofit, education, and government-funded clients, including single audits and Form 990 preparation; offers comparable assurance and advisory capabilities.
• BerryDunn: Regional CPA and consulting firm recognized for its specialized Not-for-Profit practice, serving associations, social services, healthcare nonprofits, and educational institutions with audit and advisory services similar to BBD, LLP.
• CliftonLarsonAllen (CLA): Major U.S. accounting firm widely regarded as a leading advisor to not-for-profit organizations, higher education institutions, and government grant-funded entities, with dedicated audit and advisory teams that overlap directly with BBD, LLP's service mix.
• Eide Bailly LLP: Top-25 U.S. accounting firm with a dedicated Not-for-Profit practice serving social services, associations, healthcare nonprofits, and educational institutions; competes for similar audit, tax, and outsourced accounting engagements.
• Withum Smith+Brown, PC (Withum): Top-30 U.S. accounting and advisory firm whose Not-For-Profit and Education practice is referenced as BBD, LLP's referral and capability partner; offers the same suite of audit, tax, advisory, and digital services to overlapping nonprofit and education clients.

Emerging players

• Sax LLP: Mid-Atlantic accounting and advisory firm with a growing nonprofit and education practice offering audit, tax, outsourced accounting, and advisory services; competes with BBD, LLP for similar regional nonprofit clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/bbdcpa
• Facebookfacebook.com/bbdcpa
• LinkedInlinkedin.com/company/bbd-llp

Revenue estimate

Valuation estimate

Number of profiles

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 BBD, LLP