Glenn Burdette

Name

Glenn Burdette

Legal name

Glenn Burdette

Website

https://glennburdette.com

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Public Accounting and Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Public accounting services
• Tax preparation planning
• Audit attest services
• Winery accounting
• Business advisory consulting

Headquarters

HQ city

Santa Maria

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Glenn Burdette generates revenue through professional accounting services including tax preparation and planning, auditing, bookkeeping, and business consulting. Services are provided to businesses, individuals, nonprofits, and government entities across the Central Coast region.
2. Client Accounting Advisory Services (CAAS): Ongoing advisory services including outsourced accounting and bookkeeping, financial planning, cash flow management, fractional CFO/controller services, and technology implementation consulting. Delivered as recurring client engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Glenn Burdette is a Central Coast California CPA firm offering tax preparation and planning, audit and attest, business consulting, wine industry specialization, and Client Accounting Advisory Services (outsourced accounting, fractional CFO/controller). Services are delivered through three physical offices (San Luis Obispo, Santa Maria, Paso Robles) to businesses, individuals, nonprofits, and government entities, supported by digital tools including the Winery Management Toolkit, secure file transfer, and online payment portal.

Product overview

Glenn Burdette is a CPA firm providing a full spectrum of accounting and advisory services across three service lines: Core Services (tax, audit, and business consulting), Wine Industry Services (specialized services for vineyard and winery operations), and Client Accounting Advisory Services (outsourced accounting and fractional CFO services). The firm operates as a multi-office practice with integrated digital tools including the Winery Management Toolkit (specialized templates for wine industry accounting), Tax Resource Center (guides and publications), and Payment Portal (Aiwyn-powered online payments).

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Successfully passed all AICPA peer reviews since firm formation
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• American Institute of CPAs (AICPA)coreStrategic or Co-development Partner · 1 January 2020Glenn Burdette was selected as one of five firms nationwide to partner in AICPA's new diversity program for college students. The program provided $20,000 towards tuition and a full-time internship during the 2020 tax season. Glenn Burdette was the sole western region firm selected based on its training program, investment in community service, and commitment to diversity. As an AICPA member firm, Glenn Burdette also undergoes formal peer review examination.
• Cal Poly San Luis ObispocoreStrategic or Co-development PartnerGlenn Burdette actively recruits the best and brightest from the Cal Poly Accounting Program each fall for entry-level positions and winter internships. Interviews are typically held on the Cal Poly campus in October. Many firm principals and staff are Cal Poly alumni.
• Community OrganizationsminorOthersGlenn Burdette employees serve on local nonprofit boards and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles. Supported organizations include American Cancer Society, American Red Cross, California Women for Agriculture, Community Action Partnership of San Luis Obispo, Family Care Network, and others.

Scale indicators5 records

Recent moves13 records

Expansion highlights6 records

Direct peers

• Haskell & White LLP: California-based mid-market CPA firm with comparable size, multi-office presence, and a similar mix of tax, audit, and business advisory services. Closely matches Glenn Burdette's positioning as a regional, partner-driven firm serving owner-managed businesses.
• Aldrich CPAs + Advisors: West Coast regional CPA and advisory firm of comparable size and structure, with industry specializations and a multi-office model similar to Glenn Burdette. Direct competitor for mid-market owner-managed business clients across the Pacific coast.
• Burr Pilger Mayer (BPM): California-headquartered accounting and advisory firm with comparable size and similar tax, audit, and advisory service mix. Overlaps with Glenn Burdette on mid-market business and high-net-worth individual clients.
• Wipfli LLP: Top-25 US accounting and advisory firm with a comparable mix of tax, audit, and outsourced accounting services for mid-market clients. Similar in size and service breadth to Glenn Burdette, and operates as a multi-office regional practice.
• Eide Bailly LLP: Top-20 US accounting and advisory firm serving mid-market and owner-managed businesses with a similar service mix. Comparable firm size and structure, and competes in adjacent regional markets.
• WithumSmith+Brown, PC (Withum): Top-20 US accounting and advisory firm with strong industry specialization practices and a similar relationship-driven model. Comparable in size and in the way it scales service lines around industry niches, like Glenn Burdette's wine specialization.

Broad incumbents

• Moss Adams LLP: One of the largest West Coast-based accounting and business advisory firms, with deep industry practices including wine, agribusiness, and healthcare. Operates as a broad incumbent competing for many of the same mid-market and family-owned clients Glenn Burdette serves.
• Armanino LLP: Largest California-headquartered accounting and consulting firm, with significant technology, advisory, and outsourced accounting practices. Competes for the same Central Coast and California business clients and overlaps on fractional CFO/CAAS services.
• CLA (CliftonLarsonAllen): Top-10 US accounting firm offering a broad range of tax, audit, and advisory services to mid-market businesses. Larger and more diversified than Glenn Burdette, but a relevant peer for the same client base.
• Plante Moran PLLC: Top-15 US accounting and advisory firm with deep industry specializations and a multi-office regional structure. Operates as a broad incumbent offering overlapping services in tax, audit, and advisory for mid-market and family-owned businesses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/glenn-burdette

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 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 Glenn Burdette