Hagen Kurth Perman and Co

What Hagen Kurth Perman and Co does

Hagen Kurth Perman and Co (doing business as HKP Advisors) is a Seattle-based CPA and advisory firm founded in 1974. The firm serves closely held businesses, their owners, and high-net-worth individuals across the Pacific Northwest, with global reach delivered through its CPAmerica alliance membership. It is a privately held professional corporation with 35+ professionals, led by President and Lead Owner Jim Ramborger and Owner Carrie Jo Umba, following the retirement of founder Don Kurth.

HKP delivers its work across eleven service lines: Accounting & Assurance, Books+ (a recurring monthly cloud-based bookkeeping product for small businesses), Business Advisory, Employee Benefit Plans, Estate Planning, High Net Worth Individuals & Families, Litigation Support, Start-up Support, State & Local Taxes, Taxation Planning, and Transaction Advisory Services. The firm organizes go-to-market around ten verticals, including Aerospace & Defense, Construction & Real Estate, Commercial Fishing & Maritime, Food & Beverage, Healthcare, Life Sciences, Manufacturing, Professional Services, and Technology. Its core technology stack consists of industry-standard accounting and tax preparation software, Sharefile for client document exchange, Microsoft 365 for employee access, and a proprietary Books+ cloud-based bookkeeping workflow.

Revenue is generated primarily through engagement-based professional services fees tied to scope and complexity, with a recurring subscription element for Books+ and multi-year engagements common for advisory and transaction work. The firm does not publicly disclose pricing and has no public filings. Marketing is relationship-led, executed through partner-led direct engagement, content on its blog, organic social on LinkedIn, Facebook, and Instagram, community involvement, and multi-generational referrals. HKP has been recognized as a Top 25 Puget Sound firm by the Puget Sound Business Journal in 2024 and 2026, ranked among the Top 500 U.S. firms by Inside Public Accounting in 2026, and received a Great Company Culture Award from CultureID.

Name

Hagen Kurth Perman and Co

Legal name

Hagen Kurth Perman and Co

Website

https://hkpseattle.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Short description

HKP Advisors is a Seattle-based CPA and advisory firm founded in 1974, with 35+ professionals serving closely held businesses, their owners, and high-net-worth individuals across tax, assurance, transaction advisory, and recurring bookkeeping services in the Pacific Northwest.

Ownership category

akta.pro rank

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting & Assurance: Audit, review, and compilation services providing financial statement assurance, risk evaluation, and internal control assessments. Revenue generated through engagement-based fees reflecting scope and complexity.
2. Tax Planning & Compliance: Comprehensive tax services including income tax preparation, state tax compliance, foreign asset reporting, payroll, and consulting. Revenue from tax preparation fees, advisory retainers, and project-based engagements.
3. Books+ Bookkeeping Services: Monthly cloud-based bookkeeping and accounting services with payroll and compliance support. Recurring monthly revenue model for ongoing client engagements.
4. Business Advisory Services: Strategic guidance including financial analysis, operational efficiency improvements, and risk management consulting. Engagement-based fees for advisory projects.
5. Transaction Advisory Services: Pre-transaction due diligence, tax structuring, negotiation support, and post-transaction integration services for M&A transactions. Project-based fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Hagen Kurth Perman and Co (HKP Advisors) is a Seattle-based CPA and advisory firm providing accounting and assurance, tax planning and compliance, business advisory, estate planning, transaction advisory, employee benefit plan audits, state and local tax services, litigation support, startup support, and a proprietary monthly cloud-based bookkeeping service called Books+. Services are delivered to closely held businesses, their owners, and high-net-worth individuals across the Pacific Northwest and globally through the CPAmerica alliance.

Product overview

HKP Advisors is a Seattle-based CPA and advisory firm founded in 1974, offering a comprehensive suite of professional services including Accounting & Assurance, Books+ (cloud-based bookkeeping), Business Advisory, Employee Benefit Plans, Estate Planning, High Net Worth Individuals & Families, Litigation Support, Start-up Support, State & Local Taxes, Taxation Planning, and Transaction Advisory Services. The firm's offerings are delivered as interconnected service lines, with tax planning and compliance serving as the core offering, supported by accounting/assurance capabilities, specialized advisory services for specific industries and client segments, and transactional support for M&A activities.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Assurance Provides audits, reviews, compilations, and peer reviews to help clients make informed financial decisions, strengthen internal controls, and evaluate risk. Serves closely held businesses and other organizations needing financial statement assurance.
• Books+ Monthly cloud-based bookkeeping service for small businesses that streamlines financial reporting, including transaction recording, bank reconciliation, accounts payable and receivable, financial reporting, and payroll services. Delivered on a recurring monthly subscription basis.
• Business Advisory Strategic guidance and practical solutions for navigating business complexities, including strategic planning, financial analysis, operational efficiency improvements, and risk management consulting for closely held businesses.
• Employee Benefit Plans Specialized audit services for employee benefit plans, including defined contribution plans, defined benefit plans, 5500 series preparation, and health and welfare plans.
• Estate Planning Comprehensive estate planning and compliance services addressing federal and Washington State estate tax implications, wealth transfer, charitable giving, and business succession for individuals and families.
• High Net Worth Individuals & Families Tailored tax compliance and planning services for high net worth individuals and families, including tax optimization, estate and gift tax planning, charitable giving strategies, and investment tax planning.
• Litigation Support Tax litigation support and accounting dispute resolution services, including forensic accounting, expert testimony, and documentation for tax and accounting matters.
• Start-up Support Specialized support for startup companies, including cash preservation strategies, loss and carryforward management, and tax credit identification such as R&D credits and QSBS benefits.
• State & Local Taxes (SALT) State and local tax advisory services covering multi-state income and franchise tax, return filing, nexus studies, audit defense, and incentive identification.
• Taxation Planning Business tax planning and compliance services, including evaluation of accounting methods and periods, tax credit optimization, business structure advice, and QSBS benefits guidance.
• Transaction Advisory Services Business transaction advisory for mergers and acquisitions, including transaction planning, due diligence, tax structuring, negotiation support, and post-transaction integration services.

Quantifiable outcome

• Recognized as Top 25 Accounting Firm in the Puget Sound region by Puget Sound Business Journal
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Seven partnerships are on record, tiered core and minor.

• CPAmericacoreStrategic or Co-development PartnerCPAmerica is an alliance of independent CPA firms that enables HKP to offer comprehensive advisory services globally. This membership extends HKP's reach beyond its regional Pacific Northwest footprint, providing clients access to resources and expertise across the United States and internationally. The partnership enables coordinated service delivery for clients with multi-jurisdiction needs.
• Mary's Place SeattleminorOthersCommunity organization supported through volunteer hours and resources as part of HKP's commitment to giving back to the Greater Seattle/Eastside community.
• Habitat for HumanityminorOthersCommunity organization supported through volunteer hours and resources as part of HKP's community involvement initiatives.
• Solid GroundminorOthersCommunity organization supported through volunteer hours and resources as part of HKP's community outreach program.
• HopelinkminorOthersCommunity organization supported through volunteer hours and resources as part of HKP's commitment to addressing diverse community needs.
• Food LifelineminorOthersFood bank organization supported through volunteer activities and fundraising initiatives. HKP team members actively volunteer at Food Lifeline Seattle events.
• BeckerminorOthersBecker provides professional accounting education resources including CPA exam preparation course (Becker CPA Review) and onsite learning platform for HKP employees pursuing certifications.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Moss Adams LLP: Moss Adams is a Seattle-headquartered CPA and business advisory firm serving closely held businesses, HNW individuals, and middle-market companies with tax, audit, and consulting services. It is the most directly comparable peer given shared Pacific Northwest base, mid-market focus, and overlapping industry verticals such as technology, construction, and manufacturing.
• WithumSmith+Brown PC: Withum is a U.S. mid-market CPA and advisory firm offering tax, audit, advisory, and transaction services to closely held businesses and HNW clients. Comparable to HKP in size, service mix, and relationship-driven model serving entrepreneurial owners across multiple industries.
• Plante Moran: Plante Moran is a large U.S. mid-market CPA firm providing audit, tax, consulting, and wealth management services to closely held businesses and HNW clients. Comparable to HKP in core service mix and middle-market positioning, though larger in scale.
• Eide Bailly LLP: Eide Bailly is a regional mid-market CPA firm delivering audit, tax, advisory, and technology services to closely held businesses, HNW individuals, and family offices across multiple industries. Comparable to HKP in regional relationship-driven model and service breadth.
• Wipfli LLP: Wipfli is a U.S. mid-market accounting and advisory firm serving closely held businesses with tax, audit, consulting, and technology services. Comparable to HKP in its entrepreneurial client focus, multi-industry verticals, and recurring outsourced bookkeeping offerings.
• Cherry Bekaert LLP: Cherry Bekaert is a mid-market CPA and advisory firm providing tax, assurance, advisory, and transaction services to closely held businesses and HNW clients. Comparable to HKP in middle-market positioning, HNW/estate focus, and M&A advisory capabilities.
• Marcum LLP: Marcum is a U.S. mid-market accounting and advisory firm offering tax, audit, advisory, and transaction advisory to closely held businesses and HNW clients. Comparable to HKP in transaction advisory emphasis and closely held / HNW client base.

Broad incumbents

• BDO USA: BDO USA is a Top-5 national accounting and advisory firm with a Seattle office serving middle-market and closely held clients across tax, audit, and consulting. It overlaps with HKP's service offerings and Pacific Northwest footprint but operates at significantly greater scale and breadth.
• RSM US LLP: RSM US is a leading mid-market accounting and consulting firm serving middle-market businesses with tax, audit, and consulting services. Comparable to HKP in middle-market positioning but operates as a much larger national platform with broader geographic reach.
• Crowe LLP: Crowe is a U.S. mid-market accounting and advisory firm providing audit, tax, advisory, and risk services to closely held and middle-market clients. Comparable to HKP in closely held client focus and advisory mix, but at substantially greater scale and national reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/hkpseattle
• LinkedInlinkedin.com/company/hagen-kurth-perman-cpas/posts/?feedView=all
• Instagraminstagram.com/hkp_advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Hagen Kurth Perman and Co