SB & Company

What SB & Company does

SB & Company (SB & Company LLC) is a privately held, Maryland-licensed Certified Public Accounting and business advisory firm founded in 2003 and headquartered in Owings Mills, Maryland. The firm operates as a hybrid CPA practice combining the methodologies and experience of Big 4 training with the focus of a local firm, serving commercial entities (startups through Fortune 5000), federal/state/local government, and tax-exempt organizations. It maintains six offices across the Mid-Atlantic and Southeast (Owings Mills MD headquarters, Nashville TN regional headquarters, plus DC, Pennsylvania, Virginia, and South Florida offices) and holds CPA firm licensure in eight jurisdictions.

The firm's offering spans five integrated service lines delivered on a project-based professional services model: Assurance (financial statement audits, compliance audits, M&A advisory, employee benefit plan audits, investigative services), Tax Services (corporate, individual, and nonprofit compliance and planning), IT Risk Services (IT governance, cyber risk, SOC1/SOC2/SOC3 examinations), Risk Consulting (internal audit, contract compliance, policy/process/controls), and Emerging Entities Services (growth strategy, audit and tax strategy for startups). There is no proprietary technology platform; the firm applies proprietary risk-focused, business-process-based audit methodologies combined with industry regulatory frameworks, and IT risk evaluations cover business applications, databases, infrastructure, and networks.

Revenue is generated through client-engagement-based professional services with custom proposals (the firm uses a "Request A Proposal" intake), and pricing varies by engagement scope and complexity. No pricing is publicly disclosed. The go-to-market is sales-led via direct partner engagement, supported by content marketing (an Insights blog), social media presence on LinkedIn, X, Facebook, and Instagram, and active participation in industry standard-setting bodies (GASB testimony, AICPA/MACPA/GFOA involvement). The customer base includes large financial services organizations, county and federal/state/local government entities, a top national research university, and over 100 nonprofit membership associations, with the firm claiming audits of more than 150 employee benefit plans (including six of the largest US retirement sponsors) and service to over 45 state and local government entities.

Name

SB & Company

Legal name

SB & Company LLC

Website

https://sbandcompany.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

101–250 employees

Short description

SB & Company is a privately held Maryland-licensed hybrid CPA and business advisory firm delivering assurance, tax, IT risk, risk consulting, and emerging-entity services to commercial clients, government entities, and tax-exempt organizations across the Mid-Atlantic and Southeast.

Ownership category

akta.pro rank

Headquarters

HQ city

Owings Mills

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Assurance Services: Financial statement audits, compliance audits, single audits, investigative/settlement services, merger and acquisition advisory, employee benefit plan audits, and accounting/audit preparation services.
2. Tax Services: Corporate tax compliance and planning, individual tax compliance and planning, and tax compliance for nonprofits including Form 990 compliance and unrelated business income tax planning.
3. IT Risk Services: IT governance/infrastructure assessments, operations risk, cyber risk evaluations, and SOC1, SOC2, and SOC3 engagements.
4. Risk Consulting Services: Internal audit, risk governance and compliance, contract compliance, and policy/process/controls consulting.
5. Emerging Entities Services: Growth strategy, audit and tax strategy for startup organizations and emerging businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

SB & Company is a hybrid CPA firm that delivers professional accounting, tax, IT risk, risk consulting, and emerging entities advisory services to commercial, public sector, and tax-exempt organizations. The firm combines Big 4 knowledge and methodologies with the attentiveness of a local business, providing assurance, tax compliance, SOC examinations, internal audit support, and growth strategy services for clients ranging from startups to Fortune 5000 companies, government entities, and nonprofits.

Product overview

SB & Company is a hybrid CPA firm offering a unified suite of professional accounting and consulting services rather than a software product. The core offerings include five integrated service lines: Assurance Services (financial audits, compliance audits, forensic investigation, M&A advisory, employee benefit plans), Tax Services (corporate, individual, and nonprofit tax compliance and planning), IT Risk Services (technology environment evaluation, cybersecurity, SOC examinations), Risk Consulting (internal audit, governance compliance, contract compliance), and Emerging Entities Services (growth strategy, audit and tax strategy for startups). The firm operates across three industry verticals: Commercial (Fortune 5000, middle market, technology, government contractors, MWOBEs), Public Sector (federal, state, local government), and Tax Exempt Organizations (nonprofits including cultural arts, associations, health/welfare, education).

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Comprehensive audit and attestation services including financial statement audits, compliance audits, investigative/settlement services, merger and acquisition advisory, employee benefit plan audits, and accounting/audit preparation assistance for commercial, government, and nonprofit organizations.
• Tax Services Tax compliance, advisory, and advocacy services for corporations, partnerships, high net worth individuals, and other operating entities, including corporate tax compliance and planning, individual tax compliance and planning, and nonprofit tax compliance (Form 990, unrelated business income tax planning).
• IT Risk Services Technology environment evaluation services at all levels (business applications, database, infrastructure, and network) covering IT governance, operations risk, cyber risk evaluations, and SOC1, SOC2, and SOC3 examination engagements.
• Risk Consulting Risk management services including internal audit support, risk governance and compliance, contract compliance, and policy, process, and controls optimization.
• Emerging Entities Services Business development support for start-up and emerging organizations including growth strategy, audit and tax strategy, corporate compliance, and tax reduction strategies.
• Commercial Industry Services Professional services for for-profit companies ranging from small startups to Fortune 5000 companies, including regulatory/statutory compliance audits, benefit plan audits, risk consulting, specialty tax services, IPO preparation, and business consulting for technology, biotechnology, government contractors, and minority/women-owned businesses.
• Public Sector Services Financial statement and single audit, compliance audits, risk consulting, tax compliance, grants management, performance audits, and specialty services for federal, state, and local government entities.
• Tax Exempt Organization Services Specialized services for nonprofits including cultural arts organizations, membership associations, health and welfare entities, and educational institutions, covering assurance, tax compliance (Form 990, UBIT), risk consulting, UPMIFA accounting, tax-exempt bond issuance, and strategic planning.

Quantifiable outcome

• Audited over 150 employee benefit plans including 6 of the largest retirement funds/sponsors in the US
• +3 more outcomes

Named customers3 records

Segments12 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• CliftonLarsonAllen (CLA): Large U.S. mid-tier CPA firm with strong nonprofit, government, and mid-market commercial practices and a hybrid Big 4-quality/regional service model analogous to SB & Company's positioning.
• PBMares: Mid-Atlantic CPA firm of similar size with a particularly strong state and local government audit practice, closely comparable to SB & Company's public sector vertical and geographic concentration in the Mid-Atlantic region.
• Withum: Top-30 U.S. mid-tier CPA and advisory firm providing assurance, tax, and risk/IT advisory services to commercial, nonprofit, and government clients — closely mirroring SB & Company's five-line service architecture and East Coast footprint.
• CohnReznick: Top-20 U.S. CPA firm with deep government, nonprofit, and commercial practices highly analogous to SB & Company's industry verticals, including significant mid-Atlantic presence and a similar advisory-plus-assurance delivery model.
• GRF CPAs & Advisors: Mid-Atlantic (DC-area) CPA firm of broadly comparable size, specializing in nonprofit, association, and government audit and tax services — directly overlapping SB & Company's tax-exempt and public sector verticals.
• PKF O'Connor Davies: Mid-tier hybrid CPA firm positioned similarly to SB & Company, combining Big 4 methodology with a regional/specialty focus; serves commercial, public sector, and nonprofit clients across the U.S. with comparable assurance, tax, and advisory service lines.
• Hoskins & Company: Nashville-based CPA firm sharing personnel, market, and service-line overlap with SB & Company (senior partners and managing principals including Harvey Hoskins and Nelson Dixon III are referenced as SB & Company leadership); comparable firm serving commercial and government clients in the same Tennessee/Southeast market.

Broad incumbents

• RSM US: Larger mid-tier U.S. CPA firm offering comparable assurance, tax, and risk consulting services to middle-market commercial, nonprofit, and government clients — operating in SB & Company's verticals but at materially greater scale.
• KPMG US: Big 4 firm explicitly identified as a competitive reference point for SB & Company's "Big 4 knowledge with local firm service" positioning; serves commercial, government, and nonprofit clients across SB & Company's verticals at much larger scale and with proprietary technology investments.
• BDO USA: Top-10 U.S. mid-tier CPA firm providing audit, tax, and advisory to commercial and government clients across the same verticals SB & Company targets, with significantly greater geographic and capability breadth as a portfolio player.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/SBCCPA_
• Facebookfacebook.com/SBCCPA
• LinkedInlinkedin.com/company/sbccpa/about
• Instagraminstagram.com/sbandcompany_llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 SB & Company