Rosenberg, Rich, Baker, Berman & Company

What Rosenberg, Rich, Baker, Berman & Company does

Rosenberg, Rich, Baker, Berman & Company (RRBB) is a privately held, mid-tier accounting and advisory firm headquartered in Somerset, New Jersey, founded in 1965 and operating under an alternative practice structure through Rosenberg Rich Baker Berman, P.A. (licensed CPA entity for attest services) and RRBB Advisors, LLC (tax and business consulting). The firm delivers a full-service portfolio including audit and assurance, business and individual tax planning and preparation, SEC and public company services, business valuation and litigation support, M&A advisory, estate and trust tax, international tax, IRS representation, and payroll processing via its wholly owned subsidiary Superior Payroll, LLC. It is registered with the PCAOB and serves approximately 30 small and mid-cap public companies alongside a broader base of privately held businesses and individuals.

RRBB operates from seven offices across New Jersey, New York, and Maryland, with international reach accessed through independent memberships in BDO Alliance USA and PrimeGlobal (via its holding company, Crete Professionals Alliance). Go-to-market is relationship-driven and partner-led: the firm describes itself as offering "the expertise and resources of a large firm" with the personal attention of a smaller practice, supported by referrals (including from Big 4 firms), content marketing, industry events, and PR-driven recognition. Pricing is quote-based and engagement-specific, billed via hourly rates or fixed fees.

The business model is professional services with four primary revenue streams — audit and assurance, tax planning and preparation, business advisory (including outsourced CFO/controller functions and M&A), and payroll — all billed on a time-and-engagement basis. Growth has been driven primarily through acquisitions (Kleespies Horwitz & Associates in 2023, Gail Rosen CPA PC in 2025, and Offit & Roth P.A. in 2026) and selective partner hiring, signaling a roll-up strategy executed under the Crete Professionals Alliance umbrella.

Name

Rosenberg, Rich, Baker, Berman & Company

Legal name

Rosenberg Rich Baker Berman, P.A.

Website

https://rrbb.com

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

101–250 employees

Short description

RRBB is a privately held, mid-tier CPA and advisory firm serving public companies, privately held businesses, and individuals across New Jersey, New York, and Maryland with audit, tax, advisory, valuation, and SEC services under an alternative practice structure.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Audit assurance services
• Tax planning preparation
• Business advisory services
• Public company auditing
• Business valuation services

Headquarters

HQ city

Somerset

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Audit and Assurance Services: Audit and assurance services for public and privately held businesses, including financial statement audits, reviews, and compilations. The firm is registered with the PCAOB and serves approximately 30 public companies.
2. Tax Planning and Preparation: Comprehensive tax planning and preparation services for businesses and individuals, including estate and trust tax, international tax, and IRS representation.
3. Business Advisory Services: Client accounting and advisory services, including outsourced CFO and controller functions, business valuation, and mergers and acquisitions advisory.
4. Payroll Services: Payroll processing services through Superior Payroll, LLC subsidiary.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Rosenberg, Rich, Baker, Berman & Company (RRBB) is a full-service accounting, tax, audit, and advisory firm providing audit and assurance, business and individual tax planning and preparation, outsourced client accounting and CFO advisory, SEC and public company services, mergers and acquisitions, business valuation, estate and trust tax, retirement and wealth management, elder care financial services, international tax, IRS representation, and payroll processing to public and privately held businesses and individuals.

Product overview

RRBB is a full-service accounting, tax, audit, and advisory firm that operates as a unified portfolio of professional services rather than a single product with modules. The core offerings include Audit + Assurance Services, Business Tax Planning + Preparation, Client Accounting + Advisory Services, Estate + Trust Tax, Individual Tax Planning + Preparation, International Tax, IRS Representation + Tax Problem Resolution, Mergers + Acquisitions, SEC + Public Company Services, Valuation Services, and Superior Payroll. The firm serves both businesses and individuals, with specialized services such as Elder Care Financial Services, Retirement + Financial Planning, Wealth Management Guidance, Business Combinations + Purchase Price Allocation, and Complex Financial Instruments valuation. The services are delivered through RRBB Advisors, LLC and Rosenberg Rich Baker Berman, P.A. (a licensed CPA firm) as an alternative practice structure.

Differentiator

Problem solved

Functional benefit

Brands

• Superior Payroll: Payroll processing and payroll-related services for businesses

Products and services

• Audit + Assurance Services Independent audit and assurance engagements delivered by a PCAOB-registered firm for public and privately held businesses across industries.
• Business Tax Planning + Preparation Corporate, partnership, and pass-through tax planning, preparation, and compliance services for public and privately held businesses.
• Client Accounting + Advisory Services Outsourced accounting, controller, and CFO advisory services providing recurring financial management support to growing and mid-sized businesses.
• Estate + Trust Tax Estate, gift, and trust tax planning, preparation, and compliance for high-net-worth individuals, families, and trusts.
• Individual Tax Planning + Preparation Personal income tax planning, preparation, and compliance services for individuals across all states.
• Retirement + Financial Planning Retirement and financial planning services for individuals approaching or in retirement.
• Wealth Management Guidance Wealth management advisory for individuals and families seeking to preserve and grow personal wealth.
• Elder Care Financial Services Specialized financial and tax services for elder care, including care planning and tax-related support for older adults and their families.
• International Tax International tax planning, compliance, and advisory for individuals and businesses with cross-border activities and reporting obligations.
• IRS Representation + Tax Problem Resolution Representation before the IRS and resolution of tax problems including audits, collections, and notices for individuals and businesses.
• Mergers + Acquisitions M&A advisory and transaction support including due diligence, deal structuring, and post-transaction integration for privately held businesses.
• SEC + Public Company Services Audit, attestation, and SEC reporting services for SEC registrants and public companies, including PCAOB-registered audits.
• Superior Payroll Outsourced payroll processing service for businesses, provided through the firm's Superior Payroll offering.
• Valuation Services Business and intangible asset valuation services delivered by credentialed valuation specialists for transactions, financial reporting, and tax purposes.
• Litigation Support Forensic accounting and litigation support services including expert witness work and damages quantification.
• Business Combinations + Purchase Price Allocation Purchase price allocation and business combinations valuation services supporting M&A transactions and financial reporting.
• Complex Financial Instruments Valuation of complex financial instruments including derivatives, stock-based compensation, and other hard-to-value securities.

Named customers2 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered major, core and minor.

• Offit & Roth P.A.majorStrategic or Co-development Partner · 27 June 2026Offit & Roth P.A. has joined RRBB and will now be known as RRBB. This acquisition expands the firm's advisory platform into Maryland, marking significant geographic expansion.
• BDO Alliance USAcoreStrategic or Co-development PartnerRRBB is an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms. This membership enables RRBB to expand services to clients with subsidiaries or financial interests outside the country, accessing resources of BDO USA and other Alliance members without jeopardizing existing relationships or autonomy.
• PrimeGlobalcoreStrategic or Co-development PartnerRRBB is an independent member of Crete Professionals Alliance (d/b/a Current), affiliated with PrimeGlobal. This global association of accounting firms provides international reach and resources while maintaining independent operations.
• Kleespies, Horwitz & Associates, LLCmajorStrategic or Co-development PartnerKleespies, Horwitz & Associates, LLC joined RRBB, bringing long-standing relationships, technical depth, and a people-first approach to client service. This team reinforces RRBB's expanded tax, accounting, advisory, and payroll services.
• Gail Rosen CPA PCmajorStrategic or Co-development PartnerGail Rosen CPA PC brought decades of experience and a dedicated team to RRBB, joining the firm as a respected practice known for long-standing client relationships.
• Superior Payroll, LLCcoreChannel Partner/ Reseller/ DistributorSuperior Payroll, LLC is a subsidiary entity under the RRBB umbrella, providing payroll processing services as part of the firm's expanded service offerings.
• Cardillo & Co.minorStrategic or Co-development PartnerRRBB Advisors, LLC welcomed Cardillo & Co. as part of continued company growth strategy.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• WithumSmith+Brown: Top-30 US accounting and advisory firm offering audit, tax, advisory, and SEC services to mid-market public and private companies. Directly comparable to RRBB in service mix, mid-market focus, PCAOB-registered public company practice, and Northeast headquarters.
• EisnerAmper: Major mid-size accounting firm with strong audit, tax, advisory, and SEC practices serving public companies, private businesses, and high-net-worth individuals. Directly comparable to RRBB in service breadth, public-company audit capability, and Northeast base (NY/NJ).
• CohnReznick: Top-20 US accounting firm providing audit, tax, advisory, and valuation services to middle-market companies with significant SEC/public company practice. Comparable to RRBB in service mix and mid-market positioning, though materially larger in scale.
• Marcum LLP: Top-15 US accounting firm with strong audit, tax, advisory, and SEC services serving mid-market and public companies. Directly comparable to RRBB across service lines and SEC practice, though substantially larger with broader geographic coverage.
• Citrin Cooperman: Mid-size accounting and advisory firm offering audit, tax, advisory, and outsourced CFO services to businesses and individuals, with strong Northeast presence. Directly comparable to RRBB in service mix, mid-market focus, and Northeast operating geographies.
• Friedman LLP: Mid-size NJ/NY-based accounting and advisory firm providing audit, tax, advisory, and SEC services. Directly comparable to RRBB in geographic footprint (NJ/NY), PCAOB-registered public company practice, and mid-market business focus.
• Anchin, Block & Anchin: Mid-size NY-based accounting and advisory firm offering audit, tax, advisory, and consulting services to middle-market companies and high-net-worth individuals. Comparable to RRBB in service breadth and mid-market/Northeast positioning.

Regional players

• Wiss & Company: New Jersey-based accounting and advisory firm providing tax, audit, and advisory services to mid-market businesses and individuals. Directly comparable to RRBB as a fellow NJ-headquartered CPA firm with similar client profile and service mix, though smaller in scale and public-company exposure.
• Kreischer Miller: Mid-size PA/NJ-based accounting and advisory firm serving closely held businesses, family-owned companies, and high-net-worth individuals. Comparable to RRBB in regional Mid-Atlantic focus and full-service tax/audit/advisory model, though with limited SEC practice.

Broad incumbents

• BDO USA: Top-5 global accounting network; RRBB is an independent member of the BDO Alliance USA. BDO is a broader incumbent with significantly larger scale and international coverage, but overlapping audit, tax, and SEC service offerings make it a relevant comparable for capability set and competitive context.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/rrbbfinancial
• Facebookfacebook.com/Rosenberg-Rich-Baker-Berman-Company-184453734910779
• LinkedInlinkedin.com/company/rrbb-asset-management-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

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 Rosenberg, Rich, Baker, Berman & Company