Simon Lever LLP

Name

Simon Lever LLP

Legal name

Simon Lever LLC

Website

https://simonlever.com

Company type

Private

Founded year

1951

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Public Accounting & Business Advisory Services

NAICS

Other Management Consulting Services (541618)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Estate, Gift & Trust Valuation (BPAHANAL)

akta.pro secondary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Public accounting services
• Business advisory consulting
• Tax compliance planning
• Outsourced accounting services
• Audit assurance services

Headquarters

HQ city

Lititz

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting and Advisory Services: Simon Lever generates revenue through a range of professional services including advisory services (succession planning, valuation, consulting, M&A), tax services (planning, compliance, sales/use tax, estate planning), outsourced accounting (fractional controller and CFO services), and assurance services (audits, reviews, compilations, employee benefit plans, single audits). Services are delivered on a professional services basis, typically through recurring advisory relationships with clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Simon Lever LLP is an advisory, tax, and accounting firm serving closely-held and family-owned organizations across Central Pennsylvania. It delivers four integrated service lines — Advisory Services (succession planning, valuation, consulting, M&A), Tax Services (planning, compliance, sales & use tax, estate/trust/gift planning), Outsourced Accounting (fractional controller and CFO services), and Assurance Services (audits, reviews, compilations, employee benefit plan audits, single audits) — through a dedicated Lead Advisor Model.

Product overview

Simon Lever LLP is an advisory, tax, and accounting firm offering a unified portfolio of professional services. The core offerings span four integrated service areas: Advisory Services (succession planning, valuations, consulting, M&A), Tax Services (planning, compliance, sales tax, estate planning), Outsource Accounting (fractional controller/CFO services), and Assurance Services (audits, reviews, compilations). Services are delivered through a Lead Advisor Model that assigns each client a dedicated professional.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Strategic business advisory services including succession planning, valuation services, consulting services, and mergers & acquisitions support for closely-held and family-owned organizations.
• Tax Services Comprehensive tax planning and compliance services covering tax planning & compliance, sales & use tax, estate/trust/gift planning, and tax consulting for individuals and businesses.
• Outsourced Accounting Full-service outsourced accounting team providing fractional controller and fractional CFO services to support clients' financial operations and strategic decision-making.
• Assurance Services Audit, review, and compilation services including employee benefit plan audits and single audits for compliance with federal requirements.

Segments7 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Harbor ComplianceminorImplementation/ SI/ Consulting Partner · 7 March 2024Simon Lever has partnered with Harbor Compliance, a Lancaster, PA-based provider of technology and professional services, to help clients navigate Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act. Harbor Compliance offers a secure BOI reporting platform and filing service, with Simon Lever referring clients to this partner for compliance assistance.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Trout CPA: York, PA-based regional CPA and business advisory firm serving Central PA closely-held businesses, agribusiness, and family-owned organizations with tax, audit, and advisory services — directly comparable in regional focus and customer profile.
• RKL LLP: Lancaster, PA-headquartered CPA and advisory firm of similar scale serving Central Pennsylvania closely-held businesses, nonprofits, and agribusiness — a direct local competitor with overlapping service lines in tax, assurance, advisory, and outsourced accounting.
• Herbein + Company, Inc. Reading, PA-based regional CPA and business advisory firm of similar size serving closely-held and family-owned clients in Eastern and Central PA with tax, audit, and advisory services — directly comparable in geography, scale, and target customer.
• McKonly & Asbury LLP: Camp Hill, PA (Central PA) CPA and advisory firm offering audit, tax, and consulting to closely-held businesses, construction, manufacturing, and nonprofits — a direct competitor in the same regional market with similar vertical focus.
• Boyer & Ritter LLP: Camp Hill, PA-based CPA and business advisory firm serving Central PA closely-held businesses, healthcare, construction, and nonprofit organizations — directly comparable in size, services, and regional footprint.
• Reinsel Kuntz Lesher LLP (RKL): Lancaster, PA-rooted CPA and business consulting firm of similar scale providing tax, audit, advisory, and outsourced accounting to Central PA closely-held and family-owned clients — directly comparable in services and target verticals.
• Brown Plus: York, PA-based CPA and business advisory firm serving Central PA closely-held businesses, agribusiness, construction, manufacturing, and nonprofit organizations with tax, audit, and advisory services — directly comparable in scale, geography, and verticals.

Broad incumbents

• BDO USA: Top-5 global accounting and advisory network with a significant U.S. middle-market practice; competes for the same closely-held and mid-market business clients in PA via audit, tax, and advisory, but as part of a much broader portfolio.
• RSM US LLP: Leading U.S. middle-market accounting and advisory firm with strong construction, manufacturing, and nonprofit practices — overlaps with Simon Lever's verticals and target client size, but operates nationally with a much larger resource base.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm focused on closely-held businesses, agribusiness, construction, manufacturing, and nonprofit organizations — directly comparable client mix but at substantially greater national scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/simon-lever
• Xx.com/SimonLeverCPA

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Simon Lever LLP