Berntson Porter & Company, PLLC

What Berntson Porter & Company, PLLC does

Berntson Porter & Company, PLLC is a Certified Public Accounting and planning firm headquartered in Bellevue, Washington, founded in 1996 and operating as a private professional limited liability company. The firm provides accounting, tax, and planning services to its client base, with a headcount in the 101-250 employee range, consistent with a small-to-mid-sized regional CPA practice.

The firm's profile must be read alongside an affiliated national professional services network whose data appears in the aggregated source material. That network operates across 140+ locations in 23 major U.S. markets with 9,500+ team members, delivering integrated services across accounting, tax, advisory, benefits, insurance, and technology — including AI, cybersecurity, and managed services — to middle-market clients in verticals such as financial services, private equity, real estate, construction, life sciences, government, technology, and not-for-profit/education. A Bellevue, WA office at 11100 NE 8th Street is documented within that network, indicating Berntson Porter is connected to a multi-state service delivery platform that materially extends its standalone capabilities.

The business model is professional services fee-for-engagement: revenue is generated on a per-engagement or retainer basis (pricing is not publicly disclosed), with services delivered through direct, relationship-based client engagement. The primary customer segment is middle-market companies seeking integrated accounting, tax, and advisory support, with additional reach into 13+ industry verticals through the broader network. No public funding rounds, investor disclosures, or revenue figures are available for the entity itself; CBIZ, Inc. (NYSE: CBZ), a publicly traded holding entity that operates an alternative practice structure with separately licensed CPA subsidiaries, is associated with the broader network but is not identified as a parent of Berntson Porter & Company, PLLC in the source material.

Name

Berntson Porter & Company, PLLC

Legal name

CBIZ, Inc.

Website

https://bpcpa.com

Company type

Public

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

Berntson Porter & Company, PLLC is a Bellevue, Washington-based Certified Public Accounting and planning firm founded in 1996, serving middle-market clients with 101-250 employees as a private professional services practice.

Ownership category

akta.pro rank

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices123 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Services: Revenue generated from providing professional services including accounting, tax, advisory, benefits, insurance, and technology services to clients across multiple industries.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Berntson Porter & Company, PLLC is a Certified Public Accounting and planning firm (per firmographic data) providing integrated professional services including accounting (audit & attest, financial reporting), tax, advisory (M&A, valuation, forensic), benefits, insurance, and technology services to middle-market companies across 14+ industry verticals. The firm delivers localized client engagement through local offices with relationship-based service teams.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Audit & Attest and Financial Reporting services delivered to middle market companies and other organizations needing financial statement assurance and reporting support.
• Tax Services Comprehensive tax services including Business Tax, International Tax, State & Local Tax, Specialized Tax, Opportunity Zones, and Private Client Services for business and individual clients.
• Advisory Services Business advisory offerings spanning M&A, Compensation Consulting, Financial Accounting & Advisory, Forensic Consulting & Litigation, Human Capital Management, Investment Advisory, Private Equity Advisory, Risk & Advisory, Talent Solutions, Tariff Solutions, Transaction Advisory, and Valuation Services for middle market clients.
• Benefits Services Employee and benefits solutions including Actuarial Services, Employee Benefits Administration, Employee Benefits Consulting, HR Services, Retirement Plan Administration, and Retirement Plan Consulting for employer clients.
• Insurance Services Risk and insurance solutions covering Business Insurance, Individual Insurance, Risk Management, and Specialty Insurance for business and individual clients.
• Technology Services Technology consulting and managed services including Artificial Intelligence (AI), Cloud & Infrastructure, Cybersecurity, Emerging Technology, Enterprise Performance & Technology, Managed Services, and Payroll & HR Technology for organizations seeking technology enablement.

Segments14 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves2 records

Expansion highlights2 records

Direct peers

• Forvis (formerly BKD + DHG): Forvis is a top-10 U.S. accounting and advisory firm formed by the merger of BKD and Dixon Hughes Goodman, with a middle-market-led service model across audit, tax, and advisory — directly comparable on platform and target market.
• Clark Nuber PS: Clark Nuber is a Bellevue, WA-based CPA and advisory firm serving closely comparable Pacific Northwest middle-market and nonprofit clients — a direct local peer in the same metro and similar practice mix.
• Moss Adams LLP: Moss Adams is a major Pacific Northwest-headquartered CPA and advisory firm (Seattle) of similar mid-tier size serving middle-market companies across audit, tax, and advisory — the closest direct geographic and scale-based peer to a Bellevue-based regional firm.
• Baker Tilly US: Baker Tilly is a top-15 U.S. accounting and advisory firm with a similar multi-discipline practice model (audit, tax, advisory, consulting) serving middle-market and emerging-middle-market clients — directly comparable peer at slightly larger scale.
• Plante Moran: Plante Moran is a top-15 U.S. accounting and business advisory firm with a comparable mid-tier full-service platform (audit, tax, advisory, consulting) targeting middle-market companies — directly comparable on size and offering breadth.
• Wipfli LLP: Wipfli is a Top-20 U.S. accounting and advisory firm with a comparable mid-tier multi-service model spanning audit, tax, advisory, and technology — directly comparable on service mix and middle-market positioning.
• WithumSmith+Brown PC: Withum is a top-25 U.S. accounting and advisory firm with a multi-discipline middle-market service mix (audit, tax, advisory, technology) — directly comparable peer on size and client segmentation.
• Eide Bailly LLP: Eide Bailly is a top-25 U.S. accounting and advisory firm with a closely comparable full-service CPA platform and middle-market focus — directly comparable on service breadth and target client profile.

Broad incumbents

• BDO USA: BDO USA is the U.S. member of a top-5 global accounting network with a significantly larger multi-service platform than mid-tier regional peers — operates in the same middle-market space as the subject firm and represents the 'next tier up' competitive set and acquirer profile.
• RSM US LLP: RSM US is the U.S. member of a global top-6 accounting network with the strongest middle-market focus among the large global firms — competes in the same middle-market segment with greater scale, and represents an adjacent strategic reference point.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/cbiz
• Xx.com/berntsonporter
• Facebookfacebook.com/berntsonporter

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries3 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 Berntson Porter & Company, PLLC