Bee, Bergvall & Co.

What Bee, Bergvall & Co. does

Bee, Bergvall & Co. is a privately held Certified Public Accounting firm founded in 1982 in Warrington, Pennsylvania. The firm delivers tax planning and preparation, audit/review/compilation, consulting and advisory, estate and trust planning, financial projections, cash flow analysis, and accounting support services to individuals, small businesses, privately held companies, and a meaningful concentration of nonprofit and municipal clients across Bucks and Montgomery Counties in southeastern Pennsylvania. The firm operates through partner-led engagements with at least five equity partners and a specialized team, and supports an affiliated entity, the Catalyst Center for Nonprofit Management, that extends its service line into nonprofit management consulting, board governance, and executive search.

The firm's technology stack is conventional for a regional CPA practice and includes UltraTax for tax preparation, QuickBooks platforms (with in-house ProAdvisor support for both desktop and Online versions), SafeSend for secure client document exchange, and a ShareFile client portal. Approximately 25% of the firm's work is dedicated to the nonprofit sector, with partner Kathleen Karatas alone having served over 100 nonprofit clients. The advisory practice is organized into branded sub-offerings: IGNITE (startup consulting), GROWTH (growth strategy), FRACTIONAL FINANCE (interim CFO services), and LEGACY (succession and exit planning). The firm holds affiliations with PICPA, AICPA, the Delaware Captive Insurance Association, C12 Group, and several local Chambers of Commerce.

The firm's revenue model is professional services fee-based, with pricing determined by engagement scope and complexity rather than disclosed publicly. It is a partnership-structured professional corporation with no external institutional ownership, no funding rounds, and no public disclosures of revenue. The firm serves ten documented vertical segments (small businesses, nonprofits, municipalities, individuals/families, insurance, real estate, manufacturing, technology/communications, construction, and retail). Distribution is via two physical offices (Warrington HQ and Richboro, with the Richboro office consolidating into Warrington in May 2026), direct client relationships, and referral channels built through professional associations and community engagement. The principal near-term strategic event is the 2026 office consolidation, alongside the ongoing leadership transition following the 2023 death of founder James L. Bee.

Name

Bee, Bergvall & Co.

Legal name

Bee, Bergvall & Co.

Website

https://bbcocpa.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

11–50 employees

Short description

Bee, Bergvall & Co. is a privately held regional CPA firm founded in 1982, providing tax, audit, advisory, and accounting services to individuals, small businesses, nonprofits, and municipalities across Bucks and Montgomery Counties, Pennsylvania.

Ownership category

akta.pro rank

Product category

Public Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Research Administration & Grants Management Support (Pre/Post-Award, Compliance) (EDAEALAO)

Keywords

• Public accounting services
• Tax preparation services
• Audit and assurance
• Business advisory consulting
• Nonprofit accounting services

Headquarters

HQ city

Pausa

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning & Preparation Services: Comprehensive tax planning and preparation services for individuals, businesses, and nonprofit organizations including individual returns, corporate returns, partnership returns, estate and trust returns, and tax planning strategies to minimize tax liabilities.
2. Audit, Review, and Compilation Services: Financial statement services providing varying levels of assurance including audits (highest level), reviews (limited assurance), and compilations (based on management information) for businesses, nonprofits, and municipalities.
3. Consulting and Advisory Services: Business advisory consulting services including business and strategic planning, financial modeling, mergers and acquisitions support, succession planning, exit strategies, fractional finance support, and interim accounting services.
4. Estate and Trust Planning: Estate and trust planning and tax preparation services to ensure financial security for loved ones and maintain smooth business succession.
5. Accounting Support and Bookkeeping: General ledger preparation, bookkeeping services (monthly, quarterly, or annual), payroll processing, cash flow budgeting, and financial statement preparation.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Bee, Bergvall & Co. is a Certified Public Accounting firm that delivers comprehensive accounting, tax, and advisory services to individuals, small businesses, privately held companies, nonprofits, and municipalities in southeastern Pennsylvania. Core offerings include tax planning and preparation, audits/reviews/compilations, business consulting and advisory (including fractional finance and succession planning), estate and trust planning, financial projections, cash flow analysis, accounting support and bookkeeping, and QuickBooks ProAdvisor services. The firm operates an affiliate, the Catalyst Center for Nonprofit Management, providing specialized nonprofit consulting.

Product overview

Bee, Bergvall & Co. is a Certified Public Accounting firm offering a comprehensive suite of accounting, tax, and advisory services. The firm's core offerings include Tax Planning & Preparation, Consulting and Advisory Services, Audits/Reviews/Compilations, Mergers/Acquisitions/Sales, Estate and Trust Planning, Financial Projections, Cash Flow Analysis, and Accounting Support. The advisory practice operates under branded sub-services: IGNITE (startup consulting), GROWTH (growth strategy), FRACTIONAL FINANCE (interim CFO services), and LEGACY (succession/exit planning). The firm also provides QuickBooks Pro-Advisor services as an add-on module. A sister firm, the Catalyst Center for Nonprofit Management, offers specialized nonprofit consulting including strategic planning, board governance training, and executive search. The overall portfolio is delivered as professional services rather than a software platform, with services tailored to individual and business clients across diverse industries including nonprofits, municipalities, real estate, manufacturing, insurance, and technology sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Comprehensive tax planning and preparation services including strategies to minimize tax liabilities, maximize cash flow, and ensure compliance with tax regulations for individuals, businesses, and nonprofit organizations. Covers individual returns, corporate returns, partnership returns, and estate and trust returns.
• Consulting and Advisory Services Business advisory consulting focused on privately held and family-owned businesses, including business consulting, strategic planning, succession planning, M&A support, and fractional finance.
• Audits, Reviews, and Compilation Financial statement services at three assurance levels: audits (highest assurance), reviews (limited assurance), and compilations (no assurance) for businesses, nonprofits, and municipalities including townships, boroughs, authorities, libraries, and fire companies.
• Mergers, Acquisitions, and Sales Professional services for buying, selling, or merging businesses including due diligence, fair asking price analysis, tax structure optimization, and financial impact assessment.
• Estate and Trust Planning and Tax Preparation Estate and trust planning services to ensure financial security, facilitate asset transfer, minimize beneficiary tax liability, and maintain smooth business succession for individuals and families.
• Financial Projections and Forecasts Financial projection services combining expertise and business understanding to help manage business plans and spending, from top-level reports to detailed financial models.
• Cash Flow and Budgeting Analysis Cash management services to improve liquidity, reduce costs, and increase profitability through source and use tracking, forecasting, and budget optimization.
• Accounting Support Interim accounting services including general ledger and financial statement preparation, bookkeeping (monthly, quarterly, or annual), payroll processing, cash flow budgeting, and corporate tax planning.
• QuickBooks Pro-Advisor Services

Segments10 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Catalyst Center for Nonprofit ManagementcoreStrategic or Co-development PartnerA sister firm and affiliate company providing expert management consulting and capacity-building programs for nonprofit organizations. Services include strategic planning, board governance training, organizational restructuring, nonprofit mergers and collaborations, financial modeling, and executive search. Cindy Bergvall has an active role with the Center, and Liz Vibber serves as Partner for the Catalyst Center while also serving as Marketing Director for Bee, Bergvall & Co.
• Intuit (QuickBooks)coreTechnology or IntegrationThe firm employs QuickBooks ProAdvisors who provide installation, setup, training, support, and review services for QuickBooks users. Several staff members hold QuickBooks ProAdvisor and QuickBooks Online Payroll ProAdvisor certifications.
• Catalyst Center for Business GrowthcoreStrategic or Co-development PartnerEngages with privately held and family-owned business clients to design tailored solutions for new business launches, growth strategies, and succession/exit planning. Part of the consulting and advisory services practice.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Kreischer Miller: Pennsylvania-based regional CPA and business advisory firm of comparable size serving closely held businesses, nonprofits, and municipalities. Directly comparable in geographic focus, service mix (tax, audit, advisory), and mid-market client profile.
• Boyer & Ritter LLP: Central Pennsylvania CPA firm offering tax, audit, accounting, and advisory services to businesses, nonprofits, and individuals. Closely comparable in size, service breadth, and target customer segments.
• DunlapSLK: Pennsylvania-based accounting and advisory firm serving individuals, businesses, and nonprofit organizations. Comparable in regional focus, full-service tax/audit/advisory mix, and nonprofit specialization.
• Herbein + Company: Pennsylvania-based CPA and business advisory firm with comparable service lines across tax, audit, and consulting for closely held businesses, nonprofits, and individuals. Direct competitor for mid-market PA engagements.
• Sax LLP: Northeast-based regional accounting, tax, and advisory firm serving closely held businesses, nonprofits, and family-owned enterprises. Comparable in size, vertical mix, and succession/advisory focus.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with a strong Mid-Atlantic presence serving mid-market businesses, nonprofits, and government entities. Overlaps heavily with Bee, Bergvall's service offerings and target segments, but at much greater scale and geographic reach.
• RSM US: Global middle-market-focused audit, tax, and consulting firm with significant U.S. regional presence. Competes for the same mid-market and nonprofit clients as Bee, Bergvall but delivers services at a national/international scale.
• Baker Tilly US: Top-10 U.S. advisory, tax, and assurance firm serving middle-market companies and nonprofits. Comparable in service breadth, particularly in nonprofit advisory and audit, but with substantially greater geographic and resource footprint.
• BDO USA: International accounting and advisory firm with strong mid-Atlantic presence serving closely held businesses, nonprofits, and middle-market clients. Overlaps with Bee, Bergvall across tax, audit, and advisory services.
• Wipfli LLP: Top-25 U.S. accounting and advisory firm focused on mid-market businesses, with relevant nonprofit and small-business practices. Comparable in service orientation but significantly larger and multi-region.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/BeeBergvallCPA
• Facebookfacebook.com/BeeBergvall

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Bee, Bergvall & Co.