Name

Bender & Associates

Legal name

Bender & Associates, CPAs

Website

https://sbendercpas.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Accounting and Financial Planning Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Management Consulting Services (54161)

SIC

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

akta.pro primary industry

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

akta.pro secondary industry

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

Keywords

• Tax planning services
• Accounting services
• Wealth management services
• Financial planning services
• CFO advisory services

Headquarters

HQ city

Mount Kisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Bender & Associates generates revenue through fees for professional accounting and financial planning services. Services include tax planning and preparation, accounting for businesses, wealth management (Family Office), financial planning, and CFO services. Revenue is derived from professional service engagements with individuals and businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Bender & Associates is a Certified Public Accounting and financial planning firm offering an integrated suite of professional services including Tax Planning, Accounting, Family Office wealth management, Financial Planning, and CFO Services. The firm serves individuals, high-net-worth families, and small to mid-sized businesses in the Mount Kisco/Westchester County, NY area, delivering personalized advisory and compliance work from a single local office.

Product overview

Bender & Associates is a Certified Public Accountants and Financial Planners firm offering a unified suite of financial services. The core portfolio consists of six integrated service lines: Tax Planning (smarter tax strategies), Accounting (for start-ups and established companies), Family Office (wealth management for generations), Financial Planning (macro to micro level planning), CFO Services (efficient back-office support), and Financial Tools (online resources for client convenience). These services work together to provide comprehensive financial guidance from tax optimization and accounting to wealth preservation and strategic financial leadership.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning Strategic tax planning services designed to minimize tax liabilities through smarter tax strategies, offered to individuals and businesses seeking proactive year-round tax optimization rather than transactional filing support.
• Accounting Comprehensive accounting services providing essential financial record-keeping and reporting for start-ups and established companies, supporting ongoing bookkeeping, financial statements, and compliance.
• Family Office Wealth management services focused on preserving and growing assets across generations for high-net-worth families, encompassing investment oversight, estate planning, and multi-generational financial coordination.
• Financial Planning Financial planning services covering both macro-level strategic planning and micro-level tactical execution for personal and business finances, helping clients translate long-term goals into concrete financial actions.
• CFO Services Back-office support providing chief financial officer-level expertise including financial oversight, reporting, and strategic guidance for businesses that need senior financial leadership without a full-time in-house CFO.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Direct peers

• Anchin, Block & Schiff: Mid-sized NYC-based CPA and advisory firm offering tax, accounting, CFO, and family office–adjacent wealth advisory services to closely held businesses and HNW individuals — directly comparable integrated service mix and client profile.
• PKF O'Connor Davies: Northeast regional CPA and advisory firm providing tax, audit, accounting, and outsourced CFO services to SMBs and HNW clients — overlapping multi-service model and regional/NY Tri-State client base.
• Grassi & Co. New York-area CPA and advisory firm delivering tax, accounting, audit, and CFO/consulting services to closely held businesses and HNW families — comparable integrated CPA-plus-advisory positioning.
• Marks Paneth: NYC-based CPA firm serving closely held businesses, family offices, and HNW individuals with tax, accounting, audit, and advisory services — directly comparable client profile and service breadth.
• Withum: Northeast U.S. accounting and advisory firm offering tax, accounting, audit, wealth advisory, and outsourced CFO services to SMBs and HNW clients — overlapping integrated service model.
• Citrin Cooperman: Northeast- and Mid-Atlantic-based CPA and advisory firm providing tax, accounting, and wealth advisory to closely held businesses and HNW individuals — directly comparable integrated offering.
• BPM LLP: West Coast-based CPA and advisory firm with a dedicated Family Office practice serving HNW families — comparable HNW family-office focus combined with traditional CPA services.

Broad incumbents

• Andersen Global (Andersen Tax): Global tax and advisory firm with U.S. footprint serving individuals and closely held businesses across tax, accounting, and family wealth — broader scale competitor with overlapping services.
• BDO USA: Top-tier global CPA and advisory firm with U.S. offices serving HNW individuals and closely held businesses with tax, wealth advisory, and outsourced CFO services — broader incumbent with overlapping capability.

Emerging players

• CFO Strategic Partners: Outsourced CFO services firm targeting SMBs with part-time CFO, controller, and financial advisory offerings — comparable CFO service line and SMB client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Bender & Associates