Samuel Klein and Company

What Samuel Klein and Company does

Samuel Klein and Company LLP is a privately held Certified Public Accounting and consulting firm founded in 1921 and headquartered in Newark, New Jersey, with a secondary office in Freehold, NJ. The firm delivers a comprehensive range of professional services including accounting, auditing (audits, reviews, compilations), tax planning and preparation, payroll administration, IRS representation, business valuations, and management advisory services. It serves four primary client verticals: commercial companies of various sizes, local governments and school districts throughout New Jersey, financial institutions, and not-for-profit organizations, with geographic reach concentrated in New Jersey, New York, Pennsylvania, and several other states.

The firm's product surface is organized around five professional service streams: traditional accounting and assurance, tax services (proactive planning for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, and nonprofits), management advisory and consulting, governmental assurance for NJ municipalities and authorities, and specialized bond-related verification services (cash flow and yield verification, commercial mortgage loan defeasance verification, and arbitrage rebate and yield restriction compliance). Technology is limited to standard accounting software, computerized bookkeeping, and basic digital client tools — a website-hosted suite of interactive financial calculators, a ConvergePay payment portal, and an Imaginary Time secure client document portal. The firm holds no proprietary technology, AI capabilities, APIs, or software products.

The business operates as an independent partner-led LLP using a sales-led go-to-market model built on direct professional relationships, long-tenured client engagements, and referrals. Revenue is generated entirely through professional service fees billed per engagement, with no subscription, product, or transaction-based revenue streams. The firm markets primarily through its corporate website and direct phone outreach, leveraging its century-long operating history and recognition as one of the 25 most prestigious independent accounting and consulting firms in New Jersey as its principal competitive differentiator.

Name

Samuel Klein and Company

Legal name

Samuel Klein and Company LLP

Website

https://sklein-cpa.com

Company type

Private

Founded year

1921

Operating status

Operating

Ownership category

akta.pro rank

Headquarters

HQ city

Newark

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting and Auditing: Full range of accounting services including general ledger preparation, financial statement preparation, bookkeeping, and audit services (audits, reviews, compilations). Provided on a professional services basis to commercial, governmental, and nonprofit clients.
2. Tax Services: Tax planning, preparation, and IRS representation services for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, and not-for-profit organizations. Includes proactive tax planning and year-round tax advisory.
3. Management Advisory and Consulting Services: Business consulting including strategic planning, financial management, executive recruitment, computer systems consulting, accounting software selection and implementation, business valuations, and merger/acquisition advisory.
4. Governmental Assurance Services: Specialized services for local governments including auditing functions, disclosure statements, annual budgets, and Local Finance Board applications for municipalities, counties, school districts, and authorities throughout New Jersey.
5. Specialized Financial Verification Services: Cash flow and yield verification, commercial mortgage loan defeasance, and arbitrage rebate compliance services for bond issuers and financial institutions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Samuel Klein and Company is a Certified Public Accounting firm providing accounting, auditing, taxation, payroll, management advisory, and consulting services to commercial, governmental, and nonprofit clients. The firm also delivers specialized governmental assurance services to New Jersey municipalities, counties, school districts, and authorities, along with niche bond-related services including cash flow and yield verification, loan defeasance verification, and arbitrage rebate compliance.

Product overview

Samuel Klein and Company is a traditional Certified Public Accounting (CPA) firm offering a comprehensive suite of professional accounting, auditing, taxation, and consulting services. The firm operates as a single, unified professional services practice rather than a software platform. Core offerings include Client Services (accounting, auditing, taxation, management advisory), Governmental Assurance Services for New Jersey municipalities and school boards, Tax Services, Consulting Services, Accounting Services, Audit Services, Financial Forecasts & Projections, IRS Representation, Payroll Services, and Estate & Trust Tax Preparation. Specialized bond-related services include Cash Flow and Yield Verification, Loan Defeasance Verification Services, and Arbitrage Rebate and Yield Restriction compliance. The firm also provides digital tools including interactive Financial Calculators (Auto, Loan, Mortgage, Retirement, Savings, Tax) and client-facing portals (Payment Portal via ConvergePay and Client Portal via Imaginary Time).

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Full range of cost-effective accounting services including general ledger and financial statement preparation, bookkeeping, accounting system setup, computerized payroll services, and business tax return preparation for commercial and individual clients.
• Audit Services Financial reporting services including audits (highest level of assurance through intensive examination), reviews (limited assurance with analytical procedures), and compilations (for internal use based on client information).
• Tax Services Proactive tax planning and preparation services for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, gifts, and not-for-profit organizations, including IRS and taxing authority representation.
• Governmental Assurance Services Specialized governmental accounting and auditing services for local governments and school boards throughout New Jersey, including municipalities, counties, school districts, and authorities. Includes auditing functions, disclosure statements, annual budgets, and Local Finance Board applications.
• Consulting Services Business consulting services including accounting software selection and implementation, type of entity selection, business valuations, buying/selling a business, computer systems consulting, financial and retirement decisions, and estate, trust and gift planning. Also includes merger and acquisition advisory, executive recruitment, and strategic planning.
• Financial Forecasts & Projections Financial forecasting and projection services ranging from simple projections to complex financial modeling to help businesses manage and lead toward profitability.
• IRS Representation

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered professional affiliation.

• American Institute of Certified Public Accountants (AICPA)professional affiliationOthersPartners and principals are members of the American Institute of Certified Public Accountants. The firm also maintains memberships in the New Jersey Society of Certified Public Accountants and other state societies.
• New Jersey Society of Certified Public Accountants (NJCPA)professional affiliationOthersPartners and staff are members of the New Jersey Society of Certified Public Accountants as well as other state societies.
• Registered Municipal Accountants Association of New Jerseyprofessional affiliationOthersThe firm's registered municipal accountants are members of the Registered Municipal Accountants Association of New Jersey, providing specialized expertise in governmental accounting.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Wiss & Company: New Jersey-headquartered CPA and advisory firm providing accounting, tax, audit, and consulting services to commercial, governmental, and nonprofit clients — directly comparable regional peer with overlapping NJ municipal and commercial practice.
• Sax LLP: Mid-Atlantic and Northeast regional CPA and advisory firm offering accounting, tax, audit, and advisory services to closely held businesses, government, and nonprofit clients — comparable in scale, services, and regional footprint.
• Withum: Top-30 U.S. accounting and advisory firm with deep New Jersey presence, providing audit, tax, and consulting to middle-market commercial, governmental, and nonprofit clients — comparable regional peer with overlapping service lines.
• PKF O'Connor Davies: Northeast-based accounting and advisory firm serving commercial, governmental, and nonprofit clients with audit, tax, and consulting — directly comparable regional peer with municipal/government practice overlap.
• Citrin Cooperman: Northeast-headquartered CPA and advisory firm providing accounting, tax, audit, and business advisory to middle-market commercial, nonprofit, and government-adjacent clients — comparable in scale and service mix.
• Marks Paneth: Northeast regional CPA and advisory firm serving closely held businesses, nonprofits, and high-net-worth individuals with tax, audit, and consulting — comparable regional peer with similar client mix.
• Prager Metis CPAs: Northeast and national CPA firm providing tax, audit, advisory, and specialized bond verification services (defeasance, arbitrage) to commercial and government clients — directly comparable on the bond verification niche in particular.
• EisnerAmper: Major Northeast-headquartered accounting and advisory firm with significant New Jersey presence serving middle-market, governmental, and nonprofit clients — comparable on full-service accounting and governmental practice.

Broad incumbents

• CohnReznick: Top-20 U.S. accounting and advisory firm with significant Northeast presence serving commercial, real estate, government, and nonprofit clients — broader incumbent with overlapping audit, tax, and advisory services.
• Marcum LLP: Top-15 U.S. accounting and advisory firm with major New Jersey offices serving middle-market and large commercial clients — broad incumbent competitor with overlapping tax, audit, and advisory services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

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 Samuel Klein and Company