Geltrude & Company

What Geltrude & Company does

Geltrude & Company is a privately held, boutique accounting and financial advisory firm founded in 1995 by Daniel J. Geltrude and headquartered in Clifton, New Jersey. The firm operates as a full-service public accounting practice offering core services in accounting, auditing, tax preparation, compliance and strategic tax planning, supplemented by specialty practices in employee benefit plan and pension audits, litigation support and forensic valuations, family office services for high-net-worth clients, outsourced accounting, financial and retirement planning, and tax credit services for HUD/LIHTC programs. It maintains a dedicated LGBTQ Community Advisory Practice and serves a diversified mix of industries including real estate, manufacturing/wholesale/distribution, non-profits, construction, retail, family-owned businesses, and professional firms, with stated clients ranging from small business owners to Fortune 100 executives.

The firm's service delivery model is built on traditional professional services mechanics: custom engagement-based pricing, billable hours, project-based fees, and ongoing advisory retainers, particularly for family office work. It leverages standard third-party practice platforms, including Clientaxcess for client portal access and CCHAxcess for client collaboration, with no proprietary technology stack or AI-native product disclosed. Distribution is primarily direct, supported by founder-led media positioning (Dan Geltrude as 'America's Accountant' on Fox Business, CBSN, Yahoo! Finance, and Cheddar), authored books, and active participation in AICPA and NJSCPA professional associations. Growth to date has been organic, augmented by referrals and acquisitions, and the firm is founder-owned and independently operated without external investment, currently staffed at 11-50 employees across four partners.

In 2025-2026 the firm signaled expansion through a larger office relocation, new service lines in investment management and insurance, niche practices in tax credit services and LGBTQ advisory, and stated intent to adopt AI-enabled workflows, indicating a multi-pronged offensive rather than a defensive posture.

Name

Geltrude & Company

Legal name

Geltrude & Company LLC

Website

https://geltrude.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Geltrude & Company is a New Jersey-based boutique accounting and financial advisory firm serving small-to-mid-size businesses, high-net-worth families, and select Fortune 100 clients across real estate, manufacturing, non-profits, and specialty niches like pension audits and LIHTC compliance.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Trusts, Estates, and Agency Accounts (525920), Other Management Consulting Services (541618)

akta.pro industry

PRIMARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYBPAHANAL

Estate, Gift & Trust Valuation

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

SECONDARYFSAEAKAF

Family Office Trust & Fiduciary Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAKAA

Personal Trust & Fiduciary Administration

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYBPAAAGAJ

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

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

Keywords

• Accounting services
• Tax planning
• Audit services
• Business advisory
• Family office services

Headquarters

HQ city

Nutley

HQ country

United States

HQ region

North America

Offices1 record

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. Accounting and Auditing Services: Traditional professional services revenue model providing comprehensive accounting, auditing, and financial consulting services to businesses and individuals. Revenue is generated through billable hours and professional service fees for ongoing engagements and project-based work.
2. Tax Planning and Compliance Services: Tax preparation, strategic planning, and representation services billed on a per-engagement and recurring basis. Services include individual, corporate, partnership, and estate tax preparation.
3. Family Office Services: Comprehensive business management and family office services for high-net-worth families, entrepreneurs, and closely-held businesses. Revenue generated through ongoing advisory retainer arrangements.
4. Pension and Employee Benefit Plan Audits: Specialized auditing services for employee benefit plans including defined benefit, defined contribution, health and welfare, and 403(b) plans. Billed per engagement with competitive fee structure.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Geltrude & Company is a full-service accounting and financial advisory firm providing tax preparation and strategic tax planning, financial statement preparation, auditing and risk services, pension and employee benefit plan audits, outsourced accounting, litigation support and business valuations, and family office services. The firm serves small-to-mid-market businesses, real estate owners and developers, manufacturers/wholesalers, non-profits, professional firms, and high-net-worth families primarily across the Northeast U.S. and New York metropolitan area.

Product overview

Geltrude & Company is a full-service accounting and financial advisory firm founded in 1995, offering a comprehensive suite of professional services organized as distinct specialty practice areas. The core service portfolio centers on Accounting, Auditing, and Taxation, Compliance, and Planning, supplemented by specialized practices including Employee Benefit Plan and Pension Audits, Litigation, Forensic and Valuations, and Tax Credit Services. Premium offerings include Family Office Services for high-net-worth clients and Outsourced Accounting Services for comprehensive business management. The firm also maintains an LGBTQ Community Advisory Practice and serves diverse industries including Construction, Real Estate, Manufacturing, Retail, Non-Profits, and Professional Firms. The firm emphasizes an entrepreneurial approach to accounting, positioning itself as a strategic partner rather than a traditional compliance-focused firm.

Differentiator

Problem solved

Functional benefit

Brands

• LGBT Community Practice Group: Dedicated practice group serving the financial and tax planning needs of the LGBT community, offering specialized accounting, tax, and advisory services.

Products and services

• Accounting Core accounting services providing comprehensive financial analysis, interpretation, and data reporting to guide growth strategies and add value to businesses and individuals.
• Taxation, Compliance, and Planning Proactive tax preparation, compliance, and strategic planning services including audits, attest reports, financial statement analysis, and multi-year projections for individuals, corporations, partnerships, and estates.
• Auditing Professional auditing and risk management services including internal control reviews, risk analysis, pension plan audits, and SOX and Section 404 compliance.
• Employee Benefit Plan and Pension Audits Specialized pension plan audits including limited and full-scope audits, defined benefit, defined contribution, health & welfare, and 403(b) plan audits.
• Family Office Services Comprehensive business management and family office services for high-net-worth families including consolidated financial reports, tax planning, investment monitoring, and lifestyle services.
• Financial and Retirement Planning Financial planning and retirement planning services including financial forecasting, retirement account optimization, insurance benefits, and eldercare services.
• Litigation, Forensic and Valuations Forensic accounting and business valuation services including financial investigations, divorce proceedings support, expert witness testimony, and comprehensive business valuations.
• Outsourced Accounting Services Comprehensive outsourced business management including billing, accounts receivable, cash management, payroll, budgeting, forecasting, and eldercare services.
• Tax Credit Services Specialized Low Income Housing Tax Credit (LIHTC) and HUD-sponsored program services including cost certifications, compliance testing, and IRS Section 42 services.
• Advisory Services for LGBTQ Community Specialized tax and financial advisory services for LGBT individuals and couples, addressing same-sex marriage tax implications, estate planning, and evolving legal requirements.

Named customers6 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• WithumSmith+Brown (Withum): Northeast-headquartered CPA and advisory firm serving closely-held businesses, real estate, and professional services clients with tax, audit, and consulting offerings similar to Geltrude's portfolio.
• Sax LLP: Mid-Atlantic accounting and advisory firm offering tax, audit, advisory, and outsourced accounting to closely-held businesses, real estate, and nonprofits — directly overlapping Geltrude's service lines.
• Marks Paneth: New York-based CPA and advisory firm with strong real estate, nonprofit, and family office practices — closely comparable to Geltrude's vertical mix and Northeast footprint.
• Citrin Cooperman: Mid-size Northeast accounting and advisory firm offering tax, audit, family office, and advisory services to closely-held and HNW clients. Highly comparable given overlapping service mix and boutique-to-mid-market positioning.
• Wiss & Company: New Jersey-based CPA and advisory firm providing tax, audit, and consulting to closely-held businesses and HNW clients — a direct in-state competitor with comparable service breadth.
• Anchin, Block & Anchin: NYC-area full-service accounting firm providing tax, audit, advisory, and outsourced accounting to closely-held businesses and HNW individuals — a near-direct competitor in Geltrude's home geography.

Broad incumbents

• BDO USA: Top-10 U.S. accounting and advisory network serving middle-market and HNW clients with tax, audit, and advisory; competes with Geltrude on enterprise clients including Fortune 100 mandates.
• Baker Tilly US: Large national CPA and advisory firm with real estate, construction, and family office practices competing for similar mid-market clients in the Northeast.
• CohnReznick: Top-30 U.S. accounting firm with deep real estate, nonprofit, and HNW practices operating in the Northeast; broader portfolio but overlapping client types and services as Geltrude.
• EisnerAmper: Large Northeast-headquartered accounting and advisory firm with strong HNW, family office, real estate, and nonprofit practices, competing with Geltrude for similar client profiles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/DanGeltrude
• YouTubeyoutube.com/channel/UCkbzwqUISm9IidFmXnII85Q
• LinkedInlinkedin.com/in/dangeltrude

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Geltrude & Company