BERATA

What BERATA does

BERATA-GmbH Steuerberatungsgesellschaft is a German tax advisory and accounting firm headquartered in Pfarrkirchen, Bavaria, operating 48 branch offices across Germany. The firm delivers professional services across seven core areas: bookkeeping (Buchführung), tax advisory (Steuerberatung), financial and business consulting (Finanz- und Wirtschaftsberatung), business formation and succession planning (Gründung und Nachfolge), company analysis (Unternehmensanalysen), payroll services (Lohnleistungen), and digitization support (Digitalisierung). Its underlying technology stack is built on DATEV accounting software and LAND-DATA ADNOVA digitization solutions, with DATEV Unternehmen online enabling digital client collaboration. BERATA serves a broad vertical mix including agriculture, commerce, free professions, private individuals, construction, hospitality, real estate, and associations, with clients ranging from sole proprietors to large Mittelstand enterprises.

The firm operates within the BBJ-Unternehmensgruppe, a cooperative-affiliated advisory network whose parent is the Buchführungsdienst der Bayerischen Jungbauernschaft e.V. BERATA's go-to-market is sales-led and relationship-driven, anchored by face-to-face advisory at its 48 branch locations, with supplemental digital channels (website, Facebook, Instagram, email). The firm is regulated by the Steuerberaterkammer München under the Steuerberatungsgesetz and operates as a German private limited company (GmbH). No public listing, external institutional investment, or funding rounds are indicated; the ownership structure is cooperative-affiliated within the BBJ group, alongside sister entities LBD (agricultural bookkeeping) and RWB (auditing and business consulting) that together deliver an integrated tax, audit, and consulting offering.

The revenue model is professional-services based, with fees structured as quote-based engagements typical of the German Steuerberater market under the StBVV fee schedule. Revenue streams include tax advisory, bookkeeping, financial consulting, and payroll services delivered across multi-year client mandates. Pricing is not publicly disclosed and no customer logos or revenue figures are available in the source data.

Name

BERATA

Legal name

BERATA-GmbH Steuerberatungsgesellschaft

Website

https://berata-stbg.de

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

101–250 employees

Short description

BERATA is a German tax advisory and accounting firm operating 48 branch offices, serving sole proprietors through Mittelstand enterprises across agriculture, commerce, free professions, and private individuals. It is part of the BBJ-Unternehmensgruppe, which integrates tax, audit, and consulting services under one roof.

Ownership category

akta.pro rank

Headquarters

HQ city

Pfarrkirchen

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services: Professional tax advisory services for businesses and individuals, including tax planning, tax returns, and tax compliance.
2. Bookkeeping and Accounting: Bookkeeping services (Buchführung) for commercial enterprises, agricultural businesses, and individuals.
3. Financial and Business Consulting: Financial advisory and business analysis services including company evaluations, succession planning, and business formation guidance.
4. Payroll Services: Payroll processing and administration services for clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

BERATA is a German tax advisory and accounting firm delivering professional services including bookkeeping, tax advisory, financial and business consulting, business formation and succession planning, company analysis, payroll processing, and digitization support. Services are provided through 48 branch locations across Germany, primarily serving agricultural businesses, commercial enterprises, freelancers, and private individuals as part of the BBJ-Unternehmensgruppe.

Product overview

BERATA is a tax consulting company offering professional services primarily to agriculture, trade, independent professions, and private individuals across Germany. The service portfolio consists of seven core service areas: Buchführung (accounting/bookkeeping), Steuerberatung (tax consulting), Finanz- und Wirtschaftsberatung (financial and business consulting), Gründung und Nachfolge (business founding and succession), Unternehmensanalysen (company analysis), Lohnleistungen (payroll services), and Digitalisierung (digitization). These services are delivered through 48 locations in Germany as part of the BBJ-Unternehmensgruppe network, which also includes LBD (agricultural accounting) and rwb (auditing and business consulting). Downloadable templates for accounting are available including cash books, cash reports, receipts, count protocols, and self-receipts.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Bookkeeping [Buchführung]

Segments10 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Four partnerships are on record, tiered core.

• LBD Landw. Buchführungsdienst GmbHcoreStrategic or Co-development PartnerSpecialized agricultural accounting service within the BBJ-Unternehmensgruppe, providing bookkeeping and tax services specifically for agricultural businesses and farms. Part of the integrated network alongside BERATA and RWB.
• RWB Revisions- und Wirtschaftsberatungs-GmbH WirtschaftsprüfungsgesellschaftcoreStrategic or Co-development PartnerAudit and business consulting firm within the BBJ-Unternehmensgruppe, offering auditing services, business consulting, and economic advisory for medium-sized enterprises. Integrated with BERATA and LBD in the BBJ network.
• DATEVcoreTechnology or IntegrationLeading German accounting software provider used by BERATA for client bookkeeping, payroll, and financial management. DATEV Unternehmen online platform enables digital collaboration with clients.
• LAND-DATA (ADNOVA)coreTechnology or IntegrationProvider of ADNOVA digitization solutions for agricultural businesses, supporting the digitalization of farm accounting and agricultural management processes.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• KPMG Germany: KPMG Germany is a Big Four audit and tax firm serving large enterprises and high-end Mittelstand. It is a broad incumbent competitor for premium tax and audit mandates in the same German market.
• DATEV eG: DATEV is the dominant German accounting software cooperative serving tax advisors and SMEs. While primarily a technology provider, its ecosystem defines service delivery standards for firms like BERATA and overlaps in payroll/bookkeeping tooling.
• BDO Germany: BDO Germany is a Big-Mid-tier audit and advisory network serving German SMEs and mid-market companies. It competes with BERATA for upper-Mittelstand tax and audit engagements.

Direct peers

• RSM Germany: RSM Germany operates a tax and audit network serving German Mittelstand, with comparable multi-office advisory delivery. It is a direct competitor in the integrated tax/audit/consulting value proposition.
• ETL AG: ETL is one of Germany's largest tax advisory networks with hundreds of branches nationwide, offering tax, legal, and audit services to SMEs and individuals. It is the most direct structural competitor to BERATA's branch-based advisory model.
• Ebner Stolz: Ebner Stolz is a German mid-market tax, audit, and consulting firm with multi-office presence. Comparable to BERATA in serving Mittelstand clients with integrated tax and advisory services.
• HLB Deutschland: HLB Deutschland is a mid-tier German tax, audit, and advisory network targeting Mittelstand clients. It competes head-to-head with BERATA for the same SME and professional-services client base across multiple German regions.
• Lohnsteuerhilfeverein Bayern: Tax aid association serving private individuals and employees in Bavaria with income tax preparation. It competes with BERATA's Privatpersonen segment on price-sensitive individual tax returns.
• Treuhand Bayern: Treuhand Bayern is a Bavarian tax advisory and audit cooperative serving agricultural and SME clients. Direct peer given shared geography, agricultural specialization, and cooperative-style operating model.

Regional players

• Genossenschaftsverband Bayern (GVB): Bavarian cooperative association offering accounting, tax, and audit services to cooperatives and their members in Bavaria. Comparable in regional focus, agricultural client base, and cooperative ownership philosophy to BERATA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/steuern.mit.berata
• Instagraminstagram.com/berata_steuerberatung
• LinkedInlinkedin.com/company/berata-gmbh-steuerberatung

Compliance2 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 BERATA