Klatzkin & Company

What Klatzkin & Company does

Klatzkin & Company LLP is a Certified Public Accounting (CPA) firm founded in 1930 by Joseph and Ida Klatzkin in Trenton, NJ, and currently headquartered at 1 AAA Drive in Hamilton, NJ, with a second office in Newtown, PA. Operating as a privately held limited liability partnership with nearly 40 employees — including 11 partners and six partners emeritus — the firm delivers a comprehensive suite of professional services organized around five core lines: Accounting (including virtual bookkeeping, financial reporting, and QuickBooks support), Tax (individual and business preparation, planning, and compliance), Audit & Assurance (financial statement audits, reviews, and compilations including Yellow Book and Single Audits), Advisory (part-time CFO, succession and exit planning, business consulting), and Estate Administration (trust, estate, and wealth transfer services).

The firm is built around deep vertical specialization across six industries: agribusiness; manufacturing, wholesale and distribution; nonprofit and education; professional services; real estate and construction; and technology. Its technology stack is intentionally conventional — CCH ProSystem fx Engagement, QuickBooks, and Microsoft Office — with no proprietary platform, AI, or API surface disclosed. Services are delivered through a partner-led, face-to-face engagement model supplemented by virtual bookkeeping and outsourced accounting for clients outside the immediate geographic footprint.

Klatzkin generates revenue through professional services fees billed on a time-and-engagement basis, with no public fee schedule. Its go-to-market relies on content marketing (The Bottom Line blog, LinkedIn, Facebook, Twitter/X, email newsletter), community involvement (over 500 volunteer hours annually), and referral-based relationships cultivated through industry associations (AICPA, NJSCPA, PICPA). The firm has remained a regional, partner-led LLP for 95 years with no external investment, private equity backing, or parent company.

Name

Klatzkin & Company

Legal name

Klatzkin & Company LLP

Website

https://klatzkin.com

Company type

Private

Founded year

1930

Operating status

Operating

Headcount range

11–50 employees

Short description

Klatzkin & Company LLP is a regional CPA firm founded in 1930, providing accounting, audit, tax, advisory, and estate administration services to businesses, nonprofits, and high-net-worth individuals in New Jersey and Pennsylvania across six industry verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Hampton

HQ country

United States

HQ region

North America

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. Professional Services Fees: Revenue generated from providing accounting, audit, tax preparation, tax planning, and advisory services to businesses, nonprofit organizations, and high net worth individuals. Services are billed based on professional time or project-based engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Klatzkin & Company is a Certified Public Accounting firm that delivers accounting, tax, audit and assurance, advisory, and estate administration services to businesses, nonprofit organizations, and high net worth individuals. Services are organized into five core practice areas and tailored across six vertical industries (agribusiness, manufacturing/wholesale/distribution, nonprofit and education, professional services, real estate and construction, and technology). Engagements are delivered by 11 partners and approximately 40 staff from offices in Hamilton, NJ and Newtown, PA.

Product overview

Klatzkin & Company LLP is a Certified Public Accounting (CPA) firm that provides a comprehensive suite of professional services organized around five core service lines: Accounting Services (including outsourced bookkeeping, financial reporting, and QuickBooks support), Tax Services (covering individual and business tax preparation, planning, and compliance), Audit & Assurance Services (financial statement audits, reviews, and compilations), Advisory Services (including part-time CFO, succession planning, and business consulting), and Estate Administration Services. The firm specializes in serving specific industries including Agribusiness, Manufacturing/Wholesale/Distribution, Nonprofit & Education, Professional Services, Real Estate & Construction, and Technology. The service architecture is structured as a unified professional services offering with industry-specific expertise modules, rather than a software product or platform. Services are delivered through offices in Hamilton, NJ and Newtown, PA, serving clients primarily in New Jersey and Pennsylvania.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Virtual bookkeeping, accounting, and financial reporting services for businesses, including client accounting services, ongoing bookkeeping support, asset and liability reconciliations, monthly/quarterly/year-end accounting, and financial statement preparation.
• Tax Services Federal and state income tax preparation, planning, and compliance for individuals and businesses, including gift and estate tax returns, tax research, and IRS/State tax notice response.
• Audit & Assurance Services Financial statement audits, reviews, and compilations for privately held companies, nonprofit organizations, and educational institutions, supported by ongoing technical training.
• Advisory Services Business succession planning, part-time CFO services, capital acquisition, purchase or sale of a business, exit planning, cash flow analysis, forecasting, profitability study, and benchmarking.
• Estate Administration Services
• Agribusiness Industry Services Specialized accounting, tax, audit, and consulting for agribusiness companies including producers, processors, and distributors, covering farm accounting, tax preparation, financial statement services, R&D tax credits, and business plan development.
• Manufacturing, Wholesale & Distribution Industry Services Financial reporting, compliance, R&D tax credit analysis, and consulting for manufacturing, wholesale, and distribution companies in New Jersey and Pennsylvania.
• Nonprofit & Education Industry Services Audit, accounting, tax, and compliance services for nonprofit organizations including Yellow Book audits, single audit reporting, grant reporting guidance, Form 990 preparation, and Form 1023 assistance.
• Professional Services Industry Services Financial statement audits, compilations, reviews, employee benefit plan audits, agreed-upon procedures, tax planning and compliance, multi-state tax compliance, buy/sell agreements, and exit/succession planning for professional service companies.
• Real Estate & Construction Industry Services Transaction structuring, due diligence, cost segregation studies, 1031 like-kind exchanges, passive activity rules, opportunity zone planning, and financial statement audits for real estate and construction companies.
• Technology Industry Services Tax preparation, planning, and compliance, R&D credit consulting, income and sales tax nexus analysis, financial systems review and implementation, and financial forecasting and budgeting for technology companies.

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves14 records

Expansion highlights6 records

Direct peers

• Mercadien, P.C. NJ-based CPA and business advisory firm serving middle-market companies, nonprofits, and HNW clients — comparable size, geographic focus, and full-service CPA offering.
• Withum: Top-30 U.S. CPA and advisory firm headquartered in Princeton, NJ, with comparable multi-vertical industry focus (including nonprofit, real estate, technology) and similar regional mid-Atlantic footprint.
• WilkinGuttenplan: Mid-sized NJ-based CPA firm offering tax, audit, advisory, and accounting services to closely-held businesses, nonprofits, and high-net-worth individuals — near-direct comparable in size and service mix.
• Wiss & Company: NJ-headquartered full-service accounting and advisory firm serving closely-held businesses and HNW clients across the Mid-Atlantic; comparable size, service breadth, and industry verticals.
• Sax LLP: NJ-based CPA and advisory firm providing tax, audit, wealth management, and advisory services to middle-market businesses, nonprofits, and individuals — closely comparable regional full-service firm.
• SobelCo: NJ-headquartered CPA firm of comparable size offering accounting, tax, audit, and advisory services to closely-held businesses, nonprofits, and HNW individuals across the region.
• Bowman & Company LLP: NJ-headquartered CPA firm with comparable size and service mix, providing audit, tax, and consulting services to municipalities, nonprofits, and private businesses in the Mid-Atlantic region.
• Marks Paneth: NY/NJ-based accounting and advisory firm with comparable focus on closely-held businesses, HNW individuals, nonprofits, and real estate — overlapping verticals and Mid-Atlantic client base.

Broad incumbents

• Citrin Cooperman: Larger mid-Atlantic-focused CPA and advisory firm with significant NJ/PA presence; broader service portfolio including wealth management and business advisory, representing the next-tier competitive threat.
• CohnReznick: Top-20 U.S. advisory, tax, and assurance firm with strong Mid-Atlantic presence including NJ and PA offices; competes for the same middle-market and nonprofit clients with deeper resources.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/klatzkin
• Facebookfacebook.com/klatzkin
• LinkedInlinkedin.com/company/klatzkin-&-company-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 Klatzkin & Company