Sullivan Bille PC

What Sullivan Bille PC does

Sullivan Bille PC is a CPA and advisory firm founded in 1972, headquartered in Tewksbury, Massachusetts, operating in the New England region of the United States. Prior to its 2024 merger into KLR (Kahn Litwin Renza & Co.), the firm offered tax planning, estate preparation, mergers and acquisitions advisory, and general consulting services to a regional client base of small and mid-market businesses. The firm served clients across more than eleven industry verticals, including family-owned businesses, healthcare, hospitality, life sciences and medical devices, manufacturing, not-for-profit, professional services, real estate, renewable energy, technology, and venture capital and private equity. Headcount at the time of merger ranged from 11 to 50 employees.

Following the 2024 merger with KLR, Sullivan Bille's clients gained access to a substantially broader service portfolio spanning Accounting & Assurance, Tax, CFO Advisory + Outsourcing, Business Valuation, Information Technology Consulting, Digital Transformation, Executive Search, Transaction Advisory Services, Private Client Services, Client Accounting Services, System and Organization Controls (SOC) audits, and Cyber Security advisory. The combined firm is led by KLR CEO Paul Oliveira and operates across multiple New England locations, with Sullivan Bille's Tewksbury base absorbed into the larger KLR platform.

The business model is professional services engagement-based, with pricing quoted per engagement consistent with standard CPA and advisory firm practice; revenue figures are not publicly disclosed. Distribution is direct via professional engagement with no disclosed channel partners, and client acquisition is supported through KLR's marketing infrastructure including content marketing, email newsletters, social media presence, industry events and webinars, and a secure client portal for existing client delivery. Post-merger, Sullivan Bille PC no longer operates as a standalone entity.

Name

Sullivan Bille PC

Legal name

Sullivan Bille, PC

Website

https://sullivanbillepc.com

Company type

Private

Founded year

1972

Operating status

Acquired

Headcount range

11–50 employees

Short description

Sullivan Bille PC is a New England-based CPA and advisory firm founded in 1972 that provided tax, audit, and M&A advisory services before merging into KLR (Kahn Litwin) in 2024.

Ownership category

akta.pro rank

Headquarters

HQ city

Tewksbury

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Distribution channels1 record

Marketing channels6 records

Core offering

Sullivan Bille PC is a CPA and advisory firm delivering accounting and assurance, tax planning and preparation, CFO advisory and outsourcing, business valuation, transaction advisory, private client services, client accounting, SOC audits, IT consulting, digital transformation, cyber security, and executive search services. Following its 2024 merger with KLR (Kahn Litwin), the firm operates as part of the KLR family of companies, providing clients access to an expanded network of professionals and a broader range of advisory services.

Product overview

Sullivan Bille PC is a CPA and advisory firm that has merged with KLR. Following the merger, Sullivan Bille PC clients have access to KLR's expanded portfolio of professional services including Accounting & Assurance, Tax Services, CFO Advisory + Outsourcing, Business Valuation, IT Consulting, Digital Transformation, Executive Search, Transaction Advisory Services, Private Client Services, Client Accounting Services, SOC Services, and Cyber Security. These are professional service offerings rather than software products.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Assurance Financial statement audits, reviews, and compilation services along with accounting assistance for businesses across multiple industries.
• Tax Services Tax planning, preparation, and compliance services for individuals and businesses, including international tax, state and local tax, cost segregation, and R&D tax credits.
• CFO Advisory and Outsourcing Fractional CFO services and financial leadership outsourcing to support business growth, financial reporting, and strategic finance functions.
• Business Valuation Valuation services for mergers, acquisitions, estate planning, and financial reporting purposes.
• Information Technology Consulting IT consulting services including technology strategy and implementation support for client organizations.
• Digital Transformation Advisory and implementation services to help businesses modernize and transform their operations through technology.
• Executive Search Recruitment services for placing executive-level talent in client organizations.
• Transaction Advisory Services Advisory services for mergers, acquisitions, and other business transactions, including due diligence and deal support.
• Private Client Services Comprehensive financial services for high net worth individuals and families, including personal tax planning, estate preparation, and wealth advisory.
• Client Accounting Services Ongoing accounting and bookkeeping support for businesses delivered as a recurring outsourced service.
• System and Organization Controls (SOC) Services SOC 1, SOC 2, and other compliance audit services for service organizations.
• Cyber Security (Information Security) Information security assessment and advisory services including cyber security evaluation and consulting.

Segments11 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• KLR (Kahn Litwin)coreStrategic or Co-development Partner · 1 January 2024Sullivan Bille, PC has joined forces with KLR, a leading CPA and advisory firm with deep roots in the New England region. This partnership is built on shared values, dedication to personalized service, and commitment to helping clients achieve financial and business goals. Sullivan Bille clients gain access to an expanded network of professionals and broader range of services.

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Large global accounting network with a substantial Boston/New England office; competes head-to-head for mid-market audit, tax, transaction advisory, and digital transformation engagements.
• KLR (Kahn Litwin Renieri & Co.): The acquirer of Sullivan Bille in 2024; a top regional New England-based CPA and advisory firm offering the same core accounting, tax, advisory, and technology service lines (including Digital Transformation, Cyber, and CFO Advisory) that Sullivan Bille now sells under the KLR brand.
• CBIZ CPAs: National business advisory firm with accounting, tax, and advisory services targeting mid-market clients across similar verticals (healthcare, manufacturing, real estate, nonprofits) with a multi-channel marketing model.

Others

• RSM US: U.S. member of a global audit/advisory network focused on the middle market; competes for family-owned, PE-backed, and technology sector clients in New England with comparable service line breadth.

Direct peers

• Marcum LLP: Top-15 U.S. accounting and advisory firm with a strong Northeast presence and an overlapping mid-market service portfolio (audit, tax, advisory, technology, CFO services), directly competing for the same family-owned, healthcare, manufacturing, and PE-backed clients.
• DiCicco, Gulman & Company: Boston-based mid-sized CPA and advisory firm serving closely overlapping client segments (family-owned businesses, nonprofits, healthcare) in the same New England geography.
• BPM LLP: Mid-tier West Coast-headquartered CPA and advisory firm with a growing East Coast footprint; competes for similar family-owned, technology, life sciences, and VC/PE clients with comparable service breadth.
• Withum: Mid-tier national CPA and advisory firm with deep expertise in healthcare, life sciences, real estate, and technology — directly mirroring Sullivan Bille's stated vertical specializations, particularly in the Northeast.
• Pannell Kerr Forster (PKF O'Connor Davies): Northeast-based accounting and advisory firm offering tax, audit, advisory, and outsourced CFO services to middle-market clients across healthcare, real estate, nonprofit, and family business verticals — closely aligned with Sullivan Bille's positioning.

Regional players

• Anstiss & Co. New England-based CPA and business advisory firm offering audit, tax, and CFO advisory services to small and mid-sized businesses — a close comparable by size, geography, and service mix.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 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 Sullivan Bille PC