Kleespies, Horwitz & Associates

What Kleespies, Horwitz & Associates does

Kleespies, Horwitz & Associates, LLC was a private accounting and professional services firm operating in the regional CPA market. The firm delivered traditional accounting, tax, and advisory services to a client base that included business operators such as the executives at SurgeX International, indicating a commercial and entrepreneurial client mix rather than purely consumer-facing work. The firm operated on a relationship-based, professional services model — fees generated through engagements, recurring compliance work, and advisory mandates — with no publicly disclosed technology stack, proprietary platforms, or differentiated service-line innovations.

In 2026, Kleespies, Horwitz & Associates merged into RRBB (Rosenberg Rich Baker Berman, P.A.), a CPA platform with 60+ years of operating history and part of the Crete Professionals Alliance. The transaction was a consolidation move, joining similarly-sized firms Gail Rosen CPA PC and Offit & Roth P.A. into RRBB. Post-merger, the combined organization's service portfolio spans accounting, tax, audit, advisory, and payroll — including the Superior Payroll offering — positioning the merged entity as a multi-discipline regional professional services platform rather than a single-firm practice. The strategic intent of the merger was clearly scale and service breadth rather than technology disruption or new market entry.

Name

Kleespies, Horwitz & Associates

Legal name

Kleespies, Horwitz & Associates, LLC

Website

https://khacpas.com

Company type

Private

Founded year

1994

Operating status

Acquired

Headcount range

11–50 employees

Short description

Kleespies, Horwitz & Associates was a private regional accounting and tax advisory firm that served commercial clients and merged into RRBB (Rosenberg Rich Baker Berman, P.A.) in 2026 as part of a multi-firm consolidation into the Crete Professionals Alliance platform.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Accounting services
• Tax planning
• Audit assurance
• Business advisory
• Payroll processing

Headquarters

HQ city

Clark

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Core offering

Kleespies, Horwitz & Associates, LLC was a private accounting practice delivering tax, accounting, audit, and advisory services to businesses and individuals. Following integration into RRBB, the practice's clients gained access to a broader service portfolio including business tax planning and preparation, audit and assurance, client accounting and advisory, estate and trust tax, individual tax, international tax, IRS representation, M&A advisory, SEC/public company services, valuation and litigation support, and Superior Payroll processing.

Product overview

RRBB (Rosenberg Rich Baker Berman, P.A.) is a professional services firm offering a unified portfolio of accounting, tax, audit, and advisory services. Following the merger with Kleespies, Horwitz & Associates, LLC and Gail Rosen CPA PC, the firm provides expanded tax, accounting, advisory, and payroll services including Superior Payroll, LLC. The service offering includes: Audit + Assurance Services, Business Tax Planning + Preparation, Client Accounting + Advisory Services, Estate + Trust Tax, Individual Tax Planning + Preparation, International Tax, IRS Representation + Tax Problem Resolution, Mergers + Acquisitions, SEC + Public Company Services, Superior Payroll, and Valuation + Litigation Support. The portfolio operates as a full-service accounting firm rather than a modular software platform, delivering relationship-based services with the breadth of expertise and resources of a much larger firm.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit + Assurance Services Provides audit and assurance services to businesses, delivering audited financials and financial statement examinations.
• Business Tax Planning + Preparation Comprehensive business tax planning and preparation services to help businesses optimize tax strategies and ensure compliance.
• Client Accounting + Advisory Services Outsourced accounting functions and advisory services providing businesses with expert financial management support.
• Estate + Trust Tax Estate and trust tax planning and compliance services to help individuals and families preserve and transfer wealth.
• Individual Tax Planning + Preparation Personal tax planning and preparation services for individuals and families, including strategic tax planning.
• International Tax International tax services for businesses and individuals with cross-border operations or global tax obligations.
• IRS Representation + Tax Problem Resolution IRS representation and tax problem resolution services to help clients navigate audits, disputes, and tax debt issues.
• Mergers + Acquisitions M&A advisory services including due diligence, transaction support, and post-merger integration consulting.
• SEC + Public Company Services Specialized services for SEC-registered and publicly traded companies including audit and advisory support.
• Superior Payroll Comprehensive payroll processing and payroll-related advisory services for businesses, operated as a subsidiary service under the RRBB umbrella.
• Valuation + Litigation Support Business valuation services and litigation support for legal proceedings, disputes, and expert testimony.

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.

• RRBB (Rosenberg Rich Baker Berman)coreStrategic or Co-development PartnerKleespies, Horwitz & Associates, LLC joined RRBB as part of RRBB's growth strategy. RRBB is a CPA firm with over 60 years of experience delivering accounting, tax, audit, and advisory services. The acquisition brings together Kleespies, Horwitz & Associates' respected practice known for long-standing relationships and technical depth with RRBB's expanded platform.

Recent moves3 records

Expansion highlights3 records

Direct peers

• Citrin Cooperman: Mid-market CPA and advisory firm with a similar full-service offering (tax, audit, advisory, wealth management) targeting closely held businesses and high-net-worth individuals — comparable client base and service breadth to a regional practice like Kleespies.
• Withum: Top-30 U.S. CPA and advisory firm serving mid-market businesses across tax, audit, and advisory. Comparable in scale, service mix, and target client profile to the regional CPA firm Kleespies operated within.
• Eisner Advisory Group: Mid-market accounting and advisory firm offering tax, audit, business advisory, and specialty services. Comparable operating model and target clients to a mid-size regional CPA practice.
• Boulay Group: Regional mid-market CPA and advisory firm offering tax, audit, accounting, and advisory services. Comparable scale, service mix, and target client profile to a regional practice like Kleespies, Horwitz & Associates.

Broad incumbents

• KPMG US: Big 4 firm with U.S. tax, audit, and advisory practices serving mid-market and large clients. Overlaps with Kleespies' service areas at the larger end of the market.
• Baker Tilly US: Global advisory CPA firm with a strong U.S. mid-market practice in tax, audit, and consulting. Comparable full-service positioning to RRBB and its acquired firms.
• BDO USA: Major global accounting network with a U.S. mid-market practice spanning tax, audit, and advisory. Comparable in service breadth and target client segment.
• CohnReznick: Top accounting and advisory firm serving the middle market with tax, audit, advisory, and specialty services. Comparable service mix and target client profile.
• Marcum LLP: Top-15 U.S. accounting firm providing tax, audit, advisory, and consulting services to mid-market and high-net-worth clients. Overlapping service portfolio and similar client base to Kleespies' practice.
• RRBB (Rosenberg Rich Baker Berman): The CPA firm that acquired Kleespies, Horwitz & Associates. Offers a comparable full-service accounting, tax, audit, and advisory platform with 60+ years of history — directly comparable service mix and client profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 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 Kleespies, Horwitz & Associates