Gelman, Rosenberg & Freedman, CPAs

What Gelman, Rosenberg & Freedman, CPAs does

Gelman, Rosenberg & Freedman, CPAs (dba GRF CPAs & Advisors) is an independent, partnership-structured public accounting firm founded in 1981 and headquartered in Bethesda, Maryland. The firm delivers five core service lines: Audit & Assurance (including SOC 2 and compliance audits), Tax Planning & Preparation (individual, business, nonprofit, international), Outsourced Accounting Services, Risk & Advisory Services (cybersecurity, ERM, ESG, fraud risk, government contractor compliance, internal audit, valuation), and Accounting Technology Services. Its primary verticals are nonprofit organizations and government contractors concentrated in the Washington DC metropolitan region, with additional engagements across privately held businesses, trade and professional associations, and high-net-worth individuals. The firm reports that its tax professionals serve more than 900 nonprofit organizations, and it is consistently recognized on Inside Public Accounting's Top 200 list and the Washington Business Journal's Top 25 DC metro accounting firms ranking.

Revenue is generated through quote-based, multi-year professional services engagements priced by scope, complexity, and client size; Form 990 preparation fees start at approximately $4,000. Go-to-market is relationship-driven via direct partner outreach, referrals, industry conferences (AICPA, GWSCPA, ASAE, ACFE, IIA), and a content marketing engine spanning webinars, publications, and social channels. GRF is a Sage Intacct partner for nonprofit cloud ERP implementation and integrates with Acumatica, QuickBooks, Great Plains, Bill.com, DATABASICS, and Salesforce. The firm is a member of CPAmerica (78 US firms, 4,000+ professionals) and through it the Crowe Global network (200+ firms in 130+ countries), enabling cross-border engagements without standalone geographic expansion. Leadership includes President and Managing Partner Jackie Cardello and a roster of partners and principals with stacked credentials (CPA, CFE, CIA, CITP, CISA, J.D., ABV) and active roles on AICPA and GWSCPA technical panels.

Name

Gelman, Rosenberg & Freedman, CPAs

Legal name

GRF CPAs & Advisors

Website

https://grfcpa.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

101–250 employees

Short description

GRF CPAs & Advisors is an independent Bethesda-based accounting firm providing audit, tax, outsourced accounting, risk advisory, and accounting technology services primarily to nonprofit organizations and government contractors across the Washington DC metro region, with reach extended internationally through CPAmerica and Crowe Global.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Finance Services (6199)

akta.pro primary industry

Compliance Technology, GRC Platforms & Controls Automation Advisory (BPAHAFAO)

akta.pro secondary industries

Audit Management (HDADAIAF), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Audit assurance services
• Tax planning preparation
• Outsourced accounting services
• Nonprofit accounting services
• Government contractor accounting

Headquarters

HQ city

Bethesda

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit & Assurance Services: Assurance services to nonprofits and for-profit businesses including government contractors. Covers audit services, reviews & compilations, compliance audits, employee benefit plan audits, and SOC 2 audit services.
2. Tax Planning & Preparation: Tax services for individuals, businesses, nonprofits, and international contractors. Includes tax planning, compliance, and advisory services.
3. Outsourced Accounting Services: Expert financial resources and outsourced accounting and advisory services to support all client accounting needs, including technology-enabled solutions.
4. Risk & Advisory Services: Strategic risk management services including cybersecurity & privacy risk, enterprise risk management, ESG, fraud risk management, government contractor compliance, internal audit, and valuation services.
5. Accounting Technology Services: Customized technology solutions including Sage Intacct implementation and ongoing support for growing organizations.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

GRF is a full-service CPA firm providing audit and assurance, tax planning and preparation, outsourced accounting, risk and advisory, and accounting technology services. The firm specializes in serving nonprofit organizations, government contractors, trade and professional associations, and small-to-mid-market for-profit businesses across the Washington, DC metropolitan region. It also implements and supports Sage Intacct cloud ERP for nonprofit clients.

Product overview

GRF CPAs & Advisors is a full-service professional services firm providing audit and assurance, tax planning & preparation, outsourced accounting services, risk & advisory services, and accounting technology services. The core service portfolio is delivered through five main offerings: Audit & Assurance Services (including SOC 2 audits), Tax Planning & Preparation, Outsourced Accounting Services, Risk & Advisory Services (covering cybersecurity, ESG, fraud risk, and more), and Accounting Technology Services. The Accounting Technology Services practice specializes in implementing and integrating Sage Intacct—the first and only cloud financial management solution endorsed by the AICPA—tailored for nonprofit fund accounting, grant reporting, and board reporting needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance Services Assurance services for nonprofits and for-profit businesses, including government contractors. Covers audit services, reviews and compilations, compliance audits, employee benefit plan audits, and SOC 1 and SOC 2 audit services.
• Tax Planning & Preparation Tax strategy, compliance, and preparation services covering individual tax, business tax, nonprofit tax, and international tax for clients.
• Outsourced Accounting Services Expert financial resources and outsourced accounting and advisory services to support the accounting needs of growing organizations, including technology-enabled solutions.
• Risk & Advisory Services Strategic risk management services including cybersecurity and privacy risk, enterprise risk management, ESG, fraud risk management, government contractor compliance, nonprofit consulting, internal audit, strategic planning, board governance assessments, system assessments, and valuation.
• Accounting Technology Services Customized technology solutions for growing organizations, including cloud ERP implementation, configuration, integration, and ongoing support. Specializes in Sage Intacct, the AICPA-endorsed cloud financial management solution.

Quantifiable outcome

• Serves 900+ nonprofit organizations with tax compliance services
• +2 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability3 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• CPAmerica, Inc.coreStrategic or Co-development PartnerGRF is a member of CPAmerica, Inc., one of the largest associations of CPA firms in the United States. Membership provides clients access to expertise and resources of more than 4,000 accounting and advisory professionals at 78 member firms throughout the country.
• Crowe GlobalcoreStrategic or Co-development PartnerAs a CPAmerica member, GRF provides clients access to Crowe Global, the eighth largest accounting network globally with over 200 independent firms in more than 130 countries.
• Sage IntacctcoreTechnology or IntegrationGRF is a Sage Intacct partner providing implementation, configuration, integration, and ongoing support for nonprofit clients. Sage Intacct is the first and only cloud financial management solution endorsed by the AICPA. GRF's Accounting Technology Services team specializes in Sage Intacct implementations tailored for nonprofit fund accounting and grant reporting.
• Tri-Merit Specialty Tax ProfessionalsminorStrategic or Co-development PartnerGRF partners with Tri-Merit for clean energy tax credit webinars and expertise, providing clients with specialized knowledge on renewable energy tax incentives under the Inflation Reduction Act for nonprofit organizations.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Others

• Sage Intacct: The AICPA-endorsed cloud ERP platform on which GRF's Accounting Technology Services practice is built. While not a direct competitor, Sage Intacct's product direction and partner economics materially shape GRF's technology-enabled revenue stream.

Direct peers

• Eide Bailly: Top 20 U.S. CPA and business advisory firm with strong nonprofit, government, and technology practices including outsourced accounting services. Comparable integrated service portfolio and mid-market focus to GRF.
• Grassi & Co. Mid-tier CPA and advisory firm serving nonprofits, government contractors, and closely held businesses with audit, tax, outsourced accounting, and advisory services. Similar size band and integrated service model with comparable vertical specialization.
• Tate & Tryon: Washington DC-based CPA firm focused on nonprofit organizations, associations, and government entities. Highly comparable in vertical specialization (nonprofit tax, audit, outsourced accounting) and regional positioning to GRF's core practice.
• Councilor, Buchanan & Mitchell (CB&M): Bethesda, MD-based mid-tier CPA firm serving nonprofits, government contractors, and private businesses in the DC metro area. Closest direct local competitor with overlapping verticals, similar size band, and comparable service mix in audit, tax, and advisory.
• Withum Smith+Brown: Top 25 U.S. CPA firm offering audit, tax, advisory, and outsourced accounting with significant nonprofit and government contractor practices. Closely mirrors GRF's integrated service model and niche vertical strategy at slightly larger scale.
• Aprio: Top 50 U.S. CPA-led business advisory firm with strong nonprofit and government contractor practices alongside outsourced accounting and advisory services. Directly comparable growth-oriented mid-tier CPA model.
• Cherry Bekaert: Top 25 U.S. CPA and advisory firm with strong government contractor and nonprofit practices. Directly comparable in service breadth (audit, tax, advisory, technology) and target client mix, though larger in scale and national in footprint.

Broad incumbents

• BDO USA: Top 10 global accounting network's U.S. member firm offering audit, tax, advisory, and outsourced services to nonprofits, government contractors, and mid-market clients. Represents the larger incumbent tier competing with GRF for growing mid-market engagements.
• Crowe LLP: Top 10 U.S. CPA firm and a core member of the Crowe Global network alongside GRF's CPAmerica affiliation. Provides audit, tax, advisory, and risk consulting to nonprofits, government contractors, and mid-market companies at significantly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/grfcpas
• Facebookfacebook.com/grfcpas
• LinkedInlinkedin.com/company/grf-cpas-and-advisors
• Instagraminstagram.com/grfcpas

Compliance2 records

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 Gelman, Rosenberg & Freedman, CPAs