Chiampou Travis Besaw and Kershner

Name

Chiampou Travis Besaw and Kershner

Legal name

CTBK

Website

https://ctbk.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Public Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF), Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)

Keywords

• Public accounting services
• Tax planning compliance
• Audit assurance services
• Business advisory consulting
• Fractional CFO services

Headquarters

HQ city

Amherst

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, Others

Revenue model

1. Accounting and Attest Services: Traditional accounting and audit/attest services for closely-held and family-owned businesses, including financial statement preparation and assurance services.
2. Tax Planning and Compliance: Corporate and individual tax filing, planning, and strategic tax advisory services for businesses and high net worth individuals.
3. Advisory Services: Comprehensive advisory offerings including cfoSOLUTIONSplus (fractional CFO), technology and security solutions, strategic solutions, litigation support, forensic accounting, business valuation, M&A advisory, and exit planning services.
4. Outsourced Accounting Services: Outsourced accounting team providing bookkeeping, write-up services, and temporary or permanent accounting function coverage for lower-middle market clients.
5. R&D Tax Credit Services: Research and Development tax credit identification, documentation, and filing services for businesses across various industries.
6. Cost Segregation Studies: Engineering-based property depreciation analysis to accelerate tax deductions for property owners.
7. Cross-Border Tax Services: International tax compliance, reporting, and planning services for individuals and businesses with cross-border obligations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

CTBK provides accounting, assurance (audit/attest), and advisory services to closely-held businesses, family-owned enterprises, nonprofits, and high net worth individuals. Core offerings span corporate and individual tax planning and compliance, financial statement audit and assurance, fractional CFO services (cfoSOLUTIONSplus), fractional CIO technology and security solutions, outsourced accounting, business valuation, M&A advisory, exit planning, litigation support, and forensic accounting. The firm delivers these services through a one-team, multidisciplinary model that combines specialists across disciplines under a single client relationship.

Product overview

CTBK is an accounting, assurance, and advisory firm offering a comprehensive suite of professional services for closely-held and family-owned enterprises. The firm's services are organized around three core pillars: Tax Services (corporate and individual tax planning, R&D tax credits, cost segregation, cross-border tax), Attest Services (audit and assurance), and Advisory Services. The advisory portfolio includes cfoSOLUTIONSplus (fractional CFO), Technology and Security Solutions (fractional CIO), Strategic Solutions, Exit Planning, Mergers and Acquisitions, Business Valuation, Litigation Support, Forensic Accounting and Fraud Examination, and Outsource Accounting Services. Client-facing platforms include SafeSend for secure tax return delivery and Suralink for document exchange during attest engagements.

Differentiator

Problem solved

Functional benefit

Brands

• cfoSOLUTIONSplus: Outsourced fractional CFO services providing small-business owners with chief financial officer capabilities without full-time executive salary costs.
• TaxCaddy

Products and services

• Tax Services

Named customers1 record

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• Landmark Wealth ManagementcoreStrategic or Co-development PartnerLandmark Wealth Management is an SEC-registered investment advisor (RIA) firm affiliated with CTBK for comprehensive financial solutions. CTBK refers clients for wealth management services including Investment Consulting, Retirement Planning, and Tax, Estate and Generational Wealth Planning. The partnership enables CTBK to offer holistic financial advisory services to high net worth clients.

Scale indicators3 records

Recent moves5 records

Direct peers

• Marks Paneth: New York-based accounting and advisory firm serving closely-held businesses, HNW individuals, real estate, and nonprofit clients with tax, attest, and advisory services; comparable regional peer with similar vertical mix.
• WithumSmith+Brown: Top-30 U.S. accounting and advisory firm with a strong mid-market practice offering tax, audit, outsourced CFO, technology, and transaction advisory; a comparable peer operating at the next tier up in scale.
• The Bonadio Group: New York-based CPA and advisory firm of comparable mid-market size, offering audit, tax, outsourced accounting, and advisory services to closely-held businesses; one of the most direct regional analogs to CTBK in scale and service mix.
• PKF O'Connor Davies: Mid-size Northeast accounting and advisory firm with comparable service lines including attest, tax, business valuation, and outsourced CFO services to closely-held businesses and high-net-worth clients.
• Sax LLP: Mid-sized accounting and advisory firm serving closely-held businesses, family offices, and nonprofits with tax, audit, and advisory services; comparable in size, clientele, and integrated service model.
• Bonadio & Co. Upstate New York-based CPA and advisory firm with similar mid-market positioning, full-service offerings (tax, audit, advisory), and closely-held business focus; closely comparable in size, geography, and service mix.
• Lumsden McCormick: Buffalo, NY-based CPA and advisory firm serving Western New York businesses and individuals with audit, tax, and advisory services; directly comparable as a regional peer operating in CTBK's home geography.

Broad incumbents

• BDO USA: Major U.S. accounting and advisory firm with mid-market focus; competes for the same closely-held and family-owned business clients as CTBK, though at significantly larger scale and with broader geographic reach.
• Eide Bailly: Top-25 U.S. accounting and advisory firm serving mid-market businesses with tax, audit, and advisory services; comparable in client profile and service breadth though operating at greater scale.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm specializing in mid-market clients with broad advisory, tax, and audit capabilities; a scaled incumbent operating at the higher end of CTBK's competitive set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC5T3S6ncGAh6Q3TZVd5uojA
• Facebookfacebook.com/192625575719
• LinkedInlinkedin.com/company/ctbk45
• Instagraminstagram.com/ctbk45
• Xx.com/chiampou

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chiampou Travis Besaw and Kershner