Pittman & Brooks

What Pittman & Brooks does

Pittman & Brooks is a private Certified Public Accounting firm headquartered in the Portland, Oregon metropolitan area, operating continuously since 1985 (40 years as of 2025). The firm employs between 11 and 50 professionals, with 20+ named on its public website, and is structured as a professional corporation under shareholder governance.

The firm provides tax planning and preparation, financial statement preparation, business financing advisory, estate and retirement planning, M&A advisory, shareholder agreement work, financial forecasting, QuickBooks training, and general business consulting. Its client base consists primarily of small and mid-sized businesses across multiple industries — including franchise restaurants, architecture, motorsports, interior design, landscape services, and restaurants — together with high-net-worth individuals on the personal tax and estate planning side. Client acquisition is described as referral-driven through community reputation, and several named client relationships exceed 20 years.

The firm's commercial model is fee-for-service professional engagement, billed against tax compliance, advisory mandates, and ongoing consulting work. Since 2023 it has been a member of the Eide Bailly Alliance, a national Top-25 CPA network, which it uses to extend its service surface (e.g., M&A and specialty advisory) while remaining locally independent. Leadership transitioned in 2021 with the appointment of Nina Martin as Managing Shareholder. The firm has appeared on Oregon's 100 Best Places to Work for 19 or more consecutive years, indicating consistent internal retention and culture. No public revenue, funding, or AI/technology disclosures are available.

Name

Pittman & Brooks

Legal name

Pittman & Brooks, PC

Website

https://pittmanbrooks.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Pittman & Brooks is a Portland, Oregon CPA firm founded in 1985 that provides tax, advisory, and business consulting services to small and mid-sized businesses and high-net-worth individuals across multiple industries, with 20+ professionals and Eide Bailly Alliance membership.

Ownership category

akta.pro rank

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Full-service CPA firm providing tax planning and preparation, financial statement preparation, business consulting, estate planning, retirement planning, and business financing advisory services. Revenue generated through professional service fees for accounting, tax, and advisory engagements with businesses and individuals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Pittman & Brooks is a Portland-based CPA firm delivering tax planning and return preparation, financial statement preparation, business financing advisory, estate planning, retirement planning, mergers and acquisitions advisory, financial forecasting, shareholder and partnership agreement advisory, and general business consulting. The firm serves primarily small to medium-sized businesses and high-net-worth individuals across the Pacific Northwest, with engagement-based professional service fees and QuickBooks training as a complementary offering.

Product overview

Pittman & Brooks is a CPA and accounting firm offering a comprehensive suite of professional services primarily for businesses and families in the Portland, Oregon area. The firm's core service portfolio centers on tax planning and return preparation, financial statement services, business financing, estate planning, retirement planning, mergers and acquisitions, financial forecasting, shareholder agreements, and business consulting. The firm also provides specialized training services for QuickBooks software and offers complimentary conference room facilities for client use. All services are delivered through a team-based approach with dedicated CPAs who act as business partners invested in client success.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Return Preparation Tax planning and return preparation services for individuals and businesses, focused on minimizing tax liability, maximizing advantages, and avoiding surprises.
• Financial Statements
• Business Financing
• Estate Planning
• Retirement Planning
• Mergers & Acquisitions
• Financial Forecasting
• Shareholder & Partnership Agreements
• Business Consulting
• QuickBooks & Accountant Training

Quantifiable outcome

• 40 years of continuous operation since 1985
• +2 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Summit BankminorGTM or Marketing Partner · 1 February 2026Summit Bank co-hosted a happy hour event with Pittman & Brooks at the Portland Art Museum's Coquelico cafe. The partnership represents joint community engagement and cross-promotion between professional services firms.
• Eide Bailly AlliancecoreStrategic or Co-development Partner · 1 January 2023Through their membership in the Eide Bailly Alliance since 2023, Pittman & Brooks taps into a wealth of knowledge and resources that benefit clients and further educate staff. This alliance provides access to national-level expertise and best practices while maintaining the firm's local identity and personalized service approach.
• Shred NorthwestminorGTM or Marketing PartnerShred Northwest partners with Pittman & Brooks for the annual Shred It Event, providing secure document shredding services for clients. This community-focused partnership enables the firm to offer additional value to clients while supporting local business.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Aldrich CPAs + Advisors: Portland-headquartered CPA and advisory firm serving SMBs and individuals with tax, accounting, and business advisory services. Closely comparable in service mix, client profile (small/medium businesses and families), and Pacific Northwest geographic focus.
• Kernutt Stokes: Oregon-based CPA and advisory firm providing tax, audit, and business consulting to SMBs and individuals. Comparable in size, service offering, and regional positioning to Pittman & Brooks.
• Delap LLP: Portland-area CPA firm providing accounting, tax, and business advisory services to privately held companies and individuals. Comparable in regional footprint, client profile, and full-service professional offerings.
• Talbot, Korvola & Warwick (TKW): Portland-based CPA firm serving closely held businesses and individuals with tax, accounting, and consulting services. Comparable in boutique scale, service mix, and Pacific Northwest market focus.
• Perkins & Co: Portland-based CPA firm with a strong focus on privately held businesses, professional services firms, and nonprofit organizations. Comparable in size, client base, and Pacific Northwest regional focus.
• Geffen Mesher: Portland-based accounting and business advisory firm serving privately held businesses and individuals. Directly comparable in client segment (privately held SMBs), service portfolio, and Portland market overlap.

Broad incumbents

• Moss Adams: One of the largest accounting and business advisory firms in the Pacific Northwest, headquartered in Seattle with a major Portland presence. Comparable because it serves the same SMB-to-mid-market segment in Portland and competes for the same professional talent pool, though at materially larger scale.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving SMBs and mid-market clients with tax, advisory, and wealth management services. Comparable in targeting privately held businesses and offering full-suite professional services, though at materially larger national scale.
• BDO USA: Top-5 global accounting network with a Portland presence serving mid-market companies. Comparable in serving the same SMB/mid-market tax and advisory client base in Portland, though at substantially larger scale and with broader international capabilities.
• Eide Bailly: Top-25 U.S. accounting firm and the anchor of the Eide Bailly Alliance of which Pittman & Brooks is a member. Comparable because it provides the same tax, audit, and advisory services at national scale and shares clients/resources with Pittman & Brooks through the alliance.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/pittman-&-brooks-p-c-

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Pittman & Brooks