WEINBERG & CO.

What WEINBERG & CO. does

Weinberg & Co. is a privately-held CPA firm operating as Weinberg & Co WPB, LLC, founded approximately in 1988 and headquartered in West Palm Beach, Florida. The firm delivers a full-service suite of professional accounting offerings including business management, tax preparation and planning, bookkeeping, financial reviews and compilations, audit services, private client services (estate planning, trust management, asset acquisition, wealth transfer, succession and retirement planning), and services for privately held companies. Its core technology stack consists of standard professional accounting and tax preparation software such as QuickBooks and general ledger programs, with no proprietary platform or AI-driven tooling disclosed.

The firm operates from physical offices in West Palm Beach, Boca Raton, and Los Angeles, while serving clients in 36 U.S. states and 12 countries. It holds PCAOB and CPAB registrations, authorizing it to audit SEC-registered public companies and Canadian reporting issuers — credentials held by a limited subset of mid-sized firms. It is a member of the AICPA, the Florida Institute of CPAs, and the London-based Morison KSi global association, which provides access to 160 member firms across 86 countries for cross-border engagements. The firm is led by Bruce Weinberg, Partner in Charge of the Florida Region.

Weinberg & Co. generates revenue exclusively through fee-for-service professional engagements — there are no subscription, usage-based, or productized revenue streams disclosed. Pricing is negotiated per engagement, with a free initial consultation offered as the primary conversion mechanism. Customer acquisition relies on a sales-led GTM built on organic SEO, location-specific landing pages, social media presence on Facebook, LinkedIn, Twitter, and Yelp, Google reviews, and community-based referrals. Customer segments are horizontally distributed across middle-market privately held businesses, family-owned firms, high-net-worth individuals and family offices, and micro and small-cap public companies, with no anchor-client concentration evident.

Name

WEINBERG & CO.

Legal name

Weinberg & Co WPB, LLC

Website

https://weinbergwpb.com

Company type

Private

Founded year

1988

Operating status

Operating

Short description

Weinberg & Co. is a privately-held CPA firm headquartered in West Palm Beach, FL, delivering accounting, tax, audit, bookkeeping, and private client services to middle-market businesses, family offices, high-net-worth individuals, and micro/small-cap public companies across 36 U.S. states and 12 countries.

Ownership category

akta.pro rank

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Weinberg & Co. generates revenue through professional services billing for accounting, tax preparation, bookkeeping, estate planning, business management, and financial review/compilation services. The firm operates as a traditional CPA firm with fee-for-service engagements. No subscription, usage-based, or freemium models are described.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Weinberg & Co. is a full-service CPA firm delivering traditional accounting, tax, and financial services. Core offerings include tax preparation and planning, bookkeeping, business management, financial reviews and compilations, and private client services such as estate planning, trust management, and wealth transfer planning for high net worth individuals.

Product overview

Weinberg & Co. is a full-service CPA firm offering a comprehensive suite of accounting and financial services. The firm operates as a single integrated practice with multiple specialized service lines including Business Management, Private Client Services, Services for Privately Held Companies, Tax Preparation, Bookkeeping, and Reviews & Compilations. These services work together to provide clients with end-to-end financial support from day-to-day bookkeeping to strategic tax planning and estate management.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Management Professional business bookkeeping, tax management, wealth planning, and related business accounting services for company owners and operators.
• Private Client Services Trust management, estate planning, and asset acquisition services for high net worth individuals and families.
• Services for Privately Held Companies Specialized accounting services tailored to the unique needs of privately held businesses, including middle-market and family-owned firms.
• Tax Preparation Tax preparation and tax planning services for individuals and businesses in and around West Palm Beach, FL.
• Bookkeeping Meticulous recording and tracking of financial transactions to maintain organized and up-to-date financial records for businesses.
• Reviews & Compilations Financial review and compilation services conducted by skilled and certified accountants, including audit services for public and private companies.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Morison KSicoreStrategic or Co-development PartnerWeinberg & Co. is a member of the London-based Morison KSi global association, which comprises 160 member firms in 375 offices across 86 countries. This membership enables Weinberg & Co. to serve international cross-border accounting, auditing, tax, and consulting needs of its clients. The firm leverages Morison KSi's global network to provide capabilities that a typical regional CPA firm cannot offer alone.
• AICPA (American Institute of Certified Public Accountants)coreOthersWeinberg & Co. is part of the AICPA (American Institute of CPAs) and the Public Company Accounting Oversight Board (PCAOB). The firm is also a Member of the American Institute of CPAs and a Member of the Florida Institute of CPAs. PCAOB registration enables the firm to audit publicly traded companies.

Scale indicators3 records

Recent moves6 records

Expansion highlights2 records

Broad incumbents

• RSM US: Largest mid-market-focused global CPA firm (top 5 in U.S.), serving the same middle-market, public-company, and HNW segments as Weinberg but at materially larger scale with a national footprint.
• BDO USA: Top-5 global accounting firm with a strong U.S. middle-market and public-company practice. Overlaps with Weinberg's client mix at greater scale and broader geographic reach; represents the upper bound of competitive positioning.

Direct peers

• Marks Paneth: Mid-market CPA and advisory firm with strong HNW/family office and closely held business practice. Directly comparable to Weinberg in client segmentation and full-service mid-market/wealth advisory offerings.
• Eisner Amper: PCAOB-registered top-30 CPA firm with strong high-net-worth and family office practice, plus middle-market business services. Comparable to Weinberg in client segmentation and PCAOB-registered audit capability, with broader geographic reach.
• Anchin, Block & Anchin: Mid-market CPA firm serving privately held businesses, family offices, and high-net-worth individuals with tax, audit, and advisory services. Comparable in client mix, particularly closely held businesses and HNW/family office segments.
• Cherry Bekaert: Top-25 U.S. CPA and advisory firm serving middle-market privately held businesses, HNW individuals, and public companies. Closely comparable to Weinberg in client mix (mid-market, HNW, public), PCAOB registration, and Big 4-alternative positioning, though at larger scale.
• Marcum LLP: Top-20 U.S. accounting firm with PCAOB registration, strong HNW/family office practice, and significant middle-market presence. Directly comparable to Weinberg across all major service lines (audit, tax, private client) and a clear mid-market CPA peer.
• Citrin Cooperman: Mid-market-focused CPA firm serving closely held businesses, family offices, and HNW individuals with tax, audit, and advisory services. Directly comparable in client mix and mid-market positioning.
• Withum: PCAOB-registered top-50 CPA firm serving middle-market businesses, public companies, and HNW clients. Comparable to Weinberg across core service lines with a similar mid-market Big 4-alternative market position.

Others

• Morison Global: Parent international accounting association of which Weinberg is a Morison KSi member. Not a competitor but an ecosystem peer enabling Weinberg's international reach; comparable firms are peer Morison KSi member firms operating in other geographies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/WeinbergFlorida
• Facebookfacebook.com/WeinbergCoWpbLlc
• LinkedInlinkedin.com/public-profile/in/bruce-weinberg-cpa-68347010?challengeId=AQFUAQh5_HA5hQAAAXdKMK2b2AQEIKZU4PMbotNqt9KFbCJMwne_Qy23dxmByLhh8A5_mK-Z5PgwtqmUQSbGqpSRsYFKXDI_TQ&submissionId=87fa1635-cd77-5e16-23cb-092c3274fe62

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 WEINBERG & CO.