Baroldi Gundersen

What Baroldi Gundersen does

Baroldi Wood Mance LLP is a Southern Orange County-based CPA and professional advisory firm headquartered in Foothill Ranch, California. The firm operates as an LLP and offers a broad suite of services including tax planning and preparation, financial services, estate and trust administration, M&A due diligence, business valuations, and accounting and business advisory work. Its target clients are privately-held businesses, nonprofit organisations, and high-net-worth individuals, particularly family-owned enterprises. The firm markets deep specialisation across more than ten industry verticals — Manufacturing & Distribution, Retail, Real Estate, Technology, Aerospace & Defense, Government Contractors, Professional Services, Medical Practices, Family Owned Businesses, Employee Benefit Plans, and Non-Profits — with messaging that positions its staff as veterans of those industries.

The firm was previously known as Baroldi and Associates CPAs and has rebranded to Baroldi Wood Mance LLP, reflecting a multi-partner, multi-discipline platform structure. Through its subsidiary Baroldi Wood Mance Financial Advisors, LLC (a Registered Investment Advisor), the firm extends beyond traditional CPA services into wealth and investment advisory, creating an integrated tax-plus-wealth offering for its client base. Service revenue mechanics follow standard professional-services pricing: project-based engagements, recurring compliance and advisory retainers, and transaction-fee-based M&A diligence and valuation work. Pricing is described as custom/quoted rather than published, consistent with bespoke advisory engagements.

The firm competes as a regional mid-market player in the highly fragmented US accounting industry, differentiated primarily by vertical specialisation, partner relationships, and local reputation rather than technology, scale, or product breadth. Its competitive position is constrained by a single-office operating footprint (Southern Orange County) and a partnership-led service model that limits geographic scalability without inorganic moves.

Name

Baroldi Gundersen

Legal name

Baroldi Wood Mance LLP

Website

https://bg-cpas.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Baroldi Wood Mance LLP is a Southern Orange County-based CPA and advisory firm serving privately-held businesses, nonprofits, and high-net-worth individuals across tax, audit, M&A diligence, valuations, and wealth advisory through its RIA subsidiary.

Ownership category

akta.pro rank

Headquarters

HQ city

Foothill Ranch

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 Services Revenue: Revenue generated from providing accounting, consulting, financial services, and taxation services to privately-held companies, nonprofit organizations, and wealthy individuals. Services include Tax Planning & Preparation, Financial Services, Estate & Trust, Merger & Acquisition Due Diligence, Business Valuations, and Accounting & Business Advisory.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Baroldi Gundersen (operating through Baroldi Wood Mance LLP) is a full-service CPA firm providing tax planning and preparation, financial services, estate and trust planning, merger and acquisition due diligence, certified business valuations, and accounting and business advisory services. The firm serves privately-held companies, nonprofit organizations, and high net-worth individuals across multiple industry verticals including manufacturing and distribution, retail, real estate and construction, technology, aerospace and defense, government contractors, professional services, family-owned businesses, employee benefit plans, medical practices, and non-profits from its Foothill Ranch, California headquarters.

Product overview

Baroldi Wood Mance LLP is a full-service CPA firm offering a unified portfolio of professional services centered around accounting, consulting, financial services, and taxation. The core service offerings include Tax Planning & Preparation, Financial Services, Estate & Trust, Merger & Acquisition Due Diligence, Business Valuations, and Accounting & Business Advisory. These services are complemented by specialized industry practices serving Manufacturing & Distribution, Retail & Consumer Products, Real Estate & Construction, Technology, Aerospace & Defense, Government Contractors, Professional Services, Family Owned Businesses, Employee Benefit Plans, and Non-Profit Organizations. The firm positions itself as an alternative to national public accounting firms, delivering personalized attention with partner and manager-level involvement on client engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Comprehensive tax planning and preparation services including federal, state, and local tax filings, international tax planning, partnership taxation, and representation with taxing authorities for privately-held companies, nonprofits, and high net-worth individuals.
• Financial Services Full-range financial solutions for high net-worth individuals, families, and companies including business planning, retirement planning, and charitable planning.
• Estate & Trust Wealth protection and estate transfer planning services including strategies to maximize estate transfer, business succession planning, and trust accounting and taxation.
• Merger & Acquisition Due Diligence Tax and accounting structuring advice and financial due diligence services for middle-market private equity investors and corporate clients in acquisition or sale transactions.
• Business Valuations Certified business valuation services using accepted valuation methodologies for buy-sell negotiations, succession planning, estate and gift tax purposes, and litigation support.
• Accounting & Business Advisory Comprehensive accounting and business advisory services including monthly bookkeeping, cost-reduction strategies, accounting software implementation, budgeting and forecasting, and general business consulting.
• Manufacturing & Distribution Industry Services Specialized tax, accounting, and business advisory services for manufacturing and distribution companies including R&D tax credit studies and cost segregation studies.
• Retail & Consumer Products Industry Services Tax and consulting services for retail and consumer product companies including hiring incentives, R&D tax services, and e-commerce assessments.
• Real Estate & Construction Industry Services Specialized services for real estate owners, developers, managers, REITs, and private equity funds including Section 1031 exchanges, cost segregation analysis, and acquisition due diligence.
• Technology Industry Services Tax, accounting, and consulting services for technology companies from startups through middle-market, including transaction advisory and business acquisition services.
• Aerospace & Defense Industry Services Tax, assurance, and consulting services for aerospace and defense companies including R&D tax credits and merger and acquisition support.
• Government Contractors Industry Services Comprehensive services for government contractors working with agencies including DoD, NASA, DOT, and DOE, including DCAA audit support and indirect rate structure analysis.
• Professional Services Industry Consulting Financial and business analysis services for professional service organizations including law firms, engineering firms, and consulting services.
• Family Owned Businesses Services Comprehensive services for family-owned businesses including business formation, succession planning, retirement planning, and estate planning.
• Employee Benefit Plans Services ERISA advisory services including employee benefit plan accounting, tax services, plan design analysis, and compliance evaluation.
• Non-Profit Organizations Services Specialized services for non-profit organizations including tax planning, donor-advised fund planning, strategic planning, and internal control consulting.

Quantifiable outcome

• Many new clients are surprised at how much the firm can reduce their personal and business income taxes

Segments8 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Major national accounting and advisory firm with significant Southern California operations. Comparable in offering tax, audit, M&A, and advisory services, but at national scale with greater specialty depth.
• Marcum LLP: Top-10 national accounting firm with strong presence in private equity, HNW, and middle-market advisory. Comparable service set (tax, advisory, valuation, M&A), though at substantially larger scale than a regional CPA.
• EisnerAmper: National full-service accounting and advisory firm serving HNW individuals, private businesses, and nonprofits. Comparable in client mix and service portfolio, but with national footprint and broader specialty resources.
• Withum: Top-30 U.S. accounting and advisory firm with deep middle-market and HNW practice. Comparable in serving privately-held businesses across multiple industry verticals, though at larger multi-regional scale.
• CLA (CliftonLarsonAllen): Top-10 U.S. accounting firm with a strong Southern California presence. Comparable as a full-service CPA serving privately-held and middle-market clients, but at significantly larger national scale with broader geographic reach.

Direct peers

• Haskell & White LLP: Mid-sized regional CPA firm in Southern California providing tax, audit, advisory, and wealth management services to privately-held companies and high-net-worth individuals. Comparable in scale, geography, and service portfolio.
• Miller Kaplan Arase LLP: Mid-sized CPA firm based in Southern California providing accounting, tax, advisory, and business valuation services. Comparable in service breadth, mid-market client focus, and regional CPA model.
• Gumbiner Savett & Co. Los Angeles-based CPA firm serving privately-held businesses, nonprofits, and HNW clients with tax, audit, and business advisory services. Directly comparable in clientele, service offering, and Southern California focus.
• Windes & McClary Accountancy Corporation (Windes): Southern California-based full-service CPA firm offering tax, audit, advisory, estate, and wealth services. Closely comparable in service mix, client base (privately-held businesses and HNW individuals), and regional mid-market positioning.
• Holthouse Carlin & Van Trigt (HCVT): Large regional CPA and business advisory firm headquartered in Southern California. Directly comparable as a full-service CPA practice serving privately-held companies, HNW individuals, and middle-market clients across multiple industry verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/vbaroldi
• Facebookfacebook.com/Baroldi-and-Associates-CPAs-157744407591419
• LinkedInlinkedin.com/company/baroldi-gundersen-llp

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 Baroldi Gundersen