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HLB Berman Fisher

Full company profile

uuid002h52o

Namestring
HLB Berman Fisher
Legal namestring
HLB Berman Fisher
Company typeenum
Private
Founded yearint
2011
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersGrand Cayman, Cayman Islands
HQ citystring
Grand Cayman
HQ countrystring
Cayman Islands
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
audit services, accounting services, bookkeeping services, business advisory, financial consulting
Industry2 codes
1Audit & Assurance Services
CodeBPAHABAAPrimaryYes
2Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)
CodeBPAHABAFPrimaryNo
NAICS code1 code
  • Offices of Certified Public Accountants541211
SIC code1 code
  • Services-Engineering, Accounting, Research, Management8700
Product category
Accounting & Auditing Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model5 records
1Audit Services
TypeProfessional Services
Description

Audit and assurance services for investment funds, captive insurance companies, strata corporations, and local Cayman businesses. Revenue generated through engagement-based fees.

bermanfisher.com
2Bookkeeping and Accounting Services
TypeProfessional Services
Description

Full-service bookkeeping including accounts receivables/payables, bank reconciliations, payroll, monthly journals, and management accounts.

bermanfisher.com
3Finance and Reporting Outsourcing
TypeManaged Services
Description

Outsourced finance and accounting functions including bookkeeping, bank reconciliation, and payroll services delivered by professional accounting staff.

bermanfisher.com
4Advisory Services
TypeProfessional Services
Description

Business valuation, operational restructuring, strategy consulting, and financial advisory services.

bermanfisher.com
5Training Services
TypeProfessional Services
Description

CPD courses and QuickBooks training programs for accounting staff and professionals.

bermanfisher.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
Pricing details1 tier
1Custom engagement-based pricing
ModelOtherBilling cadenceAnnual
Notes

Fees based on scope and complexity of engagement; initial assessment consultation offered free for outsourcing services.

bermanfisher.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

HLB Berman Fisher provides professional audit, accounting, bookkeeping, and business advisory services from the Cayman Islands. The firm specializes in audits of investment funds, captive insurance companies, strata corporations, and local businesses, and delivers outsourced finance functions, financial statement preparation, business valuations, operational restructuring, and CPD training.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

HLB Berman Fisher is a member firm of HLB International, offering a unified suite of professional accounting and audit services rather than a software product. The core service portfolio consists of eight integrated practice areas: Audit Services and Audit Support & Preparation (delivering statutory and regulatory audits for investment funds, captive insurance, strata corporations, and local businesses), Bookkeeping & Accounting and Financial Statement Preparation (handling day-to-day accounting, bank reconciliations, payroll, and complete financial reporting), Finance & Reporting Outsourcing (providing end-to-end accounting function management), Business Valuations (performing independent valuations for M&A and planning), Operational Restructuring (optimizing business processes and procedures), and First Class Training (CPD and software training including QuickBooks). These services work together to provide comprehensive financial advisory from transaction-level bookkeeping through strategic consulting and audit assurance.

Product and service1 record
1Audit Services
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeStrategic or Co-development Partner
Description

HLB Berman Fisher is an independent member of HLB International, a worldwide network of professional independent accounting firms and business advisors. The partnership provides access to global resources, expertise across 100+ countries, and cross-referrals within the network of 600+ member firms.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeRegional player
Description

Maples Group is a Cayman-headquartered professional services firm providing fiduciary, fund administration, and complementary accounting services; an ecosystem peer competing for the same offshore financial services clients.

TypeBroad incumbent
Description

PwC Cayman audits investment funds and captive insurance structures; team alumni Alexander Gordon and Laure Meyer both trained at PwC, evidencing direct competition for talent and engagements.

TypeDirect peer
Description

BDO's Cayman office is a mid-tier audit and accounting firm serving the same investment fund, captive insurance, and corporate clients in the same jurisdiction — a direct comparable to HLB Berman Fisher's boutique positioning.

TypeDirect peer
Description

Baker Tilly Cayman is a direct competitor in audit and advisory for investment funds and captive insurance — Angela Pretorius spent 7 years there before joining HLB Berman Fisher, evidencing direct labor-market and client overlap.

TypeDirect peer
Description

RSM Cayman competes head-to-head for audit and accounting engagements with HLB Berman Fisher (whose new Audit Director Jake Dutot joined from RSM Cayman), serving the same mid-market financial services client base.

TypeBroad incumbent
Description

The Big Four's Cayman practice is the dominant player for large investment fund and captive insurance audits; Head of Advisory Lauren Christie began her career at KPMG Audit London and Cayman, making it a direct talent competitor as well.

TypeBroad incumbent
Description

EY Cayman is one of the four dominant audit providers for the largest Cayman funds and insurance vehicles; recent hire Ashwin Alfred Joseph transitioned from EY Global Limited, showing direct overlap in experience and competitive positioning.

TypeDirect peer
Description

EisnerAmper Cayman specializes in audits of hedge funds, private equity funds, and captive insurance — directly mirroring HLB Berman Fisher's primary vertical focus and target client profile.

TypeBroad incumbent
Description

Deloitte & Touche Cayman is one of the largest audit firms on island; Head of Audit Angela Pretorius started at Deloitte SA and relocated to Deloitte Cayman in 2010 — it competes for the same senior audit staff pool.

TypeDirect peer
Description

Grant Thornton Cayman is a mid-tier competitor in audit and advisory for financial services clients; Audit Senior Phumlani Gqala began his career at SNG Grant Thornton in Johannesburg, evidencing direct recruitment overlap.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers6 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles17 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

HLB Berman Fisher

Accounting & Auditing Servicesbermanfisher.com

HLB Berman Fisher firmographics

Firmographics
Name
HLB Berman Fisher
Legal name
HLB Berman Fisher
Website
https://bermanfisher.com
Company type
Private
Founded year
2011
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

HLB Berman Fisher industry classification

Industry
Product category
Accounting & Auditing Services
NAICS
Offices of Certified Public Accountants (541211)
SIC
Services-Engineering, Accounting, Research, Management (8700)
akta.pro primary industry
Audit & Assurance Services (BPAHABAA)
akta.pro secondary industry
Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

  • Audit services
  • Accounting services
  • Bookkeeping services
  • Business advisory
  • Financial consulting

Where HLB Berman Fisher is headquartered

Location

Headquarters

HQ city
Grand Cayman
HQ country
Cayman Islands

Offices2 records

Markets served

HLB Berman Fisher business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

  1. Audit Services: Audit and assurance services for investment funds, captive insurance companies, strata corporations, and local Cayman businesses. Revenue generated through engagement-based fees.
  2. Bookkeeping and Accounting Services: Full-service bookkeeping including accounts receivables/payables, bank reconciliations, payroll, monthly journals, and management accounts.
  3. Finance and Reporting Outsourcing: Outsourced finance and accounting functions including bookkeeping, bank reconciliation, and payroll services delivered by professional accounting staff.
  4. Advisory Services: Business valuation, operational restructuring, strategy consulting, and financial advisory services.
  5. Training Services: CPD courses and QuickBooks training programs for accounting staff and professionals.

Pricing tiers

ModelBillingPrice
OtherAnnualCustom engagement-based pricing

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

HLB Berman Fisher product offering

Product offering

Core offering

HLB Berman Fisher provides professional audit, accounting, bookkeeping, and business advisory services from the Cayman Islands. The firm specializes in audits of investment funds, captive insurance companies, strata corporations, and local businesses, and delivers outsourced finance functions, financial statement preparation, business valuations, operational restructuring, and CPD training.

Product overview

HLB Berman Fisher is a member firm of HLB International, offering a unified suite of professional accounting and audit services rather than a software product. The core service portfolio consists of eight integrated practice areas: Audit Services and Audit Support & Preparation (delivering statutory and regulatory audits for investment funds, captive insurance, strata corporations, and local businesses), Bookkeeping & Accounting and Financial Statement Preparation (handling day-to-day accounting, bank reconciliations, payroll, and complete financial reporting), Finance & Reporting Outsourcing (providing end-to-end accounting function management), Business Valuations (performing independent valuations for M&A and planning), Operational Restructuring (optimizing business processes and procedures), and First Class Training (CPD and software training including QuickBooks). These services work together to provide comprehensive financial advisory from transaction-level bookkeeping through strategic consulting and audit assurance.

Differentiator

Problem solved

Functional benefit

Products and services

  • Audit Services

Companies that use HLB Berman Fisher

Customer profile

Named customers6 records

Segments4 records

Ideal customer profiles4 records

HLB Berman Fisher technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

HLB Berman Fisher partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • HLB InternationalcoreStrategic or Co-development PartnerHLB Berman Fisher is an independent member of HLB International, a worldwide network of professional independent accounting firms and business advisors. The partnership provides access to global resources, expertise across 100+ countries, and cross-referrals within the network of 600+ member firms.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

HLB Berman Fisher competitors and assessment

Company assessment

Regional players

  • Maples Group: Maples Group is a Cayman-headquartered professional services firm providing fiduciary, fund administration, and complementary accounting services; an ecosystem peer competing for the same offshore financial services clients.

Broad incumbents

  • PwC Cayman: PwC Cayman audits investment funds and captive insurance structures; team alumni Alexander Gordon and Laure Meyer both trained at PwC, evidencing direct competition for talent and engagements.
  • KPMG Cayman: The Big Four's Cayman practice is the dominant player for large investment fund and captive insurance audits; Head of Advisory Lauren Christie began her career at KPMG Audit London and Cayman, making it a direct talent competitor as well.
  • Ernst & Young (EY) Cayman: EY Cayman is one of the four dominant audit providers for the largest Cayman funds and insurance vehicles; recent hire Ashwin Alfred Joseph transitioned from EY Global Limited, showing direct overlap in experience and competitive positioning.
  • Deloitte Cayman: Deloitte & Touche Cayman is one of the largest audit firms on island; Head of Audit Angela Pretorius started at Deloitte SA and relocated to Deloitte Cayman in 2010 — it competes for the same senior audit staff pool.

Direct peers

  • BDO Cayman: BDO's Cayman office is a mid-tier audit and accounting firm serving the same investment fund, captive insurance, and corporate clients in the same jurisdiction — a direct comparable to HLB Berman Fisher's boutique positioning.
  • Baker Tilly Cayman: Baker Tilly Cayman is a direct competitor in audit and advisory for investment funds and captive insurance — Angela Pretorius spent 7 years there before joining HLB Berman Fisher, evidencing direct labor-market and client overlap.
  • RSM Cayman: RSM Cayman competes head-to-head for audit and accounting engagements with HLB Berman Fisher (whose new Audit Director Jake Dutot joined from RSM Cayman), serving the same mid-market financial services client base.
  • EisnerAmper Cayman: EisnerAmper Cayman specializes in audits of hedge funds, private equity funds, and captive insurance — directly mirroring HLB Berman Fisher's primary vertical focus and target client profile.
  • Grant Thornton Cayman: Grant Thornton Cayman is a mid-tier competitor in audit and advisory for financial services clients; Audit Senior Phumlani Gqala began his career at SNG Grant Thornton in Johannesburg, evidencing direct recruitment overlap.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

HLB Berman Fisher social profiles

Digital presence

HLB Berman Fisher financial estimates

Financial estimate

Revenue estimate

Valuation estimate

HLB Berman Fisher leadership team

Management profile

Number of profiles

Profiles17 records

HLB Berman Fisher funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

HLB Berman Fisher M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about HLB Berman Fisher

What does HLB Berman Fisher do?

HLB Berman Fisher provides professional audit, accounting, bookkeeping, and business advisory services from the Cayman Islands. The firm specializes in audits of investment funds, captive insurance companies, strata corporations, and local businesses, and delivers outsourced finance functions, financial statement preparation, business valuations, operational restructuring, and CPD training.

Is HLB Berman Fisher a public or private company?

HLB Berman Fisher is a private company. It is classified as unknown and is currently operating.

When was HLB Berman Fisher founded?

HLB Berman Fisher was founded in 2011. It employs 1 to 10 people.

Where is HLB Berman Fisher based?

HLB Berman Fisher is headquartered in Grand Cayman, Cayman Islands.

How does HLB Berman Fisher make money?

Five revenue lines are on record. Audit Services are the primary driver. The others are bookkeeping and Accounting Services, finance and Reporting Outsourcing, advisory Services and training Services.

Who are HLB Berman Fisher's main competitors?

Maples Group is listed as a regional player. Broad incumbents are PwC Cayman, KPMG Cayman, Ernst & Young (EY) Cayman and Deloitte Cayman. Direct peers are BDO Cayman, Baker Tilly Cayman, RSM Cayman, EisnerAmper Cayman and Grant Thornton Cayman.

Does HLB Berman Fisher have an API?

No public API is recorded for HLB Berman Fisher.

What industry is HLB Berman Fisher in?

HLB Berman Fisher's product category is Accounting & Auditing Services. Its primary akta.pro industry code is BPAHABAA, Audit & Assurance Services, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211 and its SIC code is 8700.

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