GERTZ & Partner

What GERTZ & Partner does

GERTZ & Partner Steuerberatungsgesellschaft mbB is a German licensed tax advisory and business consulting partnership (mbB) headquartered in Buxtehude, Lower Saxony. Founded in 1991 by Jörg Gertz and currently employing approximately 30 staff under partners Jörg Gertz and Sarah Josek (joined 2021), the firm provides an integrated suite of professional services to small and medium-sized enterprises, founders, and family-owned businesses across Germany. Its service portfolio spans core tax advisory (Steuerberatung), annual financial statements, financial accounting and payroll processing, plus a broader business consulting arm covering investment and financial planning, business valuation, succession planning, company restructuring, startup advisory, and due diligence. Statutory audit services are delivered in cooperation with Hanse Revision GmbH under a Bürogemeinschaft arrangement dating to 2005.

The firm operates a near-paperless digital office built on DATEV cloud platforms. DATEV Unternehmen online provides cloud-based accounting, payroll, and document exchange between the firm and its clients, while DATEV E-Rechnung supports electronic invoicing compliance with German regulations. No proprietary technology, APIs, or software products are developed in-house; the technology stack consists of standard DATEV professional services tooling. Marketing and client acquisition rely on a professional services mix: an SEO-optimized website with tax-law content, LinkedIn/Facebook/Xing corporate profiles, a Steuerlex-powered news feed, monthly/quarterly client bulletins (Informationsbriefe), and a heavy reliance on client referrals and trust-based relationships. There is no e-commerce, self-serve, or productized offering.

Revenue is generated entirely through professional services fees negotiated per engagement and billed under the German statutory fee schedule for tax advisors (StBVV - Steuerberatervergütungsverordnung). Recurring monthly retainers for bookkeeping and payroll form a stable base, complemented by annual project work (tax returns, financial statements) and higher-value consulting engagements. Pricing is not publicly disclosed. The firm is privately held with no external investment, no parent company, and no subsidiaries; ownership rests with the partners.

Name

GERTZ & Partner

Legal name

GERTZ & Partner Steuerberatungsgesellschaft mbB

Website

https://steuerberater-gertz.de

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

GERTZ & Partner Steuerberatungsgesellschaft mbB is a German licensed tax advisory and business consulting partnership in Buxtehude serving SMEs, founders, and family businesses with tax compliance, bookkeeping, payroll, succession planning, and digital DATEV-based services.

Ownership category

akta.pro rank

Headquarters

HQ city

Buxtehude

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services (Steuerberatung): Core recurring advisory services including ongoing tax compliance, tax planning, and tax return preparation for clients across industries and legal forms.
2. Bookkeeping & Payroll (Finanzbuchhaltung & Lohnbuchhaltung): Monthly bookkeeping and payroll processing services billed on a recurring retainer or per-mandate basis.
3. Audit Services (Wirtschaftsprüfung): Annual audit and special audit services delivered in co-operation with Hanse Revision GmbH.
4. Business Consulting (Wirtschaftsberatung): Business planning, investment planning, company valuation, succession planning, and restructuring advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

GERTZ & Partner is a German tax advisory and business consulting firm that provides integrated professional services including tax planning and compliance, annual financial statements, monthly bookkeeping and payroll, business and succession consulting, and audit coordination. The firm serves small and medium-sized enterprises across diverse industries and legal forms, delivering services through DATEV cloud platforms that enable near-paperless digital workflows. Audit services are delivered through a long-standing co-operation with Hanse Revision GmbH.

Product overview

GERTZ & Partner Steuerberatungsgesellschaft mbB is a German tax and business advisory firm offering integrated professional services through a unified consulting approach. The core portfolio comprises tax advisory services (Steuerberatung) including annual financial statements, financial accounting, and payroll processing; business consulting (Wirtschaftsberatung) covering investment planning, business valuation, and succession planning; and digital services including DATEV Unternehmen online and DATEV E-Rechnung for paperless office transformation. The firm also provides audit services (Wirtschaftsprüfung) through a partnership with Hanse Revision GmbH. With approximately 30 employees, the firm focuses on digitalized work methods and serves clients across various industries and legal structures.

Differentiator

Problem solved

Functional benefit

Products and services

• Steuerberatung (Tax Advisory)
• Jahresabschluss (Annual Financial Statements)
• Finanzbuchhaltung (Financial Accounting)
• Lohnbuchhaltung (Payroll Accounting)
• Gründungs- & Unternehmensberatung (Business Foundation & Consulting)
• Unternehmensumwandlung (Company Restructuring)
• Wirtschaftsberatung (Business Consulting)
• Investitions- & Finanzplanung (Investment & Financial Planning)
• Businessplanung (Business Planning)
• Unternehmensbewertung (Business Valuation)
• Existenzgründung (Business Startup)
• Unternehmensnachfolge (Business Succession)
• Unternehmenssanierung (Company Restructuring)
• Due Dilligence
• Wirtschaftsprüfung (Audit Services)
• Digitalisierung (Digitalization Services)

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

One partnership is on record.

• Hanse Revision GmbHcoreImplementation/ SI/ Consulting Partner · 1 January 2005GERTZ & Partner has operated in a office co-sharing arrangement (Bürogemeinschaft) with Hanse Revision GmbH, a German auditing firm, since 2005. Hanse Revision provides statutory audit services (annual financial statement audits, restructuring audits, special audits) in partnership with GERTZ & Partner for their shared client base.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Mazars Germany: International accounting and advisory network with a German mid-market tax practice. Comparable in serving German SMEs with tax compliance, audit, and business consulting services.
• PKF Fasselt: Member of the PKF international accounting network in Germany, focused on tax advisory, audit, and consulting for German SMEs. Closely comparable in target market and service portfolio to GERTZ & Partner.
• Ebner Stolz: One of Germany's largest independent mid-market tax, audit, and consulting firms. Comparable because it serves German Mittelstand SMEs with the same integrated tax + business advisory offering as GERTZ & Partner, but at significantly larger national scale.
• RSM Germany: German arm of the RSM international mid-tier accounting and advisory network. Comparable because it targets German mid-market SMEs with tax, audit, and consulting services similar to GERTZ & Partner's portfolio.
• BDO Germany: Top-five global accounting network with a strong German Mittelstand-focused practice. Comparable because BDO Germany competes for the same SME tax, audit, and advisory mandates that form GERTZ & Partner's core.
• Grant Thornton Germany: International accounting and advisory firm with a substantial German tax and advisory practice targeting mid-market companies. Comparable in client profile and service breadth.
• ETL Group: German-headquartered tax, audit, legal, and consulting cooperative with a strong focus on SMEs and founders. Highly comparable as it aggregates small German Steuerberatungsgesellschaft firms — the same market segment GERTZ & Partner serves.
• Rödl & Partner: German-origin international professional services firm with a Mittelstand focus. Comparable because it provides integrated tax, audit, legal, and business consulting for German SMEs — the same integrated value proposition as GERTZ & Partner.
• Baker Tilly Germany: International accounting and advisory firm with a substantial German tax practice serving mid-market companies. Comparable to GERTZ & Partner in target customer profile (German SMEs) and integrated service offering.

Others

• DATEV eG: German cooperative providing the DATEV accounting, payroll, and e-invoicing software stack used by virtually all German Steuerberater. Comparable as the core enabling technology platform underpinning GERTZ & Partner's service delivery model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/gertz-partner-steuerberatungsgesellschaft-mbb

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 GERTZ & Partner