Ehrich Consulting Group

What Ehrich Consulting Group does

Ehrich Consulting Group LLC is a privately held, family-owned accounting and tax services firm headquartered in New Jersey, founded in 2009 by Allan and Keith Ehrich, a father-and-son team whose combined experience the firm markets as "over 40 years." The company provides tax preparation, accounting and bookkeeping, payroll, cash flow management, new business formation, part-time CFO/controller services, and QuickBooks software consulting primarily to small to mid-sized businesses and individuals in New Jersey. It operates from two office locations — Florham Park (Morris County) and Red Bank (Monmouth County) — and supports client engagement through phone consultations, in-office appointments, and a SmartVault-powered secure client portal.

The firm's underlying technology stack is third-party and lightly integrated: QuickBooks (Intuit) for accounting software consulting, SmartVault for the client portal and secure document exchange, and CountingWorks as a platform layer. There is no proprietary technology, no AI/ML capability, and no app or API surface. Service delivery is relationship-based and human-driven, with client testimonials consistently emphasizing the personal accessibility and responsiveness of the two Ehrich principals rather than any technology differentiation.

The business model is straightforward professional services revenue: tax preparation, bookkeeping, payroll, and advisory services billed on a quote/per-engagement basis with no publicly disclosed pricing tiers. The firm has no external investors, no funding rounds, no parent company, and no subsidiaries. Customer acquisition is sales-led and primarily organic, relying on referrals, an educational blog, a free email newsletter, and presence on Facebook, Twitter, LinkedIn, and Yelp. Geographic footprint is limited to New Jersey, with no evidence of national or international expansion.

Name

Ehrich Consulting Group

Legal name

Ehrich Consulting Group LLC

Website

https://ecg.tax

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Ehrich Consulting Group LLC is a family-owned New Jersey accounting and tax firm founded in 2009 by Allan and Keith Ehrich, providing tax preparation, bookkeeping, payroll, part-time CFO, and QuickBooks consulting to small and mid-sized businesses and individuals across two NJ offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Florham Park

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Tax preparation services for individuals and businesses, including tax planning and compliance
2. Accounting and Bookkeeping: Ongoing accounting and bookkeeping services for small to mid-sized companies
3. Business Consulting Services: Part-time CFO/controller services, cash flow management, payroll services, new business formation assistance
4. Software Consulting: Accounting software installation, consulting, and ongoing support for small to mid-size businesses

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Ehrich Consulting Group delivers professional accounting, tax preparation, and business consulting services to small and mid-sized businesses and individuals in New Jersey. Its core offerings include tax preparation and planning, ongoing accounting and bookkeeping, payroll processing, cash flow management, new business formation advisory, fractional CFO/controller services, and QuickBooks software consulting, supported by a secure online client portal.

Product overview

Ehrich Consulting Group is a relationship-based accounting and tax services firm offering a portfolio of interconnected financial services. The core offerings consist of Tax Services and Business Services (Accounting and Bookkeeping), supplemented by specialized sub-services including Bookkeeping, Payroll, Cash Flow Management, New Business Formation, Part-Time CFO/Controller, and Software Consulting. A digital Client Portal powered by SmartVault provides clients with secure document access. The firm also publishes a blog providing tax deduction finders, tax organizers (Basic, Itemized, Full, and Business versions), and educational articles covering topics such as cash flow, tax credits, business entity planning, and accounting software (QuickBooks Online). The company was founded in 2009 by Allan and Keith Ehrich and serves small to mid-sized businesses and individuals primarily in New Jersey.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation, tax planning, and IRS representation services for individuals and businesses, including return preparation and strategic tax planning.
• Business Services (Accounting and Bookkeeping)
• Bookkeeping
• Payroll
• Cash Flow Management
• New Business Formation
• Part-Time CFO/Controller
• Software Consulting

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• H&R Block (Block Advisors): National tax preparation and small-business accounting services brand, including Block Advisors' ongoing bookkeeping, payroll, and tax services for SMBs. Represents the scaled, brand-driven competitor targeting the same SMB tax/bookkeeping entry point as the subject company.

Direct peers

• Wiss & Company: New Jersey CPA and business advisory firm serving SMBs with tax, accounting, and CFO-level advisory services. Directly comparable in regional footprint and service portfolio.
• WilkinGuttenPlan: New Jersey-based CPA firm offering tax, accounting, audit, and advisory services to closely held businesses and individuals. Directly comparable service mix and regional focus to the subject company.
• Sobel & Co. New Jersey-headquartered CPA and advisory firm serving SMBs and individuals with tax, accounting, and business advisory services. Closely comparable in size, geography, and relationship-driven service model to Ehrich Consulting Group.
• Buchbinder Tunick & Company: Mid-size NY/NJ CPA firm providing tax, accounting, and consulting to closely held businesses and individuals. Comparable positioning as a relationship-driven multi-service local practice.

Broad incumbents

• Citrin Cooperman: National accounting, tax, and advisory firm with NJ presence serving SMBs and mid-market companies. Overlaps heavily on SMB tax, bookkeeping, and advisory but operates at much greater scale and geography.
• Withum: Top-50 U.S. accounting and advisory firm headquartered in New Jersey, serving SMB and mid-market clients with a far broader service catalogue (audit, tax, advisory, technology). Represents the scaled version of the same regional CPA model.
• Marks Paneth: NY/NJ-headquartered accounting and advisory firm serving closely held businesses and high-net-worth individuals. Comparable SMB-focused service model with significantly larger scale and broader capabilities.
• Sax LLP: Mid-size regional accounting and advisory firm with strong NJ/NY presence, serving SMBs and middle-market clients with tax, accounting, and CFO advisory services. Comparable offerings but at meaningfully greater scale.
• Anchin, Block & Anchin: Mid-size NY-based accounting and advisory firm with NJ clients, providing tax, accounting, and CFO advisory to SMBs. Comparable service mix but at meaningfully greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ehrichcg
• Facebookfacebook.com/EhrichCG
• LinkedInlinkedin.com/company/ehrich-consulting-group-llc

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 Ehrich Consulting Group