What Beers, Hamerman, Cohen & Burger does

Beers, Hamerman, Cohen & Burger, P.C. (BHCB) is a privately held, Connecticut-domiciled certified public accounting firm founded in 1962 that delivers traditional professional accounting services through a partner-led engagement model. The firm operates from two offices — a New Haven headquarters and a Fairfield general office — and employs 50+ professionals, including 14 named partners covering specialties such as ERISA audits, not-for-profit accounting, trust and estate services, multiemployer benefit plans, multi-state taxation, foreign income reporting, and forensic accounting. It serves five documented client segments: businesses (across 25+ industries), high-net-worth individuals, ERISA employee benefit plans, trusts and estates, and not-for-profit organizations. Quantitative scale signals include 500+ trusts serviced annually and $1B+ in retirement plan assets audited annually.

BHCB's core technology stack is composed of third-party, not proprietary, platforms: Sharefile for secure document exchange, TaxCaddy for tax document management, CCH Engagement Organizer for attestation workflows, and CPA Charge for client payments. The firm layers data analytics — including forecasting, projections, scenario analysis, and KPI design — onto traditional advisory services, but does not disclose proprietary AI/ML models, patents, or in-house research. It is a member of the AICPA Peer Review Program, the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), and the Connecticut Society of CPAs (CTCPA), and multiple partners hold individual designations including CPA, CFE, and CVA.

The firm generates revenue exclusively through professional services fees billed against customized engagements scoped to client complexity, with no standard pricing tiers or public rate card. Customer acquisition is relationship-driven, relying on direct partner engagement, referrals from long-standing clients, community involvement (Habitat for Humanity, CTCPA volunteer drives, Human-I-T partnership), and a content-marketing Insights blog used as a top-of-funnel channel. The firm holds no external investors, operates no subsidiaries, and has executed no disclosed acquisitions, with ownership fully held by the partner group.

Name

Beers, Hamerman, Cohen & Burger

Legal name

Beers, Hamerman, Cohen & Burger, P.C.

Website

https://bhcbcpa.com

Company type

Private

Founded year

1962

Operating status

Operating

Headcount range

11–50 employees

Short description

Beers, Hamerman, Cohen & Burger is a privately held Connecticut CPA firm founded in 1962 with 50+ professionals serving businesses, high-net-worth individuals, ERISA employee benefit plans, trusts, and not-for-profits through taxation, attestation, advisory, and client accounting services.

Ownership category

akta.pro rank

Product category

Public Accounting & Professional Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Services-Management Services (8741)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Public accounting services
• Tax planning services
• Audit and attestation
• Business advisory services
• Estate and trust services

Headquarters

HQ city

Fairfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: BHCB generates revenue through fees for comprehensive accounting, taxation, attestation, advisory, and client accounting services billed on a professional services engagement basis. Fees are based on the scope of work across service lines including audits, reviews, compilations, tax preparation, tax planning, litigation support, valuation services, and fractional CFO engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Beers, Hamerman, Cohen & Burger (BHCB) is a full-service CPA firm that delivers Taxation, Attestation, Advisory, and Client Accounting services to businesses, high-net-worth individuals, employee benefit plans, trusts, and not-for-profit organizations. Services span income tax preparation and planning (including multi-state, foreign, and digital asset reporting), audits/reviews/compilations (including ERISA and Yellow Book), litigation support and forensic accounting, valuation, and fractional CFO/bookkeeping/payroll work. The firm combines traditional CPA expertise with data analytics and secure client portal technologies to deliver engagements under a partner-led model.

Product overview

Beers, Hamerman, Cohen & Burger (BHCB) is a full-service CPA firm offering four core service lines: Taxation Services, Attestation Services, Advisory Services, and Client Accounting Services. The firm serves five client segments: Businesses, Individuals, Employee Benefit Plans, Trusts, and Not-For-Profits. These services are delivered through traditional professional service delivery rather than a software platform. The firm combines advanced data analytics with deep industry expertise to provide strategic financial solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Services
• Attestation Services
• Advisory Services
• Client Accounting Services
• Business Services
• Individual Services
• Employee Benefit Plan Services
• Trust and Estate Services
• Not-For-Profit Services

Quantifiable outcome

• 500+ trusts serviced annually
• +4 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability3 records

Feature3 records

Partnerships

One partnership is on record.

• Human-I-TminorStrategic or Co-development PartnerBHCB partners with Human-I-T to divert technological waste from landfills and support low-income communities. Human-I-T refurbishes and repurposes technology, providing access to digital tools and resources for those in need. This partnership reflects BHCB's commitment to sustainability and bridging the digital divide.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Wipfli LLP: Top-20 U.S. accounting and advisory firm serving middle-market businesses, not-for-profits, and employee benefit plans nationally. Comparable as a broader incumbent operating in adjacent geographies with overlapping ERISA, NFP, and outsourced accounting capabilities that compete for BHCB's client base.
• Eide Bailly LLP: Top-25 U.S. accounting firm with broad tax, audit, advisory and outsourced accounting practices across multiple regions. Comparable as a larger competitor occupying the same mid-market compliance-plus-advisory space BHCB competes in, but operates at much greater scale.

Direct peers

• WithumSmith+Brown (PKF Withum): Mid-Atlantic/Northeast accounting and advisory firm serving closely held businesses, individuals, and employee benefit plans. Strong direct peer because of parallel employee benefit plan practice, niche verticals, and Northeast regional presence overlapping BHCB's Connecticut and New York catchment.
• SobelCo: Mid-Atlantic/NJ-based CPA and advisory firm serving closely held businesses, family-owned enterprises, and not-for-profits. Comparable to BHCB on size band, owner-managed business specialization, and balanced tax/audit/advisory revenue mix.
• Marks Paneth LLP: New York-based mid-market accounting firm with strong not-for-profit, real estate, HNW individual, and professional services practices. Direct peer given overlapping CT/NY geography and comparable specialized practice mix serving similar client segments as BHCB.
• Whittlesey: Hartford, CT-headquartered CPA and advisory firm of comparable size serving businesses, not-for-profits, and individuals across New England with similar partner-led engagement model. Comparable to BHCB in geography, size band, and mix of compliance plus advisory work.
• Citrin Cooperman: New York-headquartered mid-market accounting, tax, and advisory firm serving closely held businesses, high-net-worth individuals, and not-for-profits. Direct peer given overlapping CT/NY footprint, comparable service mix, and similar niche specialization strategy.
• Aprio LLP: U.S. accounting and business advisory firm serving middle-market companies, HNW individuals, and not-for-profits with strong advisory and outsourced accounting services. Direct peer given similar multi-disciplinary offering and target client profile to BHCB.
• GRF CPAs & Advisors: Mid-Atlantic not-for-profit, employee benefit plan, and association-focused CPA firm of comparable size. Highly comparable to BHCB because of overlapping specialization in ERISA audits and Form 990/Yellow Book engagements for nonprofits.
• Anchin, Block & Anchin: Mid-size NY-based CPA and advisory firm with closely held business, HNW individual, and not-for-profit practices. Comparable to BHCB in service mix, target client profile, and reliance on partner-led engagement with proprietary advisory capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/beers.hamerman.cohen.burger

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 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 Beers, Hamerman, Cohen & Burger