Gerbes Investments

What Gerbes Investments does

Gerbes Investments, operating under the trade names Gerbes Consultancy and Gerbes Consulting & Management, is a Netherlands-domiciled (Gerbes NV) boutique professional services firm delivering financial, accounting, audit, and business transformation advisory. Its service portfolio spans accounting operations, audit and assurance, business and organizational purpose, business transformation, corporate finance and strategy, digital transformation strategy, financial management, risk management, tax services, M&A advisory, and specialized offerings including forensic accounting, ERP implementation consulting, business intelligence consulting, and IFRS 9 advisory. The firm also packages bookkeeping as a recurring service with tiered options (pay-as-you-go, monthly, bookkeeping plus tax). Its claimed scale includes 1,200+ businesses served globally and $2B+ in transactions reconciled annually at a 98.8% reported accuracy rate.

The firm positions AI capabilities as part of its consulting toolkit rather than as a proprietary product, describing the use of OCR, NLP, machine learning for anomaly detection, and predictive analytics to automate bookkeeping, reconcile transactions, flag fraud, and surface financial risk signals. There is no public API, SDK, or software platform; the underlying technology stack is not disclosed and the firm relies on partner tools rather than proprietary models. There are no patents, proprietary certifications, or defensible IP assets recorded.

Gerbes generates revenue through professional services engagements, sold via a sales-led motion that uses a structured RFP intake form and consultation booking CTAs on its website, with multi-year, quote-based contracts typical. It targets both enterprise clients (with named references including Shell, Equinix, Cushman & Wakefield, and CHC Helicopter) and a long tail of small and medium businesses, horizontally across financial services, energy, government, and other sectors. The firm is privately held, founder-led by Iwan W. Gerbes (Founder, CEO and Chairman), with no disclosed institutional capital, parent entity, subsidiaries, or M&A activity. Marketing is content-led, with a blog, an Insights section, newsletter subscriptions, and presence on Facebook, X, YouTube, and Instagram used primarily for top-of-funnel demand generation.

Name

Gerbes Investments

Legal name

Gerbes NV

Website

https://gerbes.eu

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Gerbes Investments is a Netherlands-domiciled boutique consulting firm offering financial, audit, accounting, and business transformation advisory to enterprise clients and a long tail of small and medium businesses globally through project-based and multi-year professional services engagements.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industry

Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB)

Keywords

• Management consulting services
• Audit and assurance
• Financial advisory
• Bookkeeping services
• Business transformation consulting

Headquarters

HQ city

Haarlem

HQ country

Netherlands

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting Services: Professional services engagements including audit and assurance, accounting operations, business transformation, corporate finance and strategy, digital transformation, and organizational purpose consulting. Revenue is generated through project-based consulting fees and retainer arrangements for ongoing advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Gerbes Investments is a management consulting and advisory firm that delivers professional services across audit and assurance, accounting operations, bookkeeping, financial management, tax advisory, corporate finance and M&A, business transformation, digital transformation, risk management, and organizational purpose. Engagements are delivered as project-based consulting assignments and multi-year advisory retainers acquired through direct sales and an RFP process.

Product overview

Gerbes Investments operates as a management consulting and advisory firm offering a comprehensive portfolio of professional services. The company provides integrated consulting across accounting operations, audit and assurance, business transformation, corporate finance, digital transformation, and risk management. Key service lines include bookkeeping services (offered as pay-as-you-go, monthly, or bookkeeping plus tax packages), financial management, tax advisory, M&A advisory, and specialized services such as forensic accounting, ERP implementation consulting, business intelligence consulting, and IFRS 9 implementation advisory. The firm positions itself as a one-stop advisory partner for businesses seeking growth, operational efficiency, and financial resilience.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Operations Advisory services covering financial reporting, financial control and compliance, bookkeeping, and payroll tracking to ensure the financial success of businesses of all sizes.
• Audit & Assurance Independent assurance services evaluating financial health, business unit performance, internal controls, risk management, and compliance with regulatory requirements.
• Business & Organizational Purpose Advisory services helping organizations define their core reason for being, shape strategy, and embed purpose into culture to guide decision-making at all levels.
• Business Transformation Change management services aligning people, processes, and technology with business strategy and vision to stimulate development of fresh business plans.
• Corporate Finance & Strategy Strategic advisory services for financial decision-making, capital structure optimization, mergers and acquisitions, and value creation.
• Digital Transformation Strategy Advisory services helping organizations leverage technology and data to drive digital transformation, focusing on outcomes that make a difference through industry expertise.
• Bookkeeping Services Financial record-keeping services including clean-up and onboarding, monthly close, reconciliations, AP/AR management, and audit readiness, with offerings ranging from pay-as-you-go to monthly bookkeeping packages.
• Financial Management Advisory services for financial planning, budgeting, forecasting, cash management, and performance monitoring to drive confident, board-ready decisions.
• Risk Management Integrated risk management advisory services helping organizations identify, assess, and control various risks affecting business operations and assets.
• Tax Services Tax advisory and compliance services helping organizations navigate tax regulations and optimize tax positions.
• M&A Advisory Mergers and acquisitions advisory services including target company analysis, valuation assessment, due diligence support, and transaction execution guidance.
• Business Intelligence Consulting Advisory services helping organizations make sense of data and turn it into actionable insights using statistical analysis, data mining, and machine learning techniques.
• ERP Implementation Consulting Advisory services guiding organizations through Enterprise Resource Planning system implementation including goal identification, software selection, data migration, system configuration, and employee training.
• Forensic Accounting Specialized investigative accounting services including financial investigations, fraud detection, litigation support, and expert witness testimony in civil, matrimonial, and criminal matters.
• IFRS 9 Implementation Advisory Advisory services for implementation of IFRS 9 Financial Instruments standard, covering classification, measurement, expected credit loss impairment modeling, and hedge accounting.

Quantifiable outcome

• 1200+ businesses supported with accurate bookkeeping
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• RSM International: Global network of independent audit, tax, and consulting firms serving mid-market companies. Closely comparable to Gerbes in service mix (audit, accounting operations, business transformation, corporate finance).
• Baker Tilly: Global network of advisory, tax, and assurance firms serving mid-market and enterprise clients. Closely comparable in service breadth including audit, corporate finance, and digital transformation advisory.
• Grant Thornton: Global accounting and advisory organization providing audit, tax, and consulting to mid-market and enterprise clients. Overlaps directly with Gerbes' audit & assurance, corporate finance, and transformation practices.
• Mazars: European-headquartered international audit, tax, and advisory firm. Particularly comparable given Mazars' European roots, similar to Gerbes' Netherlands base, with comparable mid-market and enterprise client focus.
• BDO: Mid-tier global accounting and advisory network offering audit, tax, and consulting services to mid-market and enterprise clients. Most directly comparable peer to Gerbes given similar mid-market focus and service breadth.

Broad incumbents

• KPMG: Big 4 firm with global audit, tax, and advisory practices spanning financial consulting, M&A, risk management, and digital transformation. Directly competes with Gerbes for enterprise advisory mandates.
• Deloitte: One of the Big 4 global professional services firms offering audit & assurance, consulting, financial advisory, and risk management across all industries. Gerbes competes in the same enterprise advisory categories but at a much smaller scale.
• PwC: Global Big 4 firm providing assurance, tax, and advisory services including M&A, digital transformation, and risk management. Overlaps directly with Gerbes' audit & assurance, corporate finance, and transformation service lines for enterprise clients.
• EY (Ernst & Young): Big 4 professional services firm with deep practices in audit, financial accounting advisory, corporate finance, and digital transformation. Directly comparable to Gerbes' consulting and assurance offerings for multinational enterprises.

Emerging players

• Alvarez & Marsal: Global professional services firm specializing in performance improvement, turnaround, and corporate finance advisory including M&A integration support. Comparable to Gerbes' M&A advisory, corporate finance, and business transformation offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Gerbes Investments