G J Seiberlich Co Llp

What G J Seiberlich Co Llp does

G & J Seiberlich & Co LLP is a private Certified Public Accounting firm founded in 1950 in Napa, California, and operating as the oldest full-service CPA firm in California's North Bay region. The firm delivers tax planning and preparation, accounting, advisory, IRS representation, estate and retirement planning, and managed bookkeeping services to individuals, fiduciaries, and closely held businesses, with industry specialization in wine and viticulture, agriculture, construction, hospitality, professional services, and real estate. Revenue is generated through two streams: professional service fees for tax, compliance, and advisory engagements, and recurring managed services billed under its Client Advisory Services (CAS) practice. The firm operates across three California office locations (Napa, Santa Rosa, Vacaville), serves more than 2,500 clients with a staff of more than two dozen, and is owned by six equity partners with no external parent, private equity, or venture capital involvement.

The firm's technology footprint is modest and consists primarily of cloud-based accounting tools, secure file access infrastructure, and QuickBooks Desktop-to-Online conversion support rather than a proprietary software platform. In 2024, G&J Seiberlich partnered with TOA Global to source trained offshore accountants from the Philippines, addressing the U.S. CPA labor shortage and expanding service delivery capacity. The firm relies on a traditional sales-led go-to-market built on community involvement, professional reputation, and referral networks across the North Bay, with service delivery conducted via in-person office visits and virtual meetings on Teams or Zoom. Payment is facilitated through a QuickFee portal offering electronic funds transfer, credit card processing (with a 3% fee), and installment plans on invoices of $5,000 or more.

Name

G J Seiberlich Co Llp

Legal name

G & J Seiberlich & Co LLP

Website

https://gjs.cpa

Company type

Private

Founded year

1950

Operating status

Operating

Short description

G & J Seiberlich & Co LLP is a Napa, California-based CPA firm founded in 1950 serving over 2,500 individuals, fiduciaries, and closely held SMBs across the North Bay with tax, accounting, advisory, and managed bookkeeping services, with vertical specialization in wine, agriculture, construction, hospitality, professional services, and real estate.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

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

akta.pro secondary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Certified public accounting
• Tax preparation services
• Client advisory services
• Managed bookkeeping services
• Estate planning services

Headquarters

HQ city

Napa

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Full-service accounting firm providing tax preparation, planning, representation, and accounting services to closely held businesses and individuals. Revenue is generated through professional service fees for ongoing engagements and project-based work.
2. Client Advisory Services (Managed Accounting): Managed accounting and bookkeeping solutions including general accounting, accounts payable/receivable processing, and financial advisory. Scalable service levels billed on recurring engagement basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels1 record

Core offering

G & J Seiberlich & Co LLP is a full-service Certified Public Accounting (CPA) firm providing tax planning, preparation, representation, and compliance services alongside general accounting, bookkeeping, financial advisory, and estate/retirement planning. The firm delivers its services through three core lines — Individuals & Fiduciaries Services, Business Services for closely held businesses, and Client Advisory Services (managed accounting/bookkeeping) — with additional specialized offerings across Wine & Agriculture, Construction, Hospitality, Professional Services, and Real Estate industry verticals. Revenue is earned through professional service fees for ongoing engagements and project-based work, supplemented by recurring managed-accounting subscriptions.

Product overview

G & J Seiberlich & Co LLP is a professional services firm offering a unified suite of accounting, tax, and advisory services rather than a software product platform. The firm's core offerings consist of three main service lines: (1) Individuals & Fiduciaries Services covering tax planning, preparation, estate planning, and retirement planning; (2) Business Services for closely held businesses including tax preparation, cost accounting, internal controls, and management advisory; and (3) Client Advisory Services (CAS) providing managed accounting, bookkeeping, accounts payable/receivable, and strategic financial guidance. The firm also specializes in five industry verticals—Wine & Agriculture, Construction, Hospitality, Professional Services, and Real Estate—each receiving tailored accounting and tax solutions. The CAS offering utilizes cloud-based tools for secure, efficient workflows, and the firm supports QuickBooks Desktop to Online conversions as part of its service portfolio.

Differentiator

Problem solved

Functional benefit

Named customers4 records

Segments8 records

Ideal customer profiles6 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core and minor.

• TOA GlobalcoreStrategic or Co-development Partner · 1 January 2024TOA Global provides offshore accounting talent from the Philippines to address the U.S. CPA shortage. TOA is the employer of record, providing salaries, benefits, equipment, and facilities while ensuring compliance with local labor laws. TOA has over 1,000 North American customers and more than 4,000 trained accountants operating in secure facilities in the Philippines. G&J Seiberlich interviews, selects, trains, and manages these accountants who work exclusively with the firm.
• QuickFeeminorGTM or Marketing PartnerQuickFee offers payment plan solutions allowing clients to spread invoice costs over 3-12 monthly payments. QuickFee provides the payment processing platform integrated into G&J Seiberlich's Pay Now page for client convenience.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Eide Bailly LLP: Top-25 U.S. accounting firm with a CAS practice and significant food/agriculture and construction industry coverage. Comparable service portfolio (tax, audit, CAS, advisory) at national scale.
• Moss Adams LLP: Top-15 U.S. CPA firm headquartered in the West with a food and beverage / wine industry practice and a CAS/managed accounting line. Overlaps G&J's wine-industry specialization and CAS offering at meaningfully larger scale.
• Wipfli LLP: Top-25 U.S. accounting and advisory firm with a particularly strong outsourced accounting / CAS practice serving closely held businesses. Directly comparable on the CAS/managed services growth thesis.
• WithumSmith+Brown PC: Large U.S. CPA firm widely recognized for its CAS/managed accounting and outsourced bookkeeping services to closely held businesses. Comparable in building a CAS-led recurring revenue model alongside traditional tax services.
• Plante Moran PLLC: Top-15 U.S. accounting firm serving closely held businesses with tax, audit, and a well-developed CAS practice. Comparable full-service CPA structure with a strong CAS growth story, though at much larger scale.
• Forvis Mazars LLP: Top-10 U.S. accounting firm formed by the merger of FORVIS and Mazars USA in 2024, providing tax, audit, advisory, and CAS to closely held and middle-market clients. Comparable full-service CPA structure at national scale.

Direct peers

• Armanino LLP: Large California-based CPA and business consulting firm headquartered in San Ramon with a comparable mix of tax, audit, CAS/managed accounting, and industry-specific practices (including food & beverage / wine). Directly comparable in service mix and West Coast regional CPA model, though significantly larger in scale.
• Sensiba San Filippo LLP: Bay Area CPA firm of similar size and profile serving closely held businesses and individuals in Northern California with tax, audit, and advisory services. Closely comparable regional CPA model with a similar SMB and middle-market client base.
• Clark Nuber PS: Regional CPA firm serving closely held businesses and individuals in the Pacific Northwest with deep industry verticals (including agriculture and food/beverage) and a CAS/outsourced accounting practice. Strong analog for G&J's regional-vertical-specialist model.
• BPM LLP: Bay Area-headquartered CPA and advisory firm providing tax, audit, CAS, and wealth advisory services to closely held businesses and high-net-worth individuals. Comparable client mix, California footprint, and full-service CPA structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/g-j-seiberlich-co-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 G J Seiberlich Co Llp