Insights

Integrated Advisory Bernath + Rosenberg offers integrated tax, accounting, audit and wealth management services, targeting business owners and affluent individuals. This cross-service capability creates opportunities to upsell outsourced CFO, estate planning, tax-efficient investment strategies, and cross-border tax services to deepen client relationships.

Mid-market Fit With 51-200 employees and annual revenue of 25–50 million, the firm sits in the mid-market segment, suggesting a natural fit for scalable services like outsourced accounting, controllership, and CFO-level advisory for growing SMBs.

Tech Marketing Readiness The firm’s use of Google Ads conversion tracking and Constant Contact indicates willingness to leverage digital marketing and client communications tools; a sales approach could involve offering marketing automation, client onboarding optimization, CRM integration, and data analytics to improve client acquisition and retention.

Regional Expansion Based in Cedarhurst, NY with access to the New York metro market, there’s potential to expand services to nearby SMBs in industries commonly served by mid-sized accounting firms (professional services, real estate, healthcare) and to cross-sell wealth management to high-net-worth clients in the region.

Wealth Synergy The LPL Financial affiliation signals capacity for securities and advisory services; this alignment presents opportunities to offer integrated financial planning, risk management, insurance assessments, and technology for compliant, seamless wealth management alongside accounting and tax services.

Bernath + Rosenberg Tech Stack

Bernath + Rosenberg uses 8 technology products and services including Google Ads Conversion Tracking, oEmbed, Webpack, and more. Explore Bernath + Rosenberg's tech stack below.

  • Google Ads Conversion Tracking
    Analytics
  • oEmbed
    Dev Tools
  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • Constant Contact
    Marketing Automation
  • Lua
    Programming Languages
  • HSTS
    Security
  • OpenResty
    Web Servers

Media & News

Bernath + Rosenberg's Email Address Formats

Bernath + Rosenberg uses at least 1 format(s):
Bernath + Rosenberg Email FormatsExamplePercentage
FLast@bernathandrosenberg.comJDoe@bernathandrosenberg.com
89%
FirstLast@bernathandrosenberg.comJohnDoe@bernathandrosenberg.com
7%
First@bernathandrosenberg.comJohn@bernathandrosenberg.com
4%

Frequently Asked Questions

Where is Bernath + Rosenberg's headquarters located?

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Bernath + Rosenberg's main headquarters is located at 126 Spruce Street Cedarhurst, New York 11516 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Bernath + Rosenberg's phone number?

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You can contact Bernath + Rosenberg's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bernath + Rosenberg's official website and social media links?

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Bernath + Rosenberg's official website is bernathandrosenberg.com and has social profiles on LinkedIn.

What is Bernath + Rosenberg's NAICS code?

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Bernath + Rosenberg's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Bernath + Rosenberg have currently?

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As of June 2026, Bernath + Rosenberg has approximately 59 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President Finance: M. P.President: A. R.President: J. B.. Explore Bernath + Rosenberg's employee directory with LeadIQ.

What industry does Bernath + Rosenberg belong to?

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Bernath + Rosenberg operates in the Accounting industry.

What technology does Bernath + Rosenberg use?

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Bernath + Rosenberg's tech stack includes Google Ads Conversion TrackingoEmbedWebpackGoogle Fonts APIConstant ContactLuaHSTSOpenResty.

What is Bernath + Rosenberg's email format?

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Bernath + Rosenberg's email format typically follows the pattern of FLast@bernathandrosenberg.com. Find more Bernath + Rosenberg email formats with LeadIQ.

When was Bernath + Rosenberg founded?

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Bernath + Rosenberg was founded in 1986.

Bernath + Rosenberg

AccountingNew York, United States51-200 Employees

Unlock your financial potential with Bernath & Rosenberg, your trusted destination for all your accounting, tax, and wealth management needs. We are a dedicated team of financial experts who are passionate about helping individuals and business owners achieve their financial goals.

For more than 30 years, Bernath & Rosenberg has been providing tax, accounting, audit, and wealth management advisory services with an unwavering commitment to client service. Because of our experience working with clients in an extensive range of industries, we possess an exceptional understanding of unique financial challenges and situations. Our mission is to understand the whole financial of our clients’ lives. Bernath & Rosenberg understands the unique challenges business owners and affluent families face, so we combine accounting, tax and wealth management advice into solutions tailored to your needs.

We are located at 126 Spruce St, Cedarhurst, NY 11516. To schedule a meeting, call (212) 221-1140  or email info@bernathandrosenberg.com.

Professionals associated with Bernath & Rosenberg P.C. may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Bernath & Rosenberg P.C., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Bernath & Rosenberg P.C. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

Section iconCompany Overview

Headquarters
126 Spruce Street Cedarhurst, New York 11516 United States
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1986
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Bernath + Rosenberg's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Bernath + Rosenberg's revenue is estimated to be in the range of $25M$50M

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