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- Berdon LLP
Berdon LLP
Founded in 1917, Berdon LLP is consistently ranked among the nation’s top CPA and advisory firms. With more than 400 professionals and staff, clients access a comprehensive array of accounting, tax, financial, and management advisory services. Through our specialized expertise and dedicated service teams, we advise on almost every aspect of a business at any stage of development.
Our service combines CPAs, lawyers, accountants, and other specialists offering a full array of services designed to ensure compliance, drive efficiency, and preserve wealth.
Our service combines CPAs, lawyers, accountants, and other specialists offering a full array of services designed to ensure compliance, drive efficiency, and preserve wealth.
Purpose
Berdon culture revolves around our mantra to Listen.Solve.Do. and extends beyond our clients as we strive to also serve our people and our community by providing support and guidance that empowers and drives success. This philosophy enables us to:
• Empower our clients and personnel to achieve maximum results
• Adapt to market conditions and ensure client satisfaction
• Respect our colleagues and clients
• Develop and promote an inclusive and diverse work environment that is driven by excellence and supports a flexible work/life balance
• Provide an entrepreneurial perspective with a personable service approach
• Support local charities and community programs
• Empower our clients and personnel to achieve maximum results
• Adapt to market conditions and ensure client satisfaction
• Respect our colleagues and clients
• Develop and promote an inclusive and diverse work environment that is driven by excellence and supports a flexible work/life balance
• Provide an entrepreneurial perspective with a personable service approach
• Support local charities and community programs
Vision
We do not judge our success on the number of clients we have at any given time, but rather on the number of clients who stay with us over decades and throughout generations. To retain the coveted status as our clients’ most trusted advisor, we fiercely hold on to our most cherished commitment — independence. We sell no product, manage no assets, and receive no compensation or referral fees from any other sources. We know that high net worth families and individuals prefer — and expect — consistency in representation. As such, Berdon works on establishing and nurturing a relationship with its clients and becoming an extension of the families it serves. This approach not only results in continuity, but also in trust — enabling our professionals to consistently bring value.
Mission
Berdon’s mission is to provide clients with superior quality tax, accounting and advisory services by listening to their issues, solving their problems, and delivering innovative solutions that exceed their expectations. This mission ties to our mantra to Listen.Solve.Do. and extends beyond our clients as we strive to also serve our people and our community by providing support and guidance that empowers and drives success.
The Berdon 360 service approach is comprehensive and encompasses a complete look at a client’s financial and tax universe, from both the business and personal perspectives. We provide support as well as transfer our knowledge and expertise to ensure cohesion and buy-in amongst the entire family. We put “trust” back in the trusted advisor role, by constantly analyzing the short- and long-term ramifications of any decisions made by the family
The Berdon 360 service approach is comprehensive and encompasses a complete look at a client’s financial and tax universe, from both the business and personal perspectives. We provide support as well as transfer our knowledge and expertise to ensure cohesion and buy-in amongst the entire family. We put “trust” back in the trusted advisor role, by constantly analyzing the short- and long-term ramifications of any decisions made by the family
Additional Culture Details
Berdon advisors play prominent roles in accounting, law, universities, social, and governmental associations and their committees. Among them, Anti-Defamation League Foundation, Association for a Better Long Island, Real Estate Board of New York, New York City Commissioner’s Advisory Pane, Society of Trust and Estate Practitioners, and Family Office Association.
They lend a knowledgeable and influential voice to accounting society and bar association committees and are influential in tax reform – providing analyzes of the impact of new and proposed laws.
Beyond the CPA, J.D., and LL.M, designations, Berdon professionals hold a wide array of other credentials, among them Accredited in Business Valuation, Chartered Global Management Accountant, Accredited Senior Appraiser, Personal Financial Specialist, Certified in Financial Forensics, and Certified Fraud Examiner.
They lend a knowledgeable and influential voice to accounting society and bar association committees and are influential in tax reform – providing analyzes of the impact of new and proposed laws.
Beyond the CPA, J.D., and LL.M, designations, Berdon professionals hold a wide array of other credentials, among them Accredited in Business Valuation, Chartered Global Management Accountant, Accredited Senior Appraiser, Personal Financial Specialist, Certified in Financial Forensics, and Certified Fraud Examiner.
Values
- Berdon Smart - Workshops, Ongoing Education, "Buddy" Program
- We provide workshops on presentation and communication skills, where professionals learn and practice those skills with an expert coach. Beyond our instructor-led training, we have strategic partnerships with leading providers of online learning to provide on-demand access to core technical training, soft skills training, leadership training, and business development training. Our ongoing mentoring programs brings young professionals in direct contact with client leaders under the guidance of a partner. This enables them to learn their trade and develop client relationships “in the trenches”. The moment an individual joins our team they benefit from the Berdon Smart program and assigned a “buddy” – a go to person to answer any questions. No one is left to flounder alone. Berdon Smart, part of our Education and Learning program, offers an array of programs and training sessions to help develop technical, leadership, interpersonal, and business development skills.
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