{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/frankrimerman-com","markdownUrl":"https://nowen.ai/agents/frankrimerman-com.md","jsonUrl":"https://nowen.ai/agents/frankrimerman-com.json","name":"Frank, Rimerman + Co.","nickname":"Frank, Rimerman","legalName":"Frank, Rimerman + Co. LLP","website":"https://frankrimerman.com","industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-09T22:50:42.511Z","summary":"A professional services firm providing assurance, tax, accounting, advisory, and wealth management services to businesses, individuals, families, and investment firms.","description":"Frank, Rimerman + Co. is a professional services firm serving businesses, individuals, families, and investment firms. Its professionals provide assurance, tax, accounting, CFO advisory, risk advisory, and wealth management services, combining technical expertise with personal service to help clients manage financial complexity and pursue their goals.","mission":"To be recognized as a unique, high-spirited firm making creative and innovative contributions to our clients and our community.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Assurance and Advisory","anchor":"product-assurance-and-advisory","type":"Service","url":"https://www.frankrimerman.com/services-for-businesses/assurance-and-advisory/","summary":"Helps organizations meet reporting and compliance requirements, prepare for transactions, and address financial and operational challenges with tailored expertise.","description":"Frank, Rimerman provides integrated audit, assurance, advisory, and consulting services to organizations across the United States and around the world. Services include financial statement audits, reviews, and compilations; venture fund and private equity services; public company services; transaction readiness; IT audits; not-for-profit audits; and employee benefit plan audits. Employee benefit plan services include audits for 401(k) and 403(b) plans with 100 or more eligible participants, audit readiness consulting, internal control recommendations, and plan operations feedback. Teams draw on industry experience and collaborate closely with clients to tailor their approach to each organization’s circumstances and requirements.","pricing":{},"features":[{"name":"Financial statement audits, reviews, and compilations","value":"Meet Investor And Creditor Reporting Needs","valueDescription":"Supports regular financial reporting for investors and creditors through audits, reviews, and compilations tailored to the organization’s requirements."},{"name":"IT audits and assurance","value":"Demonstrate Security And Service Effectiveness","valueDescription":"Independent audit and certification reports communicate information about service effectiveness and help organizations develop a stronger compliance posture and refine security controls."},{"name":"Employee benefit plan audits","value":"Manage Plan Compliance And Controls","valueDescription":"Tailored plan audits and practical guidance help sponsors address audit and compliance requirements, strengthen governance and internal controls, improve operations, and potentially reduce plan fees."},{"name":"Merger and acquisition and transaction readiness","value":"Prepare For Financing And M&A","valueDescription":"Helps organizations plan for financing or M&A, address potential transaction issues, and work to maximize future deal potential."},{"name":"Public company services","value":"Address Public Company Requirements","valueDescription":"Supports publicly traded firms with accounting and regulatory requirements and assistance with capital raising through initial public offerings."},{"name":"Venture fund and private equity services","value":"Access Tailored Fund Expertise","valueDescription":"Tailors expertise for venture fund and private equity clients across a wide range of fund sizes and needs."},{"name":"Industry-specific, collaborative service","value":"Tailor Strategies To Your Organization","valueDescription":"Close collaboration and industry experience help the team adapt its approach and develop strategies for each company’s circumstances and accounting issues."},{"name":"Audit readiness consulting","value":"Prepare For Your First Audit","valueDescription":"Get audit readiness consulting when filing for the first time or as your plan grows."},{"name":"Plan operations feedback","value":"Improve Plan Operations","valueDescription":"Use practical feedback to identify ways to improve compliance and efficiency and streamline plan processes."},{"name":"Not-for-profit audits","value":"Strengthen Controls And Processes","valueDescription":"An interactive audit helps the team understand the organization and advise on improving internal controls and processes so it can better pursue its mission."},{"name":"Integrated tax and advisory services","value":"Connect Audits With Broader Advice","valueDescription":"Draw on in-house tax and advisory services alongside the audit for a broader view of the business."}],"marketCategories":[{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"}]},{"name":"Accounting and CFO Advisory","anchor":"product-accounting-and-cfo-advisory","type":"Service","url":"https://www.frankrimerman.com/services-for-businesses/accounting-and-cfo-advisory/","summary":"Get scalable accounting, finance, and CFO support that helps growing companies manage financial operations and focus on business growth.","description":"Frank, Rimerman provides fractional accounting, controller, and CFO advisory services to early- and mid-stage companies, including startups and privately held businesses. Support spans accounting, finance, and HR functions, with services ranging from technical accounting and software implementation to operational reporting, FP&A, and business advisory. The offering is designed to scale with each stage of a company’s growth and help management teams focus on their business until they are ready to build in-house finance teams.","pricing":{},"features":[{"name":"Fractional accounting and controller services","value":"Scale Accounting Support With Growth","valueDescription":"Companies can access accounting and controller support as their needs evolve, without having to build an in-house finance team immediately."},{"name":"Fractional CFO and finance leadership","value":"Add Experienced Finance Leadership","valueDescription":"Companies can work with a part-time CFO or VP of Finance for finance leadership and strategic support as they develop."},{"name":"Financial planning and modeling","value":"Plan And Model Financial Needs","valueDescription":"Financial planning, modeling, and FP&A support help companies work through financial needs and business plans."},{"name":"Financial reporting and metrics","value":"Deliver Decision-Ready Financial Reporting","valueDescription":"Companies can receive financial statements, metrics, and reporting packages for investors, boards, and management decision-making."},{"name":"Scalable integrated services","value":"Coordinate Services As Your Business Scales","valueDescription":"Companies can access accounting and CFO support alongside technical accounting, tax, and software consulting through an integrated offering designed to scale with business needs."},{"name":"Technical accounting","value":"Address Complex Accounting Needs","valueDescription":"Technical accounting support helps companies address accounting matters as their business and finance needs develop."},{"name":"Finance and HR function support","value":"Manage Finance And HR Functions","valueDescription":"Companies can receive support for finance and HR functions alongside accounting services."},{"name":"Fundraising and M&A support","value":"Prepare For Fundraising And M&A","valueDescription":"Companies can receive due diligence and finance support in connection with fundraising, capital raises, or M&A."},{"name":"Risk mitigation and financial decision support","value":"Assess Risks And Financial Options","valueDescription":"Clients can work with advisors to identify issues, prioritize urgent matters, and consider options before making sensitive financial decisions."},{"name":"Operational reporting","value":"Support Operational Reporting","valueDescription":"Operational reporting is available alongside accounting, software implementation, and CFO advisory support."},{"name":"Software implementation","value":"Implement Finance Software","valueDescription":"Software implementation support complements the firm’s accounting and finance services."},{"name":"Equity and cap-table management","value":"Maintain Equity And Cap-Table Integrity","valueDescription":"Equity management support addresses cap-table integrity as part of finance support for venture-backed companies."},{"name":"Audit preparation","value":"Prepare For Financial Audits","valueDescription":"Audit preparation support helps companies address financial audit needs as part of their accounting and finance operations."},{"name":"Revenue recognition","value":"Address Revenue Recognition","valueDescription":"The team brings revenue recognition expertise within its accounting and business advisory services."},{"name":"Sales operations support","value":"Support Sales Operations","valueDescription":"The team’s areas of expertise include sales operations as part of its broader business advisory work."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Global and Domestic Tax","anchor":"product-global-and-domestic-tax","type":"Service","url":"https://www.frankrimerman.com/services-for-businesses/global-and-domestic-tax-services/","summary":"Helps businesses manage cross-jurisdiction tax obligations, address tax risks, identify planning opportunities, and prepare for future business outcomes.","description":"Frank, Rimerman’s global and domestic tax teams provide tax planning, consulting, compliance, and risk management for businesses with complex tax circumstances and operations across jurisdictions. Services include customized tax strategies, identifying eligible tax credits, navigating local and state tax obligations, transfer pricing documentation, transaction planning, and international tax structuring and expansion support. The team helps businesses stay current with compliance changes and plan for a broad range of business outcomes.","pricing":{},"features":[{"name":"Business tax planning and consulting","value":"Tailor Tax Strategies To Business Needs","valueDescription":"Businesses receive tax strategies shaped around their circumstances, future plans, and applicable local and state tax obligations."},{"name":"Tax compliance and risk management","value":"Manage Compliance Across Jurisdictions","valueDescription":"Businesses can address tax compliance requirements across their jurisdictions and keep current with changing requirements while managing potential risks."},{"name":"International tax structuring and expansion planning","value":"Plan International Structures And Expansion","valueDescription":"Businesses receive support with international structuring and expansion planning as they enter global markets, operate as multinationals, or encounter new international tax complexities."},{"name":"Transfer pricing documentation","value":"Document Justifiable Transfer Prices","valueDescription":"International businesses receive support documenting economically justifiable transfer prices through an approach intended to be appropriate, accurate, and cost-effective."},{"name":"Transaction tax planning","value":"Prepare For Tax Impacts On Transactions","valueDescription":"Businesses can address tax considerations ahead of a future transaction and consider potential effects on deal valuation and viability."},{"name":"Tax credit and incentive analysis","value":"Identify Eligible Credits And Incentives","valueDescription":"Businesses can identify available tax credits and incentives and consider them as part of a tailored tax strategy."}]},{"name":"Risk Advisory and Assurance","anchor":"product-risk-advisory-and-assurance","type":"Service","url":"https://www.frankrimerman.com/risk-advisory-and-assurance/","summary":"Helps organizations address security and compliance requirements, manage IT risks, protect sensitive information, and demonstrate effective controls to customers and business partners.","description":"Frank, Rimerman provides risk advisory and assurance services to help organizations manage IT risks and address security, privacy, and compliance requirements. Services include independent SOC examinations and attestations, ISO assessments and certifications, and HIPAA assessments and compliance reports. The team also helps organizations strengthen security controls, manage strategic risks, and support operational resilience. Its IT assurance work includes CSA STAR Level 2, SOC 1 and SOC 2, ISO 27001, ISO 27701, and ISO 22301 audits and certifications.","pricing":{},"features":[{"name":"SOC examinations and attestations","value":"Demonstrate Effective Controls","valueDescription":"SOC reports provide customers with assurance about the effectiveness of an organization’s control environment. They can also document internal controls and help meet external audit mandates and contractual obligations."},{"name":"ISO assessments and certifications","value":"Certify Security And Privacy Systems","valueDescription":"Independent assessment and certification can demonstrate that an organization’s information security and privacy management systems meet applicable standards, providing customers, partners, and boards with evidence of its approach."},{"name":"IT assurance audits","value":"Strengthen Compliance And Security Controls","valueDescription":"Independent IT assurance work can help organizations demonstrate service effectiveness, strengthen their compliance posture, mature business processes, and refine security controls."},{"name":"IT risk and security management","value":"Manage IT And Security Risks","valueDescription":"IT risk management support helps organizations address security and compliance challenges while protecting trade secrets, client and employee information, and intellectual property."},{"name":"Healthcare compliance assessments","value":"Demonstrate Patient Data Safeguards","valueDescription":"Healthcare assessments and compliance reports provide digital health companies with a way to demonstrate safeguards for patient information in connection with HIPAA and Business Associate Agreement requirements."},{"name":"Security and privacy assurance reporting","value":"Streamline Customer Assurance Reviews","valueDescription":"Assurance reports provide customers with information about service effectiveness, support vendor due diligence, and reduce time spent completing security questionnaires."},{"name":"Strategic risk management","value":"Connect Risk Management To Business Goals","valueDescription":"Identifying and managing strategic risks supports business goals and can help organizations pursue growth opportunities while promoting a proactive approach to risk."},{"name":"Business continuity and operational resilience","value":"Support Continuity During Disruptions","valueDescription":"Business continuity support helps organizations maintain operations during disruptions and emergencies. ISO 22301 certification audits are included among the firm’s IT assurance services."}]},{"name":"Estate and gift tax planning","anchor":"product-estate-and-gift-tax-planning","type":"Service","url":"https://www.frankrimerman.com/services-for-individuals/estate-and-gift-tax-planning/","summary":"Protect family wealth, reduce transfer taxes, advance philanthropic goals, and prepare future generations through coordinated estate and gift tax planning.","description":"Frank, Rimerman works with individuals, families, and charitable organizations to develop estate, gifting, and philanthropy strategies aligned with their goals. The team reviews each client’s situation, including wills, trusts, and related entities, to create, implement, and maintain plans that protect assets, address taxes and other complications, and support wealth transfer. Services also include estate and trust tax compliance, business succession planning, family governance, wealth education, charitable entity design, and guidance on the tax and timing implications of charitable funding decisions. The team coordinates with clients’ financial and legal advisors and can help identify specialists for valuations of difficult-to-value charitable gifts.","pricing":{},"features":[{"name":"Estate and wealth transfer planning","value":"Protect And Transfer Family Wealth","valueDescription":"Develops estate and wealth transfer structures designed to protect assets, address tax considerations, and help prepare future generations to receive wealth."},{"name":"Estate and trust tax compliance","value":"Meet Estate And Trust Filing Requirements","valueDescription":"Helps families manage estate, gift, and trust tax reporting requirements and related administrative responsibilities."},{"name":"Business succession, family governance, and wealth education","value":"Plan For Succession And Future Generations","valueDescription":"Supports business succession planning, family governance, and wealth education to help families prepare for future generations."},{"name":"Charitable giving and philanthropy planning","value":"Align Giving With Family And Tax Goals","valueDescription":"Helps families plan charitable giving around their objectives, consider funding decisions, and identify valuation specialists for difficult-to-value charitable gifts."},{"name":"Estate risk management","value":"Adapt Estate Strategies As Needs Change","valueDescription":"Supports families in reviewing future uncertainties and updating their estate strategy as circumstances, risks, goals, and needs change."},{"name":"Financial and legal advisor coordination","value":"Coordinate Your Advisory Team","valueDescription":"Connects estate and gift tax planning with input from key financial and legal advisors to support the client’s goals and intended legacy."}]},{"name":"Family Office","anchor":"product-family-office","type":"Service","url":"https://www.frankrimerman.com/services-for-individuals/family-office/","summary":"Manage complex family finances with tailored administration, coordinated advice, and strategies aligned with immediate needs and long-term goals.","description":"Frank, Rimerman + Co.’s Family Office service helps families manage day-to-day financial matters while building strategies for long-term financial objectives. The team provides coordinated financial administration, wealth planning and advisory, family governance, lifestyle services coordination, and insurance and risk management. Services are tailored to each family’s goals and circumstances, with professionals collaborating with family members, outside advisors, and the firm’s tax and wealth management teams. The practice also provides outsourced accounting support to high-net-worth individuals and families, with a focus on trust and confidentiality.","pricing":{},"features":[{"name":"Financial strategy and administration","value":"Coordinate Family Finances","valueDescription":"Families can delegate financial administration, including bills, banking, reporting, and tax compliance, while benefiting from a coordinated approach to their financial and tax situation."},{"name":"Wealth planning and advisory","value":"Plan And Advise On Wealth","valueDescription":"Families receive a customized portfolio and investment strategy informed by personal goals, with advice focused on protecting, preserving, and growing family assets."},{"name":"Family governance","value":"Align Family Stakeholders","valueDescription":"Families can create a clearer shared understanding of their financial direction and goals through facilitated communication and support for long-term planning."},{"name":"Insurance and risk management","value":"Review Coverage And Manage Risk","valueDescription":"Regular risk and insurance reviews help families assess coverage for major assets and adapt their risk-management strategy as circumstances change."},{"name":"Integrated tax and wealth services","value":"Integrate Tax And Wealth Advice","valueDescription":"Families can receive connected family office, tax, and wealth management services, bringing related financial considerations together in a coordinated approach."},{"name":"Family and outside advisor coordination","value":"Coordinate Family Advisory Teams","valueDescription":"Coordination among family members, the firm’s professionals, and outside advisors helps connect planning with the family’s goals and financial context."},{"name":"Outsourced accounting support","value":"Outsource Family Accounting","valueDescription":"Families can obtain accounting support for bookkeeping, reporting, expense tracking, and preparing financial information for tax planning and return preparation."},{"name":"Lifestyle services coordination","value":"Coordinate Lifestyle Services","valueDescription":"Clients can access concierge services and specialists through a managed network, with provider relationships and costs monitored by the team."}]},{"name":"Income Tax Planning and Consulting","anchor":"product-income-tax-planning-and-consulting","type":"Service","url":"https://www.frankrimerman.com/services-for-individuals/income-tax-planning-and-consulting/","summary":"Personalized tax planning and compliance help individuals and families manage complex tax affairs, address international considerations, and coordinate their broader family plans.","description":"Frank, Rimerman’s tax professionals provide personalized planning, consulting, and compliance support for individuals and families, particularly those facing complex tax situations. Services include federal and state return preparation, quarterly estimated tax planning, tax examination management and representation, and guidance on international tax considerations. The team also handles stock option and executive deferred compensation planning, and helps coordinate income tax, estate and gift matters, charitable giving, and the administration of family plans. Complementary services include internal control reviews for family offices, valuations for charitable and family gifts, and private foundation audits.","pricing":{},"features":[{"name":"Individual tax planning and consulting","value":"Tailor Strategies To Complex Tax Situations","valueDescription":"Clients receive tax planning and consulting suited to their specific circumstances and planning needs."},{"name":"Tax return preparation and estimated tax planning","value":"Prepare Returns And Plan Estimated Taxes","valueDescription":"Support for federal and state returns and quarterly estimated taxes helps clients address filing obligations, reduce penalty risk, and plan cash flow."},{"name":"International individual tax planning","value":"Address International Tax Considerations","valueDescription":"Guidance helps individuals and families navigate tax compliance and planning considerations arising from participation in the global marketplace."},{"name":"Family tax coordination and administration","value":"Coordinate Tax And Family Plan Matters","valueDescription":"Clients can address income tax, estate and gift matters, charitable giving, and family plan administration through a coordinated approach to managing their affairs."},{"name":"Stock option planning","value":"Plan Stock Options With Tax Guidance","valueDescription":"Individuals can access tax planning support related to stock options."},{"name":"Executive deferred compensation planning","value":"Plan Deferred Compensation With Tax Guidance","valueDescription":"Executives receive planning support for deferred compensation as part of the firm's individual tax services."},{"name":"Tax examination management and representation","value":"Manage And Represent Tax Examinations","valueDescription":"Clients can receive assistance managing tax examinations and representation during the examination process."},{"name":"Family office control reviews and foundation audits","value":"Review Family Office Controls And Audit Foundations","valueDescription":"These complementary services provide internal control reviews for family offices and audits for private foundations alongside individual tax services."},{"name":"Charitable and family gift valuations","value":"Value Charitable And Family Gifts","valueDescription":"Clients can access valuation services for charitable and family gifts alongside individual tax support."}]},{"name":"Private wealth management","anchor":"product-private-wealth-management","type":"Service","url":"https://www.frankrimerman.com/services-for-individuals/private-wealth-management/","summary":"Receive objective, tailored wealth advice and investment services to manage assets, monitor progress toward long-term goals, and support personal financial objectives.","description":"Frank, Rimerman provides objective financial advice and investment services tailored to clients’ specific needs, available as an integrated program or a standalone plan. Its comprehensive advisory process takes a broad, balanced view of wealth and is grounded in accountability and an understanding of each client’s personal goals. Services include asset review and management, financial goal setting, portfolio guidance, and investment performance monitoring and reporting. The firm does not sell products or accept referral fees, and investment advisory services are provided by Frank, Rimerman Advisors LLC, a federally registered investment advisor and subsidiary of Frank, Rimerman + Co. LLP.","pricing":{},"features":[{"name":"Personalized wealth advisory","value":"Align Advice With Personal Goals","valueDescription":"Clients receive a wealth advisory process shaped around their specific needs and personal goals, with the option to use an integrated program or a standalone plan."},{"name":"Asset management","value":"Review Assets And Guide Portfolios","valueDescription":"Clients receive an overall view of their wealth, objective feedback on their existing strategy, and portfolio guidance suited to their circumstances and objectives."},{"name":"Investment performance monitoring and reporting","value":"Track Performance Against Long-Term Goals","valueDescription":"Ongoing performance monitoring and reporting help clients assess progress toward long-term objectives while considering risk exposure and after-tax returns. Clients can access the client portal online."},{"name":"Objective, conflict-conscious advice","value":"Keep Advice Focused On Your Objectives","valueDescription":"By not selling products or accepting referral fees, the firm seeks to avoid conflicts and incentives that could take attention away from clients’ financial objectives."},{"name":"Investment advisory services","value":"Access Investment Advisory Services","valueDescription":"Clients receive investment advisory services through Frank, Rimerman Advisors LLC, the firm’s federally registered investment advisor subsidiary."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://frankrimerman.com","text":"Frank, Rimerman + Co."},{"url":"https://www.frankrimerman.com/services-for-businesses/assurance-and-advisory/","text":"Assurance and Advisory"},{"url":"https://www.frankrimerman.com/services-for-businesses/accounting-and-cfo-advisory/","text":"Accounting and CFO Advisory"},{"url":"https://www.frankrimerman.com/services-for-businesses/global-and-domestic-tax-services/","text":"Global and Domestic Tax"},{"url":"https://www.frankrimerman.com/risk-advisory-and-assurance/","text":"Risk Advisory and Assurance"},{"url":"https://www.frankrimerman.com/services-for-individuals/estate-and-gift-tax-planning/","text":"Estate and gift tax planning"},{"url":"https://www.frankrimerman.com/services-for-individuals/family-office/","text":"Family Office"},{"url":"https://www.frankrimerman.com/services-for-individuals/income-tax-planning-and-consulting/","text":"Income Tax Planning and Consulting"},{"url":"https://www.frankrimerman.com/services-for-individuals/private-wealth-management/","text":"Private wealth management"}]}