Company Research Report: Berg Kaprow Lewis LLP (BKL)
Company Overview
- Name: Berg Kaprow Lewis LLP (BKL)
- Mission of the Company: BKL aims to create a sustainable business where both employees and clients can thrive. They focus on providing tailored accountancy, advisory, and tax support services to growing businesses, individuals, and families. Their mission is underscored by a commitment to sustainability, social responsibility, and innovative client service.
- Founded: No information is available.
- Founders: No information is available.
- Key People:
- Geraint Jones - Head of Private Client Tax
- Karen Spencer-Smith - Tax Partner
- Lindsay House - Director of Trusts
- Jeff Hartstone - Partner
- Lee Brook - CEO
- Headquarters: North London and the City of London, UK
- Number of Employees: Over 400
- Revenue: Forecast turnover for the current financial year is £55 million.
- Company Known For: BKL is a top 50 accountancy, tax, and advisory specialist with a focus on owner-managed businesses, entrepreneurs, and high net worth individuals. They offer deep expertise in sectors including property and construction, financial services, not-for-profit, and music, media, sports, & entertainment. BKL is also a Certified B Corporation, emphasizing their dedication to sustainability.
Products and Services
1. Accountancy and Advisory Services:
- Description: Comprehensive accountancy and advisory services.
- Key Features:
- Audit & assurance
- Business tax
- Corporate finance
- Governance consultancy
- IT consulting
- Outsourced CFO services
- Payroll services
- Personal tax advisory
- Tax risk & dispute resolution
- Setting up in the UK
- Sustainability and VAT consultancy
2. Specialist Services:
- Description: Tailored services targeting specific industry needs.
- Key Features:
- Specialists in sectors such as property, financial services, music & media
- Project-specific support like commercial finance and sustainability initiatives
3. Private Client Services:
- Description: Services aimed at high net worth individuals (HNWI) and ultra-high net worth individuals (UHNWI).
- Key Features:
- Wealth management
- Trusts and estate planning
- Inheritance tax and probate services
Recent Developments
- New Partnerships and Expansion:
- Recently merged with Wilson Wright, enhancing their global reach by joining DFK UK & Ireland, a part of DFK International, to provide better international support to their clientele.
- Recognition and Achievements:
- Featured in Spear's Accountants & Tax Advisers Index 2024 for their outstanding services.
- Received awards for Best Business Tax Practice at the Taxation Awards 2024, Best Employer in Tax at the Taxation Awards 2023, and Tax Team of the Year at the Accounting Excellence Awards 2023.
- Technological and Strategic Enhancements:
- Engaged in AI and Business discussions focusing on automation and leadership in the AI era.
- Launching new services and adapting to regulatory changes, including EU VAT rules on virtual events and amendments to UK financial reporting standards.
- Corporate Social Responsibility:
- Continues to operate as a Certified B Corporation, allocating a portion of profits to their charitable foundation, The BKL Foundation, supporting local, national, and international causes.
- Growth and Development Initiatives:
- Focused on early career growth and evolving their service offering in response to client needs and economic changes.
This report encapsulates BKL's strategic direction, key offerings, and recent advancements, highlighting their robust position in the market as a sustainable and client-focused accounting and advisory firm.
