De La Hoz, Perez & Barbeito, PLLC: Company Profile

Background

De La Hoz, Perez & Barbeito, PLLC (DPB) is a full-service Certified Public Accounting (CPA) firm headquartered in Coral Gables, Florida. Established in 1991, the firm has over 30 years of experience providing comprehensive accounting, auditing, tax, and consulting services to a diverse clientele, including entrepreneurs, family businesses, and high-net-worth individuals. DPB's mission is to deliver quality service, understand clients' businesses, and meet their needs effectively and efficiently. The firm's vision is to be a trusted advisor, offering personalized financial guidance to help clients achieve their goals in an ever-changing financial and regulatory environment.

Key Strategic Focus

DPB's strategic focus encompasses several core objectives:

Comprehensive Service Offering: Providing a wide range of services, including tax compliance, audits, reviews, compilations, litigation support, forensic accounting, bookkeeping, IRS representation, due diligence for mergers and acquisitions, estate and trust planning, entity selection and restructuring, and international taxation.

Technological Integration: Utilizing modern cloud-based and online security technologies to enhance service delivery and maintain data security.

Market Expansion: Strengthening its presence in the South Florida region and expanding into Palm Beach County through strategic mergers.

Financials and Funding

As a privately held firm, DPB does not publicly disclose detailed financial information. However, the firm's growth is evident through its expansion and strategic initiatives:

Revenue: Estimated to be between $25 million and $50 million.

Mergers and Acquisitions: In February 2023, DPB merged with Roy G. Glassberg CPA PA, a firm specializing in tax and accounting services for the real estate industry, enhancing its service offerings and geographic reach.

Pipeline Development

DPB's growth strategy includes:

Service Diversification: Expanding service offerings to meet the evolving needs of clients.

Geographic Expansion: Increasing market presence in South Florida and neighboring regions through strategic mergers and acquisitions.

Technological Platform and Innovation

DPB distinguishes itself through:

Cloud-Based Infrastructure: Implementing modern cloud technologies to improve service efficiency and data security.

Advanced Auditing Techniques: Integrating artificial intelligence, data analytics, and blockchain into audit practices to enhance accuracy and value.

Leadership Team

DPB's leadership comprises seasoned professionals:

David G. Barbeito, CPA: CEO and Managing Partner with over 15 years of experience in audit and assurance, previously principal-in-charge of the Audit Department at MBAF LLC.

Cristina H. Perez, CPA, MST: Tax Partner-In-Charge, specializing in tax compliance and consulting, with a background at KPMG LLP and Grant Thornton LLP.

Juan J. Hidalgo, CPA: Partner and Chief Operating Officer, leading the audit and assurance department, with experience at MBAF.

Wilber Mendez, CPA: Tax Partner, focusing on international tax and consulting services, with prior experience at HLB Gravier, LLP.

Yvana Rodriguez: Tax Partner with over 12 years in public accounting, specializing in international and domestic taxation, previously at PwC.

Leadership Changes

In January 2024, DPB announced several leadership changes:

David G. Barbeito: Appointed CEO and Managing Partner.

Juan J. Hidalgo: Promoted to Partner and Chief Operating Officer.

Yvana Rodriguez: Promoted to Tax Partner.

Vivian Gant: Newly appointed as Partner.

Tony de los Ríos: Appointed as Audit and Assurance Partner.

Competitor Profile

Market Insights and Dynamics

The accounting industry in South Florida is characterized by a mix of large national firms and mid-sized regional firms. DPB's focus on personalized service and strategic growth positions it well to serve mid-market and small enterprise clients seeking tailored financial solutions.

Competitor Analysis

Key competitors in the region include:

Kaufman Rossin: A leading firm offering a broad range of services with a strong regional presence.

MBAF: Formerly Florida's largest public accounting firm, now part of BDO USA, LLP.

BDO USA, LLP: A global network with a significant footprint in Florida.

DPB differentiates itself through its personalized service, technological integration, and strategic growth initiatives.

Strategic Collaborations and Partnerships

DPB's membership in Russell Bedford International, a global network of independent professional service firms, enhances its capabilities and market reach.

Operational Insights

DPB's mid-sized structure allows for personalized service while maintaining the capacity to handle complex engagements, providing a competitive advantage over larger firms that may lack flexibility.