Oberlander & Co: Company Profile

Background

Overview

Oberlander & Co is a full-service accounting firm based in Rockland County, New York, serving clients in the Hudson Valley and the New York Metropolitan area. Established in 2011, the firm offers a comprehensive range of accounting, tax, and assurance services, with a particular emphasis on e-commerce, especially for Amazon sellers, and real estate accounting for both commercial and residential properties. Their approach is characterized by a "down to earth" and "no-nonsense" philosophy, fostering strong personal relationships with clients to deliver personalized and high-quality service.

Mission and Vision

Oberlander & Co's mission is to provide clarity and strategic financial guidance to businesses, enabling them to grow and succeed. Their vision is to be a trusted business and financial advisor, offering proactive support and leveraging technology to streamline accounting processes.

Industry Significance

In the competitive accounting industry, Oberlander & Co distinguishes itself through its specialized services tailored for e-commerce businesses and real estate entities. By integrating modern technology and maintaining a client-centric approach, the firm has established a reputation for delivering accurate and timely financial solutions.

Key Strategic Focus

Core Objectives

• Client-Centric Service: Maintain strong personal relationships with clients to provide tailored financial solutions.

• Technological Integration: Utilize advanced technologies, including video conferencing, file sharing, and remote support, to enhance service delivery.

• Proactive Financial Guidance: Offer proactive support to clients, ensuring they are informed and prepared for financial decisions.

Areas of Specialization

• E-Commerce Accounting: Specialized services for online businesses, particularly Amazon sellers, to manage complex financial transactions and compliance requirements.

• Real Estate Accounting: Comprehensive accounting services for commercial and residential properties, including HUD-mandated audits for affordable housing and HUD-insured loans.

• Construction and Home Improvement Accounting: Financial management services tailored for the construction industry, addressing unique challenges and regulatory compliance.

Key Technologies Utilized

• Cloud-Based Accounting Software: Implementing platforms like QuickBooks Online for real-time financial tracking and reporting.

• Secure Client Portals: Providing clients with secure, password-protected portals to access and share financial documents efficiently.

• Remote Support Tools: Utilizing video conferencing and file-sharing technologies to offer remote assistance and consultations.

Primary Markets Targeted

• E-Commerce Businesses: Online retailers, especially those operating on platforms like Amazon, requiring specialized accounting services.

• Real Estate Entities: Owners and managers of commercial and residential properties needing comprehensive financial management.

• Construction Firms: Companies in the construction and home improvement sectors seeking industry-specific accounting solutions.

Financials and Funding

Funding History

As a privately held firm, Oberlander & Co has not publicly disclosed detailed funding information. The company operates with a focus on organic growth, leveraging client referrals and maintaining a strong reputation in the industry.

Revenue

The firm generates approximately $500,000 in annual revenue, reflecting its established presence and client base in the accounting sector.

Pipeline Development

Service Expansion

Oberlander & Co continues to expand its service offerings to meet the evolving needs of its clients, particularly in the e-commerce and real estate sectors. The firm is committed to integrating new technologies and methodologies to enhance service delivery and client satisfaction.

Technological Platform and Innovation

Proprietary Technologies

• Client Portal: A secure, password-protected platform that allows clients to access and share financial documents at any time, facilitating efficient collaboration.

Significant Scientific Methods

• Data Analytics: Utilizing data analytics to provide clients with insights into financial performance and strategic recommendations.

• Cloud Computing: Employing cloud-based solutions to ensure real-time access to financial data and enhance collaboration.

Leadership Team

Jacob I. Oberlander, CPA – Team Leader & CEO

Jacob serves as the CEO and team leader, supporting the team and empowering them to serve clients. He works with growing business owners, advising them on planning, clarity, and business growth. Jacob graduated from Touro University with a bachelor's degree and has been in the accounting field since 2007. He became a Certified Public Accountant in 2012.

David Eigner – Virtual CFO

David serves as a fractional CFO to clients, focusing on reviewing financials, building complex business forecasts, and assisting with cash flow planning. He also helps develop workflows and automation to optimize accounting systems. David graduated from Fairleigh Dickinson University with a Master's degree in Business & Accounting and has been with Oberlander & Co since 2019.

Connie Oberlander – Senior Accountant & Bookkeeper

Connie focuses on real estate entities and personal tax returns, also serving as the Controller for Oberlander & Co. She has been with the firm since 2012 and has a background in mortgage loan processing.

Rachel Friedman – Accounting & Tax Supervisor

Rachel reviews every tax return to ensure high standards and mentors team members on QuickBooks and other accounting issues. She joined Oberlander & Co in 2015 and has advanced from a junior staff accountant to her current role.

Mindy Meisels – Senior Accountant

Mindy assists clients with QuickBooks and Rent Manager, helps save on tax planning, and serves as sales intake and phone triage. She has been with the firm since 2017 and has helped clients grow from infancy to eight-figure companies.

Yehudis Goldberger, CPA – Senior Accountant

Yehudis has extensive knowledge in the real estate field and works with clients on tax strategies with federal and state governments. She graduated from Fairleigh Dickinson University with a Master's in Business & Accounting and became a CPA in 2020.

Goldy Friedman – Senior Accountant

Goldy helps clients with accounting needs, working with QuickBooks Desktop and QBO, and handles complex inter-company activity and multi-currency. She has been with the firm since 2020 and has assisted clients in receiving government assistance during challenging times.

Competitor Profile

Market Insights and Dynamics

The accounting industry is characterized by a diverse range of firms offering various services. Oberlander & Co competes with other firms specializing in e-commerce and real estate accounting, as well as general accounting services. The firm's focus on personalized service and technological integration positions it well in the market.

Competitor Analysis

Key competitors include:

• Large National Firms: Offering a broad spectrum of accounting services with extensive resources.

• Specialized Boutique Firms: Providing niche services in e-commerce and real estate accounting.

Oberlander & Co differentiates itself through its client-centric approach, specialized services, and integration of modern technologies.

Strategic Collaborations and Partnerships

Oberlander & Co collaborates with various technology providers to enhance service delivery, including:

• QuickBooks: For cloud-based accounting solutions.

• Microsoft: For collaboration tools and cloud services.

• Amazon: To offer specialized services for Amazon sellers.

Operational Insights

Oberlander & Co's strategic considerations include:

• Technological Integration: Continuously adopting new technologies to improve efficiency and service quality.

• Client Relationship Management: Maintaining strong, personalized relationships to foster client loyalty and referrals.

• Market Positioning: Emphasizing specialized services in e-commerce and real estate to stand out in a competitive market.

Strategic Opportunities and Future Directions

The firm is exploring opportunities to:

• Expand Service Offerings: Introducing new services to meet evolving client needs.

• Enhance Technological Capabilities: Investing in advanced technologies to further streamline operations.

• Broaden Market Reach: Targeting new industries and geographic areas to grow the client base.

Contact Information

• Website: www.oberlanderandco.com