CBIZ Berntson Porter is a well-established Certified Public Accounting and planning firm, founded in 1985, offering a comprehensive suite of tax, accounting, and consulting services. The company focuses on assisting clients in identifying, clarifying, and achieving their goals while also providing wealth management through its affiliated firms. With a primary focus on the Legal Tech industry, CBIZ Berntson Porter's services are tailored to help clients create value and wealth by minimizing risk, maximizing profits, and safeguarding and expanding assets. The company's tax and assurance services are complemented by its consulting departments, creating a holistic approach to serve clients throughout the lifespan of their business. However, there is no publicly available information regarding CBIZ Berntson Porter's recent investment activities or the investors involved.
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