• Investment Management Group known nationally for dedicated service to mutual funds, ETFs, alternative investment funds and broker/dealers.

    Investment Management Industry

    The professionals in BBD’s Investment Management Group are known nationally for providing audit and tax services for mutual funds, ETFs, alternative investment funds, investment advisors, and broker/dealers.

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  • We are dedicated to providing approximately 200 not-for-profit organizations in Greater Philadelphia with audit and tax services.

    Not-For-Profit Organizations

    BBD loves the not-for-profit community! We are a true boutique not-for-profit CPA firm providing audit and tax services for more than 250 not-for-profit organizations in the Greater Philadelphia area.  No one in this market is committed to the not-for-profit community like BBD.

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  • We have approximately 30 government entity clients in Pennsylvania. We specialize in audits of schools and municipalities.

    Government Entities 

    Municipalities, school districts, and special purpose governments across Pennsylvania and the Mid-Atlantic region rely on BBD's team of government audit specialists. 

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BBD's Investment Management Group

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