About KBF CPAS LLP
<p>Founded in 2017, KBF CPAS LLP works with publicly traded, private equity-owned, and venture-backed companies on audit and accounting needs.</p> <p>Headquartered in Vancouver, Washington in the Portland–Vancouver metro area, the firm provides assurance, tax, and advisory services for businesses that want a CPA team used to complex reporting and stakeholder expectations.</p> <p>As an auditor, KBF CPAS LLP focuses on clear planning, organized fieldwork, and practical communication with management teams and finance staff. A key differentiator is its concentration on companies backed by public markets and institutional investors, where deadlines and reporting standards tend to be stricter.</p> <ul> <li>Assurance (audit and related services)</li> <li>Tax planning and compliance</li> <li>Advisory support for finance and operations</li> <li>Experience with public, private equity-owned, and venture-backed businesses</li> </ul>
Website: https://kbfadvisory.com/
Founded: 2017
Office Locations
- Vancouver, WA (Headquarters)
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $965.6M
- 401(k): 10 plans, $965.6M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| XPO LOGISTICS RETIREMENT SAVINGS PLAN | XPO CNW, INC., OR | $1.9B | 5,304 |
| XPO PENSION PLAN | XPO CNW, INC., OR | $1.4B | 3,810 |
| QORVO 401(K) PLAN | QORVO US, INC., OR | $1.2B | 4,547 |
| LITHIA MOTORS, INC. 401(K) PLAN | LITHIA MOTORS, INC., OR | $1.0B | 23,444 |
| ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | ADIDAS AMERICA, INC., OR | $956M | 6,427 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $744M | 5,051 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OR | $715M | 17,616 |
| 401(k) Retirement Plan | Professional Services Sponsor, OR | $703M | 6,427 |
| 401(k) Retirement Plan | Technology Sponsor, CT | $438M | 21,896 |
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