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PP&Co

Full-service CPA and business consulting.

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Overview

PP&Co is a full-service certified public accounting and consulting firm serving Silicon Valley with offices in San Jose, Santa Cruz, and Portland. It provides accounting, tax, auditing, and business advisory services, and offers broker/dealer and outside RIA services through Lion Street Financial and investment advisory via Financial Planning Consultants. The firm combines a mid-sized team of 11 partners and about 90 staff to deliver personalized attention and long-term relationships, including multi-generation clients, supported by membership in PrimeGlobal. Its goal is to help clients improve financial health and business performance, so they can pursue their personal dreams, acting as trusted partners who go beyond the numbers.

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About PP&Co

Simplify's Rating
Why PP&Co is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

San Jose, CA

Founded

1951

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Simplify Jobs

Simplify's take

What believers are saying

  • Delucchi Hawn adds 14 professionals, including three partners, immediately broadening capacity.
  • San Jose and Santa Cruz clients reward PP&Co with 763 recent ratings.
  • 2026 award momentum supports recruiting, pricing power, and cross-sell into wealth management.

What critics are saying

  • Delucchi Hawn integration starts December 1, 2026, risking partner and client attrition.
  • Three-office scale limits specialization against Deloitte, PwC, and boutique rivals.
  • One service failure during expansion could break referrals and damage generational relationships.

What makes PP&Co unique

  • Founded in 1951, PP&Co combines tax, advisory, and wealth management.
  • PrimeGlobal membership expands reach without sacrificing regional-client intimacy.
  • 2026 Best of Accounting recognition and 4.7 score validate client-service differentiation.

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Benefits

  • Flexible Work Hours
  • Training Programs
  • Professional Development Budget

Company News

The Business Journals
Dec 18th, 2024
Two San Jose accounting firms merge

“This is about more than growth," the CEO of the acquiring accounting firm said.

PRLog
Dec 11th, 2024
---Delucchi Hawn Joins Pp&Co---

---People-first Culture Brings Like-minded Firms Together---By: PP&CoMedia ContactNINICO | Kiana [email protected] NINICO | Kiana KarnEnd-- PP&Co, a leading provider of accounting, tax, and advisory services, announced today that Delucchi Hawn, LLP has joined the firm, effective December 1.The transaction combines the resources, technical expertise, and talent of two regional leaders noted for their people-first cultures and commitment to service excellence."This is about more than growth. By joining forces with Delucchi Hawn, we are not only expanding our capabilities, but also reinforcing our commitment to exceptional client service and deepening our investment in nurturing an environment where our people will thrive," said PP&Co CEO Phuong Mayer."Joining forces with PP&Co allows us to provide our staff with the resources and tools of a larger firm while preserving the close-knit, supportive culture we cherish," said Delucchi Hawn partner Peter Malutta. "Our clients will benefit from our broader expertise and capabilities, with the same personal relationships and individualized service that have always been the hallmarks of our firm. It's the perfect balance between growth and staying true to who we are."Delucchi Hawn specializes in the construction, real estate, software, and manufacturing industries. The firm adds 14 professionals, including 3 partners, to PP&Co. The team will continue to serve its clients under the PP&Co banner, ensuring a seamless transition.PP&Co has been consistently honored by ClearlyRated for exceptional client service

PRLog
Mar 1st, 2023
Petrinovich Pugh And Company Wins Clearlyrated Best Of Accounting Award For Service Excellence

Winning firms are based on quality-of-service ratings provided by clientsBy: Petrinovich Pugh and Company, LLPMedia ContactKiana Karn | NINICO [email protected] Kiana Karn | NINICO CommunicationsEnd-- Petrinovich Pugh and Company, LLP (https://www.clearlyrated.com/accounting/ca-usa/san-jose-ca/petrinovich-pugh-and-co-llp-san-jose-ca) (PP&Co), a leading accounting firm, has once again won thefor providing superior service to their clients. ClearlyRated's Best of Accounting® Award (https://www.clearlyrated.com/accounting) winners are proven industry leaders in quality of service based entirely on ratings provided by their clients.Upon notification of the award, Ed Davis, one of PP&Co's Managing Partners, said, "We welcome feedback from our clients as it reaffirms our commitment to continuous improvement and allows us to understand their needs and expectations in a real way. We're proud that clients recognize our continued efforts, and we attribute our consistently high satisfaction rates to the contributions of our dedicated team, who truly care."On average, clients of 2023 Best of Accounting winners are over 70 percent more likely to be satisfied than those who work with non-winning firms. In fact, PP&Co received satisfaction scores of 9 or 10 out 10 from 86% of their clients. This is significantly higher than the industry's average of 50 percent in 2022."I am pleased to introduce the 2023 Best of Accounting winners alongside their validated service ratings on ClearlyRated.com,"said ClearlyRated's CEO, Eric Gregg. "These firms have demonstrated a remarkable commitment to delivering amazing experiences, despite another year of upheaval and macroeconomic uncertainty

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