Sikich

What Sikich does

Sikich is a Chicago/Naperville-headquartered global professional services firm operating under an AICPA alternative practice structure, with Sikich LLC providing tax and business advisory services and Sikich CPA LLC providing licensed audit and attest services; Sikich Corporate Finance LLC (FINRA/SIPC) handles securities offerings and Sikich Financial is an SEC-registered investment advisor. Founded in 1982 and backed by a $250 million minority investment from Bain Capital (May 2024), Sikich reported FY24 net revenue of $438.9 million and approximately 2,500 team members across roughly 18 offices in the United States and India, with operations spanning North America, EMEA, and APAC. The firm is ranked as the 25th-largest CPA firm in the US.

Sikich's service portfolio spans consulting, technology, and compliance, organized around industry verticals including construction and real estate, discrete and industrial equipment manufacturing, distribution, federal government, government contractors, financial services, insurance, life sciences, nonprofit, private equity, and consumer products. Core offerings include audit and assurance, tax, outsourced accounting, transaction advisory, investment banking, forensic and valuation, lender services, governance/risk/compliance, regulatory/quality/compliance for regulated industries, business succession planning, wealth management, insurance services, and a full-service marketing/PR agency ("The Agency at Sikich"). On the technology side, Sikich is a Microsoft Solutions Partner implementing Microsoft Dynamics 365, Microsoft 365, Azure, and Modern Workplace, a 5-star NetSuite implementation partner, a Salesforce partner, and a dedicated Coupa implementation partner, supported by a proprietary HeadSTART methodology that claims to address approximately 90 percent of ERP/CRM requirements up front and shorten distributor ERP timelines by 30 to 40 percent.

Sikich generates revenue through a mix of professional-services fees (audit, tax, consulting, transaction advisory, investment banking), recurring managed services (Tech 360 managed IT and 24/7 managed cybersecurity, vCIO, co-managed IT, Microsoft 365 support), and implementation/license-pass-through revenue tied to hyperscaler ERP/CRM platforms. Pricing is quote-based with complimentary initial consultations and free assessments used as lead-generation mechanisms across audit, ERP, insurance, and succession planning. GTM combines direct enterprise/field sales led by principals and managing directors, inside-sales/lead-conversion via gated content and webinars, hyperscaler co-sell with Microsoft, NetSuite, Salesforce, and Coupa, and event-driven demand from conferences, an annual "Elevate" leadership summit, and a podcast series. Sikich has pursued an active acquisition strategy, completing deals including Cotton & Company (Feb 2022), Petrow Kane Leemhuis (June 2022), Accelerated Growth (Nov 2022), Golden Trail Advisers (Dec 2023), Saggar & Rosenberg (Aug 2024), Cherry Bekaert (Dec 2024), Burwood Group (April 2026), and Jefferson Wells U.S. from ManpowerGroup for $100 million (April 30, 2026).

Name

Sikich

Legal name

Sikich LLC

Website

https://sikich.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Sikich is a Chicago/Naperville-based, PE-backed (Bain Capital, $250M minority investment, May 2024) global professional services firm with approximately 2,500 team members that delivers audit, tax, advisory, ERP/CRM implementation (Microsoft, NetSuite, Salesforce, Coupa), managed IT/cybersecurity, and investment banking services to mid-market clients across multiple industries and three continents.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Offices of Certified Public Accountants (541211)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Services-Computer Programming Services (7371), Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Trust, Safety & Risk Support (Fraud, Abuse, Policy Enforcement) (BPAAABAI), Central Government Policy, Strategy & Performance (incl. OMB-style functions) (BPAIAAAB)

Keywords

• Professional services
• Audit and assurance
• ERP implementation
• Managed cybersecurity
• Investment banking advisory

Headquarters

HQ city

Naperville

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Professional services (audit, tax, consulting): Core revenue stream comprising audit and assurance, tax compliance and planning, outsourced accounting, transaction advisory, forensic and valuation, business succession planning, lender services, governance/risk/compliance, and management consulting. Engagements are typically fee-based, project or retainer, delivered by CPAs, principals and senior consultants across the firm's 2,500-person team.
2. Managed IT and cybersecurity services: Recurring managed services revenue through Tech 360 (managed IT), co-managed IT, vCIO virtual-CIO services, Microsoft 365 managed support, data-center services, and 24/7 managed-security services (MSSP) with continuous monitoring.
3. Cybersecurity compliance and assessment: Fee-for-service cybersecurity audits and assessments including PCI DSS, HIPAA, GLBA, SOC 1/2/3 reporting, penetration tests, computer forensic investigations, and risk-mitigation engagements.
4. ERP/CRM implementation and licensing pass-through: Revenue from Microsoft Dynamics 365, Oracle NetSuite, Salesforce, Oracle Cloud ERP, Coupa, and JUST MES implementations, plus related licensing where Sikich acts as a top-tier implementation partner. Includes one-time implementation fees and recurring support.
5. Investment banking and corporate finance fees: Transaction-based revenue from sell-side advisory, buy-side advisory, and capital advisory (debt and equity) services delivered through Sikich Corporate Finance LLC, a FINRA/SIPC member. Securities and investment advisory services offered through Sikich Financial (SEC Registered Investment Advisor).
6. Insurance and wealth management advisory: Recurring and project-based revenue from wealth management, life/disability/long-term-care insurance advisory, and ongoing plan reassessments, delivered in conjunction with KASE Insurex's MGA Compass.
7. Marketing, communications and PR (The Agency at Sikich): Full-service agency revenue from strategy, digital, social, creative, PR and communications engagements, often delivered on retainer or as project fees.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels8 records

Core offering

Sikich is a global professional services firm that delivers audit and assurance, tax, outsourced accounting, and a broad suite of advisory and technology services to middle-market and enterprise clients. Its technology practice implements and supports enterprise platforms such as Microsoft Dynamics 365, Oracle NetSuite, Salesforce, Coupa and Microsoft 365, and operates managed IT, managed security, cloud migration, AI/data, and cybersecurity practices alongside its traditional CPA services. The firm also operates investment banking, transaction advisory, wealth management, insurance, lender services and a marketing agency under the Sikich umbrella.

Product overview

Sikich delivers a unified platform of professional services spanning consulting, technology and compliance, organized as a hub of integrated practice areas rather than a single monolithic product. Its core technology portfolio includes ERP/CRM implementation and support for Microsoft Dynamics 365, Oracle NetSuite, Oracle Cloud ERP, Salesforce and Coupa; the Sikich HeadSTART implementation methodology; the Sikich AI Solutions Studio® for AI/analytics adoption; Sikich Innovation LABS for regulated-industry software; Tech 360 managed IT and managed security services; and cybersecurity, cloud-infrastructure migration, and modern-workplace services. Surrounding these are professional service practices — Audit & Assurance, Tax Services, Outsourced Accounting, Governance/Risk/Compliance, Risk Consulting, Regulatory/Quality/Compliance, Forensics & Valuation, Transaction Advisory, Investment Banking, Lender Services, Wealth Management, Insurance Services, Site Selection & Incentives, Business Succession Planning, and The Agency at Sikich (marketing). Sikich has expanded through acquisitions including Burwood Group (IT consulting), Jefferson Wells U.S. (risk/compliance/finance/tax), Cotton & Company (government contracting), Saggar & Rosenberg, Golden Trail Advisers, Accelerated Growth, and Petrow Kane Leemhuis. Approximately 2,500 team members serve clients across North America, EMEA and APAC; MGA Compass is a co-launched insurance-industry tool with KASE Insurex.

Differentiator

Problem solved

Functional benefit

Brands

• Sikich AI Solutions Studio®: Branded component of Sikich's Data and AI practice providing AI adoption guidance with a virtual Chief AI Officer (vCAIO), targeting compliance, quality, and operational excellence.
• The Agency at Sikich
• Sikich Innovation LABS
• Tech 360
• MGA Compass

Products and services

• Audit & Assurance Services
• Tax Services
• Outsourced Accounting
• Forensic and Valuation Services
• Transaction Advisory Services
• Investment Banking (Sikich Corporate Finance LLC)
• Lender Services
• Cybersecurity Services
• Governance, Risk and Compliance (GRC) Services
• Risk Consulting
• Regulatory, Quality & Compliance (RQ&C)
• Business Succession Planning
• Site Selection and Business Incentives
• Insurance Services (Sikich Financial)
• The Agency at Sikich
• Microsoft Dynamics 365 Practice
• Oracle NetSuite Practice
• Oracle Cloud ERP Practice
• Salesforce Practice
• Coupa Spend Management Practice
• Tech 360 Managed IT Services
• Cloud Infrastructure Migration (Azure)
• Modern Workplace (Sikich Modern Workplace QuickStart)
• MGA Compass

Quantifiable outcome

• FY24 net revenue of $438.9 million
• +5 more outcomes

Named customers12 records

Segments13 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability12 records

Feature6 records

Partnerships

Eight partnerships are on record, tiered one-time acquisition counterparty — not an ongoing commercial partner, core — co-developed product in insurance vertical, strategic — expands sikich's life sciences / pharma supply-chain offering, flagship — microsoft is sikich's largest hyperscaler partner across dynamics 365, azure, microsoft 365 and modern workplace, core — top-rated 5-star netsuite implementation partner in the u.s., core — leading salesforce implementation partner for cpq, experience cloud, service cloud and erp integrations, core — dedicated coupa spend-management implementation practice and strategic — underpins sikich's genai and copilot deployment offering.

• ManpowerGroupone-time acquisition counterparty — not an ongoing commercial partnerOthers · 30 April 2026ManpowerGroup sold its Jefferson Wells U.S. business to Sikich for $100 million, closing April 30, 2026. Net cash proceeds to ManpowerGroup were approximately $88–89 million. The transaction is part of ManpowerGroup's strategy to focus on its core staffing brands (Manpower, Experis, Talent Solutions).
• KASE Insurexcore — co-developed product in insurance verticalStrategic or Co-development Partner · 12 November 2025Sikich and KASE Insurex debuted "MGA Compass," a tool designed to guide managing general agents (MGAs) in launching and scaling insurance businesses. The collaboration is anchored in Sikich's insurance-services practice.
• PLAIOstrategic — expands sikich's life sciences / pharma supply-chain offeringStrategic or Co-development Partner · 31 October 2025Reykjavik-based AI planning software company PLAIO partnered with Sikich to strengthen ERP integration and improve supply-chain capabilities for pharmaceutical companies. The collaboration unifies planning processes, improves transparency, and supports the industry's shift toward adaptive planning models.
• Microsoftflagship — microsoft is sikich's largest hyperscaler partner across dynamics 365, azure, microsoft 365 and modern workplaceTechnology or IntegrationSikich is a Microsoft Solutions Partner implementing Microsoft Dynamics 365 (Finance, Business Central, Supply Chain, CRM), Microsoft 365, Azure migrations, Modern Workplace (Teams / Phone System), and Enterprise Mobility + Security. Sikich supports over 1,000 Dynamics clients and has implemented Microsoft 365 for over a thousand organizations and hundreds of thousands of seats.
• Oracle NetSuitecore — top-rated 5-star netsuite implementation partner in the u.s.Technology or IntegrationSikich is a top-rated 5-star NetSuite implementation partner in the U.S., providing ERP selection, implementation, optimization, and ongoing support. Sikich's HeadSTART methodology is applied to accelerate NetSuite deployments.
• Salesforcecore — leading salesforce implementation partner for cpq, experience cloud, service cloud and erp integrationsTechnology or IntegrationSikich implements and supports Salesforce CRM, including CPQ, Experience Cloud and Service Cloud, with seamless ERP integration. Sikich has its own HeadSTART methodology for Salesforce deployments.
• Coupacore — dedicated coupa spend-management implementation practiceTechnology or IntegrationSikich has a dedicated Coupa team implementing Coupa spend-management software — including procurement/invoicing, Coupa Pay, travel/expense, analytics, contract lifecycle management, strategic sourcing, contingent workforce and supplier/third-party risk management.
• Microsoft (Copilot / Azure AI)strategic — underpins sikich's genai and copilot deployment offeringTechnology or IntegrationSikich leverages Microsoft Copilot and Azure AI for generative AI deployments, including automating repetitive administrative tasks (2,167 hours saved in 12 months in one automation per TechTarget case study). Sikich enforces strict security controls and access governance in these deployments.

Scale indicators10 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• Withum: Top-25 U.S. accounting and advisory firm with comparable mid-market focus, technology and advisory practices, and an active M&A roll-up strategy of its own.
• RSM US: Largest U.S. mid-market accounting and advisory firm with similar audit/tax/advisory + technology (Microsoft Dynamics, NetSuite, security) practice mix. Ranked No. 1 on Accounting Today's 2025 VAR 100, directly competing with Sikich across mid-market ERP and advisory mandates.
• BDO USA: Top-10 global accounting and advisory network with strong U.S. mid-market presence across audit, tax, advisory and technology services. Overlaps directly with Sikich in Microsoft Dynamics, NetSuite implementations and transaction advisory.
• Baker Tilly US: Top-15 U.S. accounting and advisory firm with comparable mid-market focus, industry verticals (manufacturing, construction, government, PE) and ERP/cybersecurity practices. Direct competitor for both CPA services and Microsoft ERP implementations.
• Plante Moran: Large U.S. mid-market CPA and advisory firm serving manufacturing, distribution, financial services and healthcare with a significant technology implementation practice. Direct rival for Sikich's core manufacturing/distribution client base.
• Wipfli: Top-20 U.S. accounting and advisory firm with strong technology and managed IT services practice; comparable to Sikich's Tech 360 and Microsoft/NetSuite implementation offerings.
• Armanino: Largest U.S. CPA firm by revenue among non-Big Four, with deep technology, ERP, and AI/data practice. Frequently appears alongside Sikich on Microsoft ERP and NetSuite partner shortlists.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm focused on mid-market and high-net-worth clients with comparable audit, tax, advisory and wealth management service breadth. Competes directly with Sikich's multi-service platform.
• Moss Adams: Top-15 U.S. accounting and consulting firm with comparable industry verticals (manufacturing, distribution, construction, PE) and a significant technology/ERP consulting practice.
• Marcum LLP: Top-20 U.S. accounting firm with broad advisory, tax and technology services to mid-market clients, including strong SEC/audit practice. Comparable service mix and target client profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/sikichllp
• YouTubeyoutube.com/@Sikich_Global
• Facebookfacebook.com/sikichllp
• LinkedInlinkedin.com/company/sikich

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries8 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A19 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sikich