Mize CPAs

Name

Mize CPAs

Legal name

Mize CPAs Inc.

Website

https://mizecpas.com

Company type

Private

Founded year

1956

Operating status

Acquired

Headcount range

251–500 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Topeka

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Ongoing accounting, bookkeeping, and financial statement preparation services delivered through cloud-based platforms with dedicated client teams.
2. Tax Preparation and Planning: Business and personal tax preparation, planning, and compliance services with year-round proactive consultation and strategy development.
3. Payroll Processing Services: Multi-state payroll processing including tax deposit preparation, filing, garnishment services, and ACA tracking and reporting.
4. Accounts Payable Services: Online bill pay services with full-service and hosted options, utilizing RPA technology to reduce costs and minimize fraud risk.
5. Audit and Attest Services: Audit, review, compilation, and agreed-upon procedures services for businesses and employee benefit plans.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Mize CPAs is a full-service accounting and business advisory firm delivering audit and attest, tax preparation and planning, payroll processing, accounts payable, financial reporting, and consulting services to businesses and high-net-worth individuals. The firm operates its own proprietary cloud-based platform for accounting, payroll, and accounts payable, augmented by Robotic Process Automation, and specializes in serving McDonald's Owner/Operators and restaurant franchisees nationally.

Product overview

Mize CPAs is a full-service accounting, tax, and business advisory firm offering a cloud-based technology-enabled platform for accounting, payroll, and accounts payable services. The core offering includes Audit & Attest Services, Business Advisory Services, Employee Benefit Plan Audits, Employee Engagement (WOTC), Financial Planning (via Prism Financial Group), Financial Reporting, Information Technology Services, Payroll Services, State and Local Tax (SALT), Tax Preparation and Planning, BOI Reporting Services, and Accounts Payable Services. The firm specializes in restaurant accounting with dedicated services for McDonald's owners (serving 2,000+ locations), Quick Service Restaurants, and other franchise concepts. Mize also offers Restaurant365 implementation support and the Mize Breakroom podcast as content resources. The company joined Aprio in November 2025, becoming part of the 24th largest accounting firm in the U.S.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounts Payable Services Online accounts payable and bill pay services delivered via a cloud-based platform with Robotic Process Automation (RPA) to save time, reduce costs, and minimize fraud risk. Available in full-service and hosted AP options for businesses.
• Audit and Attest Services Assurance services including audits, reviews, compilations, and agreed-upon procedures for businesses across multiple industries, performed by experienced CPA professionals.
• Business Advisory Services Strategic consulting for small to mid-sized businesses including business process improvement, succession planning, entity structure analysis, estate planning, and strategic planning services.
• Employee Benefit Plan Audits Audit services for employee benefit plans covering 401(k), 403(b), defined benefit, ESOP, health and welfare plans, with expertise in DOL regulations. Mize is a member of the AICPA Employee Benefit Plan Audit Quality Center and audits over 50 benefit plans annually.
• Employee Engagement Services Work Opportunity Tax Credit (WOTC) management and electronic onboarding services that help businesses identify eligible employees and streamline new-hire paperwork to claim tax credits.
• Financial Planning Services Financial planning and wealth management services delivered through affiliated company Prism Financial Group, L.L.C., providing CFP® professional services for retirement, investment, and estate planning on a fee-for-service basis.
• Financial Reporting Services Cloud-based financial reporting, bookkeeping, and compilation services featuring interactive financial statements that allow drill-down to individual line items and scanned vendor invoices.
• Information Technology Services IT consulting, cloud hosting since 1978, application development, system integration, network services, and disaster recovery and business continuity planning for clients.
• Payroll Services Cloud-based payroll processing for clients in nearly 50 states with features including time tracking, ACA tracking, direct deposit, pay cards, garnishment services, tax deposit preparation and filing, and mobile app access via employee self-service portal.
• State and Local Tax (SALT) Services State and local tax services covering sales tax compliance, personal property tax, income and franchise taxes, unclaimed property reporting, and state tax credit identification for multi-state businesses.
• Tax Preparation and Planning Business and personal tax preparation, planning, and compliance services with year-round proactive consultation, strategy development, and entity structure planning for businesses and individuals.
• BOI Reporting Services Beneficial Ownership Information reporting services under the Corporate Transparency Act, assisting clients with filing BOI reports to FinCEN.
• WOTC Management Work Opportunity Tax Credit identification and management services that help businesses claim tax credits for hiring eligible employees including those on government assistance, veterans, and individuals with disabilities.
• Restaurant365 Implementation and Support Restaurant365 accounting software implementation, automation of data entry and financial reporting, and ongoing consultation and support for restaurant operators as a certified Restaurant365 partner.
• McDonald's Owner/Operator Services Specialized accounting, payroll, accounts payable, tax, and consulting services packaged for McDonald's franchise owners nationwide, serving more than 2,000 restaurant locations across 300+ ownership groups with a dedicated McDonald's team.
• Restaurant Group Services Restaurant accounting and back-office support covering quick service restaurants, casual and formal dining, and franchise operations with customizable cloud-based solutions for restaurant groups.

Quantifiable outcome

• 300+ McDonald's owner groups and 2,000+ restaurant locations served nationwide
• +2 more outcomes

Named customers9 records

Segments10 records

Ideal customer profiles9 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core and minor.

• ApriocoreStrategic or Co-development Partner · 19 September 2025Mize CPAs Inc. was acquired by Aprio, the 24th largest accounting and business advisory firm in the U.S., on November 1, 2025. The acquisition adds offices in Kansas, over 300 professionals, and strengthens Aprio's QSR outsourcing capabilities and Midwest presence. Mize continues operating under the Aprio-Mize brand serving McDonald's owner/operators and restaurant franchisees.
• BKR InternationalcoreStrategic or Co-development PartnerMize CPAs is a member of BKR International, an international association of independent accounting and business advisory firms providing access to over 160 affiliated firms in 80 countries. This partnership enables Mize to serve clients with international operations by coordinating with local resources globally while maintaining US tax compliance coordination.
• Prism Financial GroupcoreStrategic or Co-development PartnerPrism Financial Group is an affiliated independent advisory firm offering financial planning and investment management services on a fee-for-service basis. Prism advisors hold CFP Professional designations and work with Mize CPAs clients to provide comprehensive, tax-sensitive financial planning across generations. Prism was also acquired by Aprio alongside Mize CPAs with $1.98 billion in wealth management AUM.
• Wells FargominorGTM or Marketing PartnerSponsor of the 18th Annual Aprio-Mize Finance Meeting for McDonald's Owner/Operators. Wells Fargo participates as a sponsor providing lender insights and investment strategy presentations at the exclusive annual event.
• MUFGminorGTM or Marketing PartnerSponsor of the 2026 Aprio-Mize Finance Meeting in Hawaii. MUFG provides financial industry expertise and lender insights as part of the sponsor program for the exclusive McDonald's owner/operator event.
• TapCheckminorGTM or Marketing PartnerOn-demand pay technology sponsor for the Aprio-Mize Finance Meeting. TapCheck provides earned wage access solutions and participates as an event sponsor offering financial wellness resources to McDonald's franchise owners.

Scale indicators7 records

Recent moves7 records

Expansion highlights2 records

Direct peers

• Plante Moran: Top 15 U.S. accounting and business advisory firm with strong Midwest roots, serving closely-held businesses, manufacturing, and other verticals. Similar mid-market focus and relationship-driven service model make it a direct comparable to Mize.
• Wipfli: Top 20 U.S. accounting and advisory firm serving mid-market clients with industry specialization in construction, manufacturing, financial institutions, and restaurants. Similar service breadth and geographic model to Mize.
• CLA (CliftonLarsonAllen): Top 10 U.S. accounting and advisory firm serving mid-market clients across multiple industries including restaurant, construction, manufacturing, and financial institutions. Comparable in scale (hundreds of professionals, multi-state presence) and mid-market advisory model to Mize.
• FORVIS: Top 10 U.S. accounting firm formed from the merger of BKD and DHG, serving mid-market and closely-held businesses across multiple verticals. Closely comparable in scale, industry breadth, and client mix to Mize.
• Eide Bailly: Top 25 U.S. accounting and advisory firm with strong Midwest and Plains states presence, serving closely-held businesses, construction, agriculture, and nonprofit clients. Direct regional and service-mix comparable to Mize.
• Moss Adams: Top 15 U.S. accounting and consulting firm serving mid-market clients with industry specialization including restaurants, construction, manufacturing, and financial services. Closely comparable in vertical mix and client profile.
• Anders CPAs + Advisors: Mid-market CPA and advisory firm with deep restaurant, real estate, and closely-held business expertise. Comparable in size, vertical focus, and relationship-driven mid-market service delivery.

Broad incumbents

• RSM US: Top 5 U.S. accounting and advisory firm serving middle-market clients globally with broad industry coverage. Larger than Mize but operates a comparable mid-market business model with industry specialization.
• BDO USA: Top 5 global accounting network with significant U.S. middle-market practice serving industries including restaurants, real estate, and financial services. Provides the upper benchmark for what Mize could scale into within Aprio.
• Aprio: The 24th largest U.S. accounting and business advisory firm that acquired Mize in November 2025. Direct parent and overall portfolio of services shaped by the integration of Mize's QSR franchise expertise and tech-enabled platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/mizecpas
• YouTubeyoutube.com/channel/UCgPDQaj-UtB44iVZq9Hn5Fg
• Facebookfacebook.com/mizecpas
• LinkedInlinkedin.com/company/mize-cpas-inc
• Instagraminstagram.com/mizecpas

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Mize CPAs