Wegner CPAs

What Wegner CPAs does

Wegner CPAs is a Wisconsin-headquartered limited liability partnership (LLP) founded in 1949, delivering full-service accounting, audit, tax, advisory, outsourced accounting, and recruiting services to a diversified client base across eight vertical industries including non-profits, associations, construction, manufacturing, cooperatives, pharmacies, real estate and hospitality, and religious organizations. The firm operates from seven physical offices — Madison, Milwaukee, Janesville, Baraboo, and Reedsburg in Wisconsin, plus New York, NY and Washington, DC — and has been recognized by INSIDE Public Accounting among the Top 200 and Best of the Best Firms nationally.

The firm's service model is anchored on vertical specialization, with deep expertise in nonprofit governance, federal single audit compliance (2 CFR Part 200), Form 990 preparation, association management system migrations, and industry-specific tax and accounting issues. Wegner CPAs builds its outsourced accounting practice on an integrated cloud technology stack comprising Sage Intacct (the primary platform), QuickBooks Online, Bill.com for AP/AR, and Nexonia and Expensify for expense and time management. The firm also monetizes its expertise through the proprietary Certified Nonprofit Accounting Professional (CNAP) certification program, a paid webinar series, and a Nonprofit Speaker's Bureau offering free board training.

Revenue is generated primarily through relationship-based professional services engagements (audit, tax, advisory) billed on a quote basis, supplemented by managed outsourced accounting services and transactional CPE training revenue ($750 per CNAP seat, $35-$99 per webinar). Go-to-market relies on direct client engagement, professional referrals, and content-led demand generation via blog, email, social media, and in-person events. The firm has no institutional ownership, no external funding, and operates FW Consulting as a wholly owned division providing fiscal agent and DHFS-related services since 2004.

Name

Wegner CPAs

Legal name

Wegner CPAs, LLP

Website

https://wegnercpas.com

Company type

Private

Founded year

1949

Operating status

Operating

Headcount range

101–250 employees

Short description

Wegner CPAs is a Wisconsin-based full-service accounting firm serving non-profits, associations, construction, manufacturing, cooperatives, and other industries with audit, tax, advisory, and outsourced accounting services across seven offices in WI, NY, and DC.

Ownership category

akta.pro rank

Headquarters

HQ city

Baraboo

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit and Assurance Services: Audit and assurance engagements including financial audits, compliance audits, employee benefit plan audits, single audits, Form 990 preparation, and agreed-upon procedures for businesses and nonprofits.
2. Tax Planning and Compliance: Federal, state, and local tax planning services; business tax; personal tax planning; international tax; IRS representation; state and local tax advisory.
3. Outsourced Accounting and Advisory: Comprehensive and scalable outsourced accounting services including cloud-based accounting software implementation, controller-level services, and financial advisory.
4. Advisory Services: Consulting including bank/lender financing services, business planning, business valuations, mergers and acquisitions, and non-profit advisory.
5. Recruiting Services: In-depth recruiting expertise enabling clients to make informed hiring decisions.
6. FW Consulting (Fiscal Agent Services): Fiscal agent services operating as a division of Wegner CPAs, supporting clients with DHFS-related financial services.
7. CPE Training and Certification Programs: Continuing professional education programs including the CNAP certification course ($750 per person) and single audit readiness webinars ($99 per session), generating CPE credit revenue.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Wegner CPAs is a full-service CPA firm providing industry-focused accounting, audit and assurance, tax planning and compliance, outsourced accounting, and advisory services to businesses, nonprofits, and associations. It also delivers recruiting services, fiscal agent services via its FW Consulting division, and CPE training programs including the CNAP certification. Service delivery is supported by implementation of cloud-based accounting technologies such as Sage Intacct, QuickBooks Online, Bill.com, Nexonia, and Expensify.

Product overview

Wegner CPAs is a full-service accounting firm (not a software product company) offering a unified suite of professional services including Advisory Services, Audit and Assurance, Outsourced Accounting, Tax Planning and Compliance, and Recruiting. The firm also operates FW Consulting as a division providing fiscal agent services. Wegner CPAs implements and recommends cloud-based accounting technology solutions (primarily Sage Intacct, QuickBooks Online, and QuickBooks Desktop) as part of their outsourced accounting services, typically supplemented with third-party applications for accounts payable (Bill.com), expense reporting (Nexonia, Expensify), and time tracking.

Differentiator

Problem solved

Functional benefit

Brands

• FW Consulting: A division of Wegner CPAs providing fiscal agent services, operating since 2004

Products and services

• Audit and Assurance Industry-focused audit and assurance solutions including financial audits, compliance audits, employee benefit plan audits, Form 990 preparation, agreed-upon procedures, and remote audit capabilities for businesses, nonprofits, and associations.
• Tax Planning and Compliance Federal, state, and local tax planning services and proactive support to minimize tax liability, including business tax, personal tax planning, state and local tax, international tax, and IRS representation.
• Advisory Services Tailored consulting services to help grow business or nonprofit organizations, including bank/lender financing services, business planning, business valuations, and mergers and acquisitions.
• Outsourced Accounting Comprehensive and scalable accounting and advisory services including cloud-based accounting software implementation (Sage Intacct, QuickBooks Online), controller-level services, and financial advisory for clients needing full-stack outsourced accounting.
• Recruiting In-depth recruiting expertise that enables clients to make informed hiring decisions across accounting and finance roles.
• FW Consulting (Fiscal Agent Services) A division of Wegner CPAs (operating since 2004) providing fiscal agent services for DHFS clients, including a dedicated client portal and resources.
• Certified Nonprofit Accounting Professional (CNAP) Course A proprietary certification course offered by Wegner CPAs covering nonprofit accounting, financial reporting, internal controls, budget development, and governance; awards 16 CPE credit hours and a recognized industry credential at $750 per person.

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• FW ConsultingcoreOthersFW Consulting operates as a division of Wegner CPAs since 2004, providing fiscal agent services, DHFS-related financial services, and client portal resources. It leverages the expertise and resources of the full-service tax, audit, and accounting firm.
• Sage IntacctcoreTechnology or IntegrationWegner CPAs recommends and implements Sage Intacct cloud-based accounting software for clients, particularly those requiring complex reporting, growth scaling, and custom workflows. Sage Intacct is described as the most popular accounting software among Wegner CPAs clients.
• Lion Tree GroupminorOthersWebsite design partner responsible for the design and development of the Wegner CPAs website.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wipfli: Top-20 US accounting and advisory firm headquartered in Wisconsin with deep nonprofit, manufacturing, and construction industry practices. Closest comparable in size, geography, and industry vertical mix — both serve Wisconsin-based mid-market and nonprofit clients with audit, tax, and outsourced accounting services.
• Baker Tilly: Major US accounting firm with Wisconsin roots, a strong nonprofit practice, and broad industry verticals including construction, manufacturing, and real estate. Direct competitor for nonprofit audit work and a likely acquirer/partner for similar-sized regional CPA firms.
• Plante Moran: Top-15 US accounting firm based in Michigan with comparable Midwest roots, serving closely-held businesses, nonprofits, and manufacturing clients. Comparable size, vertical mix, and full-service audit/tax/advisory model.
• Marcum LLP: Top-20 US accounting firm with strong nonprofit and closely-held business practices formed through regional rollups. Comparable vertical mix and growth-via-acquisition trajectory.

Broad incumbents

• Clifton Larson Allen (CLA): Top-10 US accounting firm resulting from multiple rollups, with particularly strong nonprofit, association, and construction industry practices. Direct competitor in Wegner's flagship verticals but operating at significantly larger scale post-consolidation.
• Forvis (formerly BKD + Dixon Hughes Goodman): Top-10 US accounting firm formed by the 2022 BKD/DHG merger, with significant nonprofit, healthcare, and manufacturing practices. Competes for similar mid-market and association audit engagements at national scale.
• RSM US: Top-5 US accounting firm focused on the middle market with strong nonprofit and manufacturing practices. Represents the scaling national platform that mid-sized regional CPA firms like Wegner either compete against or partner with.
• Moss Adams: Top-15 US accounting firm headquartered in the West, serving closely-held businesses and nonprofits. Comparable mid-market focus and vertical specialization model.
• Crowe LLP: Top-10 US public accounting and consulting firm with strong manufacturing, nonprofit, and financial services practices. Competes for similar mid-market engagements with broader consulting capability.
• BDO USA: Global accounting network's US member firm with mid-market and nonprofit practices. Represents the larger-scale competitor that absorbs mid-sized regional CPA firms through M&A and organic growth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCxyUqM1CKLQGxiVCcJLnpXg
• Facebookfacebook.com/wegnercpas
• LinkedInlinkedin.com/company/wegnercpas
• Instagraminstagram.com/wegnercpas
• Xx.com/wegnercpas

Revenue estimate

Valuation estimate

Number of profiles

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 Wegner CPAs