Wilkinson & Company

What Wilkinson & Company does

Wilkinson & Company is a Canadian chartered professional accountant (CPA) firm operating as a limited liability partnership (LLP), headquartered in Eastern Ontario. Founded in the 1960s (firmographics indicate 1964; an internal company timeline references 1983), the firm operates from three offices located in Trenton, Belleville, and Kingston. With 51-100 employees and 15+ named partners, the firm delivers audit, tax, advisory, and accounting services to individuals, owner-managed businesses, not-for-profits, and municipalities. Its practice spans 11+ industry verticals, including agriculture, construction, healthcare, manufacturing, real estate, and the public sector, indicating a deliberate strategy to diversify revenue across SMB and institutional client segments.

The firm's core offerings are organized around traditional CPA services (audits, tax preparation, bookkeeping, financial statements), business advisory (succession planning, business valuations, M&A consulting), and personal financial services delivered through a dedicated sub-brand. The business model is engagement-based fee-for-service billing, which is standard for the professional services industry; revenue mechanics are tied to billable hours and project fees rather than recurring subscriptions. The firm's technology stack is modest: a ShareFile-based client portal launched in 2018 for secure document exchange, and online financial calculators deployed as client engagement and lead-generation tools. There is no disclosed proprietary technology platform, no software product line, and no AI/ML capability.

Recent strategic activity includes the 2017 Belleville office opening, the 2018 ShareFile portal launch, the retirement of partner Dan Dickinson in 2021, and the admission of Heidi Nemish as partner in 2024. The firm shows long partner and staff tenure (one career example spans 38 years), suggesting strong institutional continuity. As a private LLP, Wilkinson & Company does not disclose revenue, funding, or headcount changes, which limits external visibility into its financial trajectory. Its strategic posture is best characterized as a stable regional professional services firm pursuing incremental organic growth through partner admissions, modest technology investment, and selective product extension into adjacent financial services, rather than aggressive expansion, M&A, or technology differentiation.

Name

Wilkinson & Company

Legal name

Wilkinson & Company LLP

Website

https://wilkinson.net

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

101–250 employees

Short description

Wilkinson & Company is a Canadian regional CPA firm operating as an LLP with 51-100 employees across three Eastern Ontario offices (Trenton, Belleville, Kingston), providing audit, tax, advisory, and accounting services to individuals, owner-managed businesses, not-for-profits, and municipalities across 11+ industries.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Insurance Agencies and Brokerages (52421), Management Consulting Services (54161)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Services (8741)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Chartered professional accounting
• Tax planning services
• Business advisory services
• Forensic accounting
• Assurance and compliance

Headquarters

HQ city

Belleville

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting, Tax & Assurance Engagements: Recurring and project-based fees from core CPA services including accounting/reporting/financial statements, assurance & compliance, bookkeeping, tax planning & compliance, business valuations, forensic/investigative accounting, and HR Solutions. Engagement-letter based, with annual representation letters confirming privacy consent and ongoing service relationships.
2. Business & Advisory / Succession & Estate Planning: Higher-value advisory engagements covering business planning, business advisory, estate planning, succession planning, and business valuations — sold as add-on or standalone advisory projects to existing and new clients.
3. Wilkinson Financial Services: In-house financial services group delivering investment, retirement, and wealth-related advice — operating as a complementary revenue stream to core tax and assurance engagements.
4. Recurring Annual Tax Compliance & Planning Fees: Recurring annual engagements (personal and corporate tax filings, T4/T4A reporting, GST/HST remittance support, trust reporting, year-end tax planning) producing predictable recurring work tied to Canadian tax calendar deadlines.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels10 records

Core offering

Wilkinson & Company LLP is a chartered professional accounting firm operating three offices across Eastern Ontario in Kingston, Belleville, and Trenton. The firm delivers a full suite of professional services including accounting, tax planning, assurance, business advisory, forensic accounting, HR consulting, and wealth management to businesses, public-sector organizations, and individuals.

Product overview

Wilkinson & Company LLP operates as a multi-office chartered professional accounting firm rather than a software platform; its offering is a portfolio of professional service lines delivered through three Ontario offices (Kingston, Belleville, Trenton) and organized as a single firm-wide practice with a dedicated Tax Group, Forensic & Investigative Group, HR Solutions team, and Wilkinson Financial Group. The core offerings — Accounting, Reporting & Financial Statements; Assurance & Compliance; Bookkeeping; Tax Planning & Compliance — sit alongside specialty services (Forensic & Investigative Accounting, Business Valuations) and advisory services (Business & Advisory Services, Business Planning, Estate Planning, Succession Planning, Human Resources Solutions, Wilkinson Financial Services). Client deliverables are augmented by online tools including ShareFile-powered secure client upload, a suite of investment/retirement/lease calculators, downloadable annual Personal Tax Checklists, an Underused Housing Tax Reference Chart, and recurring Tax Tips and Traps newsletters and Tax Bulletins.

Differentiator

Problem solved

Functional benefit

Brands

• Wilkinson Financial Services: Financial services offered as a distinct service line of the firm, with a dedicated Wilkinson Financial Group team.

Products and services

• Tax Services Corporate and personal tax preparation, planning, and filing support for businesses and individuals across Eastern Ontario.
• Assurance Services Audit and assurance engagements for owner-managed businesses, dealerships, manufacturers, and public-sector MUSH entities.
• Business Advisory Strategic and operational advisory for businesses at the start-up, expansion, or transition stage, including succession planning.
• Forensic Accounting Forensic accounting and litigation-support services, typically engaged in disputes, fraud investigations, or valuation matters.
• HR Consulting Human resources advisory for owner-managed businesses, complementing the firm's core accounting and tax offerings.
• Wealth Management Personal financial planning and wealth management services supporting retirement, estate, and life-stage transitions.
• Business Valuations Business valuation services for transactions, succession planning, and dispute resolution.
• Estate Planning Estate and succession planning services for individuals and business owners.
• Bookkeeping Ongoing bookkeeping and accounting support for small and mid-sized business clients.

Quantifiable outcome

• $100,000/year raised for children in need via Rotary Loves Kids Golf Tournament organized by partner Dan Dickinson since 2003
• +2 more outcomes

Named customers3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature6 records

Partnerships

Twelve partnerships are on record, tiered minor and core.

• Greater Kingston Chamber of CommerceminorGTM or Marketing Partner · 19 September 2018Co-presented an educational seminar "Cannabis in the Workplace" with Wilkinson & Co. LLP (facilitator Tracey Starrett, M.Ed, CHRL). The seminar covered HR impacts of cannabis legalization for employers and best practices for workplace policies. Distributed via Chamber registration link.
• Rotary Club of Belleville (and Rotary Loves Kids Golf Tournament)minorGTM or Marketing PartnerPartner Dan Dickinson served as Rotary president (2000-01) and has been treasurer of the Rotary Loves Kids Golf Tournament since 2003, organizing annual tournaments that generate an average of $100,000/year to help children in need.
• Bank of Montreal (BMO)minorOthersSet up as a payment institution for Wilkinson & Company LLP online invoice payments. Clients use 'Wilkinson & Company LLP' as the company and their invoice account # as the vendor account # when paying via BMO online banking.
• Royal Bank of Canada (RBC)minorOthersSet up as a payment institution for Wilkinson & Company LLP online invoice payments. Clients use 'Wilkinson & Company LLP' as the company and their invoice account # as the vendor account # when paying via RBC online banking.
• Canadian Imperial Bank of Commerce (CIBC)minorOthersSet up as a payment institution for Wilkinson & Company LLP online invoice payments. Clients use 'Wilkinson & Company LLP' as the company and their invoice account # as the vendor account # when paying via CIBC online banking.
• Toronto Dominion (TD)minorOthersSet up as a payment institution for Wilkinson & Company LLP online invoice payments. Clients use 'Wilkinson & Company LLP' as the company and their invoice account # as the vendor account # when paying via TD online banking.
• ScotiabankminorOthersSet up as a payment institution for Wilkinson & Company LLP online invoice payments. Clients use 'Wilkinson & Company LLP' as the company and their invoice account # as the vendor account # when paying via Scotiabank online banking.
• Credit Unions (Canadian credit union network)minorOthersSet up as a payment institution for Wilkinson & Company LLP online invoice payments. Clients use 'Wilkinson & Company LLP' as the company and their invoice account # as the vendor account # when paying via credit union online banking.
• Citrix ShareFile (wilkinsonandcompanyllp.sharefile.com)coreTechnology or IntegrationClient Upload portal powered by ShareFile at wilkinsonandcompanyllp.sharefile.com/share/filedrop, enabling secure document exchange between clients and the firm across tax and engagement workflows.
• CPA Ontario (Chartered Professional Accountants of Ontario)minorOthersProfessional body referenced on wilkinson.net/resources/websites for staff designations, CPE, and professional standards compliance. The firm operates under CPA Ontario regulatory oversight.
• Canada Revenue Agency (CRA)coreOthersGovernment tax authority with whom the firm interacts daily on behalf of clients for filings, audits, and tax relief programs (e.g., COVID relief, CEBA, CRA mandatory e-payments over $10K, etc.). External reference link posted on wilkinson.net/resources/websites.
• Aliado Marketing GroupminorImplementation/ SI/ Consulting PartnerWebsite design and maintenance partner. Footer of wilkinson.net reads "Website Designed & Maintained by Aliadomarketing.com" (aliadomarketing.com).

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• MNP LLP: One of Canada's largest mid-tier accounting and business advisory firms with deep regional coverage across provinces including Ontario. Most directly comparable to Wilkinson as a Canadian-focused firm offering audit, tax, advisory, and specialty services to mid-market and public-sector clients.
• Baker Tilly Canada: Canadian mid-tier accounting network with strong regional offices across Ontario serving SMB, public-sector, and NFP clients. Closely comparable to Wilkinson in size, positioning, and industry verticals served.
• Welch LLP: Ottawa-headquartered mid-size Canadian CPA firm offering audit, tax, advisory, and valuations to owner-managed businesses, public sector, and NFPs. Closely comparable to Wilkinson in scale, geography (Eastern Ontario), and service mix.
• Smythe LLP: Mid-sized BC-based chartered accountancy firm offering audit, tax, advisory, and forensic services to private and public-sector clients. Comparable to Wilkinson in size, full-service offering, and niche specialty groups (forensic, valuation).
• Crowe Soberman LLP: Toronto-based mid-tier CPA firm providing audit, tax, advisory, and specialty services (forensic, valuation, HR advisory) to mid-market and high-net-worth clients. Comparable in specialty depth and full-service model.
• Manning Elliott LLP: Vancouver-based mid-sized chartered accountancy firm serving owner-managed businesses, public companies, and NFPs across multiple industries. Comparable in size, service mix, and vertical-specialized approach.

Broad incumbents

• BDO Canada: National Canadian arm of BDO Global providing audit, tax, and advisory to mid-market and public-sector clients. Overlaps with Wilkinson's industry verticals (MUSH, NFP, manufacturing) at a much larger scale across Ontario.
• Grant Thornton Canada: National mid-tier accounting firm in Canada with strong owner-managed business and public-sector practice. Competes directly with Wilkinson for mid-market audit, tax, and advisory engagements across Ontario.
• RSM Canada: National mid-tier firm focused on middle-market companies. Comparable to Wilkinson in target client segment and service mix (audit, tax, advisory, valuations), with broader geographic reach.
• KPMG Canada: Big 4 firm with significant Eastern Ontario presence (Kingston office) competing for larger mid-market, public-sector, and institutional audit and advisory engagements that Wilkinson also targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/WilkinsonAndCompanyLLP
• LinkedInca.linkedin.com/company/wilkinson-&-company-llp
• Instagraminstagram.com/wilkinsonandcompanyllp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Wilkinson & Company