What Windham Brannon does

Windham Brannon, LLC is a privately-held Certified Public Accounting and advisory firm founded in 1957 and headquartered in Atlanta, Georgia, with additional offices in Chattanooga, Tennessee and Mumbai, India. The firm operates three core service divisions — Assurance (employee benefit plan audits, financial assurance, and SOC 1/2/3 reporting), Tax (business tax, individual/high-net-worth tax, international tax covering 70+ countries, state and local tax, and tax controversy), and Advisory (business valuation, fractional CFO support, healthcare consulting, litigation services, outsourced accounting, risk advisory, sell-side advisory, and transaction advisory). It delivers these through dedicated practice leaders and credentialed professionals, organized around 10 industry verticals including construction, healthcare, not-for-profit, private equity, manufacturing & distribution, real estate, restaurants, technology, ESOP, and professional services.

The firm leverages industry-standard accounting and compliance platforms, including AICPA Trust Services Criteria for SOC examinations and major third-party accounting software (Sage Intacct, QuickBooks, Yardi, Oracle NetSuite), with selective use of AI/ML within its healthcare consulting practice for revenue cycle optimization. Its international capability is delivered through memberships in the Abacus and AGN International accounting networks rather than through proprietary technology. Windham Brannon generates revenue through fee-based professional services engagements priced per project scope, with multi-year contracts typical; pricing is not publicly disclosed.

Go-to-market is sales-led and relationship-driven: the firm relies on direct client engagement at its offices, website contact funnels, content marketing (The WB Wire newsletter, blog, webinars), and participation in industry conferences such as the NYU Tax Controversy Forum and the Smart Business Dealmakers Conference. Leadership is anchored by CEO and Managing Partner Heidi LaMarca, with named Principals leading each major practice. The firm positions itself as a middle-market and high-net-worth alternative to Big Four firms, with no external private equity or venture ownership indicated in source materials.

Name

Windham Brannon

Legal name

Windham Brannon, LLC

Website

https://windhambrannon.com

Company type

Private

Founded year

1957

Operating status

Operating

Headcount range

101–250 employees

Short description

Windham Brannon is a privately-held Atlanta-based CPA and advisory firm founded in 1957, serving middle-market businesses, nonprofits, and high-net-worth individuals across 10 industries through assurance, tax, and advisory services, with international tax reach spanning 70+ countries.

Ownership category

akta.pro rank

Product category

Accounting, Tax and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Services (8741)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Audit and assurance services
• Tax planning services
• Advisory services
• SOC reporting
• Business valuation

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Windham Brannon generates revenue through fee-based professional services including advisory, assurance, tax, and consulting engagements. Services are provided to middle-market businesses, nonprofit institutions, and high net worth individuals.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Windham Brannon is a Certified Public Accounting (CPA) firm providing audit/assurance, tax, and advisory services to middle-market businesses, nonprofit institutions, high-net-worth individuals, and family offices across nine industry verticals. Services range from financial statement audits and SOC reporting to tax planning, business valuation, healthcare consulting, and transaction advisory.

Product overview

Windham Brannon is a Certified Public Accounting (CPA) firm offering a comprehensive portfolio of advisory, assurance, tax, and international services. The firm's service lines include three core divisions: Assurance Services (Employee Benefit Plan Audits, Financial Assurance, and SOC Reporting), Tax Services (Business Tax, Individual and High Net Worth Tax, International Tax, State and Local Tax, and Tax Controversy), and Advisory Services (Business Valuation, CFO & Financial Leadership Support, Healthcare Consulting, Healthcare Compliance & Litigation, Litigation Services, Outsourced Accounting & Advisory, Risk Advisory, Sell-Side Advisory, and Transaction Advisory). These services are designed for middle-market businesses, nonprofit institutions, high-net-worth individuals, and family offices across industries including construction, healthcare, manufacturing, not-for-profit, private equity, professional services, real estate, restaurants, and technology.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefit Plan Audit Compliance-focused audits for 401(k) plans, 403(b) plans, 11-K filings, profit-sharing plans, ESOPs, health and welfare plans, and defined benefit pension plans performed in full compliance with ERISA and the Department of Labor.
• Financial Assurance Financial statement audits providing the highest level of assurance to lenders and stakeholders regarding a company's financial position, including internal control improvement recommendations.
• SOC Reporting SOC readiness assessments, SOC 1, SOC 2, SOC 2 Plus, and SOC 3 examinations supporting audit and compliance requirements for service organizations.
• Business Tax Integrated business tax services including local, state, federal, and international tax expertise, strategic growth and risk advisory, and R&D tax credit optimization.
• Individual and High Net Worth Tax Tax planning and compliance services for high-net-worth individuals and families, including income, estate, and gift tax planning, and multi-state tax return preparation.
• International Tax Global tax planning, structuring, and consulting services for multinational organizations, expatriates, and foreign business operations, serving clients in over 70 countries.
• State and Local Tax (SALT) State and local tax compliance, nexus reviews, tax planning for credits and incentives, and transaction advisory support across multiple jurisdictions.
• Tax Controversy IRS and state tax controversy representation including federal and state notice response, audit representation, appeals, penalty abatements, and installment agreements.
• Business Valuation Accredited business valuation services for exit planning, financial reporting, estate planning, purchase price allocations, and divorce/marital dissolution proceedings.
• CFO & Financial Leadership Support Fractional and interim CFO/controller support providing financial oversight, strategic guidance, budgeting, forecasting, and M&A project support without full-time hiring.
• Healthcare Consulting Healthcare advisory including revenue cycle optimization using AI and machine learning, regulatory compliance, interim leadership, and price transparency services.
• Healthcare Compliance & Litigation Healthcare compliance and litigation support including fraud and abuse readiness assessments, medical coding audits, regulatory compliance audits, data analysis, valuation services, damage calculations, fraud investigations, and expert witness testimony.
• Litigation Services Forensic accounting and litigation support including damage calculations, healthcare compliance litigation, M&A transaction disputes, expert testimony, and valuation services for legal proceedings.
• Outsourced Accounting & Advisory Scalable outsourced accounting services including bookkeeping, financial reporting, cash reporting, multi-year forecasting, and audit and tax preparation support using accounting software platforms.
• Risk Advisory Risk advisory services including business process consulting, governance risk and compliance, internal audit co-sourcing and outsourcing, and SOC readiness assessments.
• Sell-Side Advisory End-to-end sell-side advisory services including tailored sale process execution, M&A readiness assessment, buyer outreach and negotiation, and transaction structuring and deal management.
• Transaction Advisory Transaction advisory services for buyers and sellers of businesses including due diligence support, deal structuring, and post-transaction integration assistance.

Segments10 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability1 record

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• 121G ConsultingcoreStrategic or Co-development Partner · 13 January 2026121G Consulting partnered with Windham Brannon Tax Advisory to release a study titled 'Domestic R&D Partner Drives Financial Savings and Benefits' detailing tax, cash-flow, and strategic advantages of conducting R&D activities within the United States. The partnership promotes U.S.-based R&D partnerships as a financially advantageous innovation model.
• AbacusminorOthersWindham Brannon is a member of Abacus, an international accounting network providing access to extensive resources globally.
• AGN InternationalminorOthersWindham Brannon is a member of AGN International, providing access to extensive resources around the globe for international client service.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BDO USA: Top-5 global accounting network with significant US middle-market practice. Competes across audit, tax, advisory, and transaction services for the same client profile.
• Wipfli LLP: Top-25 US accounting and advisory firm with broad industry coverage including healthcare and manufacturing. Competes for multi-state and larger middle-market engagements.
• Plante Moran: Large US mid-tier accounting firm serving manufacturing, healthcare, and PE clients nationally. Competes for advisory and transaction mandates that span multiple regions.
• Cherry Bekaert: Top-30 US accounting firm with national footprint serving middle-market, PE, and government clients. Competes for larger mandates that exceed Windham Brannon's geographic scale.
• Forvis: Top-10 US accounting firm formed from the merger of BKD and Dixon Hughes Goodman, with broad industry coverage and a strong healthcare practice. Competes for mid-market and healthcare engagements.

Direct peers

• Smith & Howard: Atlanta-based CPA firm with similar mid-market, nonprofit, and HNW focus. Direct competitor for tax, audit, and advisory engagements in the Southeast.
• Frazier & Deeter: Atlanta-headquartered CPA and advisory firm with a similar mid-market focus and dedicated industry practices including healthcare and private equity. Direct competitor in the Atlanta market.
• Bennett Thrasher: Atlanta-based accounting and advisory firm serving middle-market, PE, and HNW clients with tax, audit, and advisory services. Comparable size and overlapping industry verticals.
• Aprio: Atlanta-based CPA and advisory firm of comparable size, serving middle-market and PE-backed companies across audit, tax, advisory, and technology-enabled services. Direct competitor for the same Southeast client base.
• Habif, Aron & Company: Atlanta-based CPA and business advisory firm serving middle-market and family-owned businesses. Overlapping client segments in tax, audit, and advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/windhambrannon
• LinkedInlinkedin.com/company/windham-brannon
• Instagraminstagram.com/windhambrannon
• Facebookfacebook.com/windhambrannon

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

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 Windham Brannon