What Meaden & Moore does

Meaden & Moore is an independent accounting and advisory firm founded in 1919 and headquartered in Cleveland, Ohio, with 250+ professionals operating across 19 offices in the United States, the United Kingdom, and Canada. The firm is organized around five core service lines: Advisory & Consulting (including transaction advisory, business valuation, data analytics, ERP consulting, entrepreneurial services, and talent development), Audit & Assurance (with ESOP, benefit plan, and international audit specializations), Investigative & Forensic Accounting (litigation support, fraud investigation, builder's risk, catastrophe response, cyber risk, product recall, and insurance claims services), Tax Services (corporate, international, personal, state and local, and R&D tax credits), and the Wealth Center (tax, estate, insurance, investment, retirement, and succession planning). The firm targets privately held businesses and individuals across 15+ industry verticals including construction, manufacturing, insurance, private equity, healthcare, hospitality, and technology, with named clients such as Crawford & Company, Garland Industries, the Columbus Blue Jackets, and Speedeon Data.

The firm operates on a fee-for-service professional services model with custom engagement-based pricing; recurring revenue comes from audit/tax compliance work, while project-based engagements drive advisory, forensic, and transaction work. Go-to-market is partner-led and relationship-driven, supported by an in-house marketing program spanning four content blogs, email newsletters, CE courses/webinars, events, and community sponsorships. Technology infrastructure consists of standard accounting/audit/tax platforms, HubSpot CRM, PayTrace online payments, and a SyncShow-built website. The firm holds FINRA-registered securities and advisory affiliations through Cetera and Avantax to support Wealth Center investment services, and is a member of AGN International for cross-border matters.

Strategic expansion to date has been measured: the only disclosed M&A event is the September 2021 acquisition of Long Cook & Samsa, which added 20+ professionals to the Wooster office. The firm has accumulated multiple industry recognitions (Forbes Best-In-State CPAs 2025, IPA Best of the Best, ClearlyRated Best of Accounting, Top Workplaces 2025, and Gallagher Best-in-Class Employer since 2017), reflecting sustained cultural and client-service investment alongside its century-old operating history.

Name

Meaden & Moore

Legal name

Meaden & Moore Ltd.

Website

https://meadenmoore.com

Company type

Private

Founded year

1919

Operating status

Operating

Headcount range

251–500 employees

Short description

Meaden & Moore is an independent accounting and advisory firm founded in 1919, with 250+ professionals across 19 US, UK, and Canada offices, serving privately held businesses and individuals through audit, tax, forensic accounting, advisory, and wealth management services.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Management, Scientific, and Technical Consulting Services (5416)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Fairness Opinions & Independent Financial Advice (BPAHAOAF), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Accounting services
• Audit assurance
• Tax compliance
• Forensic accounting
• Wealth management

Headquarters

HQ city

Cleveland

HQ country

United States

HQ region

North America

Offices19 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit & Assurance Services: Full audit, review, compilation, and attest services billed on professional service engagements. Core recurring service line for businesses.
2. Tax Compliance & Planning: Tax filing, tax planning, and compliance services for corporate, personal, international, and state/local tax matters. Mix of recurring compliance work and project-based planning engagements.
3. Business Consulting & Advisory: Strategic consulting, M&A advisory, transaction advisory, business valuation, ERP consulting, talent development. Project-based and episodic engagements.
4. Investigative & Forensic Accounting: Forensic accounting, litigation support, insurance claim evaluations, catastrophe response, fraud investigation. Typically project-based engagements tied to legal or insurance events.
5. Wealth Management & Advisory: Wealth Center services including tax planning, estate planning, investment planning, retirement planning, and succession planning. Ongoing advisory relationships.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Meaden & Moore is an independent accounting and advisory firm delivering professional services across five core lines: Advisory & Consulting (transaction advisory, business valuation, ERP consulting, data analytics), Audit & Assurance (including ESOP and benefit plan auditing), Investigative & Forensic Accounting (litigation support, fraud investigation, insurance claim evaluations, catastrophe response), Tax Services (corporate, international, personal, state/local), and a Wealth Center (tax, estate, investment, retirement, and succession planning). The firm serves privately held businesses, PE-backed companies, and high-net-worth individuals across 15+ industry verticals.

Product overview

Meaden & Moore is an independent accounting and advisory firm offering a comprehensive portfolio of professional services organized into five core service lines: Advisory & Consulting (including transaction advisory, data analytics, ERP consulting, and talent development), Audit & Assurance (with ESOP and benefit plan specializations), Investigative & Forensic Accounting (litigation support, fraud investigation, insurance claims), Tax Services (corporate, international, personal, and state/local tax), and a Wealth Center (wealth management, estate planning, succession planning). The firm serves diverse industries including construction, manufacturing, technology, insurance, healthcare, and not-for-profit organizations. The firm does not offer a unified software product but rather delivers these services through professional engagements with a team of more than 250 professionals across multiple U.S. and international locations.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth Center: Wealth management and advisory services including tax planning, estate planning, insurance planning, investment planning, retirement planning, and succession planning.
• Forensic Edge

Products and services

• Advisory & Consulting Strategic consulting and advisory services for businesses, covering corporate financial planning, acquisitions, divestitures, expansion financing, transaction advisory, business valuation, data analytics, ERP consulting, entrepreneurial accounting, and talent development.
• Audit & Assurance Full audit, review, compilation, and attest services for businesses, including specialized benefit plan auditing, ESOP auditing, and international audit and assurance services.
• Investigative & Forensic Accounting Insurance claim evaluations, litigation support, fraud investigation, builder's risk claims, cyber risk assessment, catastrophe response, energy and power generation losses, product recall claims, and other forensic accounting services delivered to insurance carriers, independent adjusters, and legal counsel.
• Tax Services Tax planning and compliance services for privately held businesses and individuals, including corporate tax, international tax, personal tax, state and local tax, and research and development tax credit identification.
• Wealth Center Wealth management and financial planning services for high-net-worth individuals and business owners, covering tax planning, estate and gift planning, insurance and risk planning, investment planning, retirement planning, and succession planning.
• Transaction Advisory & Business Valuation M&A and divestiture advisory, buy-side and sell-side due diligence, and business valuation services for clients evaluating transactions.
• Data Analytics & Business Intelligence Data-driven insights and analytics advisory to help businesses make decisions based on financial and operational data.
• ERP Consulting Enterprise Resource Planning consulting to help businesses select, implement, and optimize ERP systems.
• Employee Stock Ownership Plan (ESOP) Services ESOP consulting, administration, and audit services supporting business succession and employee ownership transitions.
• Insurance Claims & Loss Services Forensic accounting and claims evaluation services for insurance carriers and independent adjusters across multiple loss categories.
• Litigation Support Expert witness and litigation support services for legal proceedings and disputes.
• Fraud & Forensic Services Fraud investigation and forensic accounting services to detect and quantify financial fraud.
• Cyber Risk Services Cybersecurity risk assessment and consulting services.

Quantifiable outcome

• Client satisfaction measured through Net Promoter Score (NPS) surveys.
• +1 more outcomes

Named customers4 records

Segments12 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Long Cook & SamsacoreStrategic or Co-development Partner · 2 September 2021In September 2021, Meaden & Moore acquired Long Cook & Samsa, expanding its Wooster office by adding 20+ professionals. The acquisition broadened services in accounting, tax, and business advisory across regional industries.
• AGN InternationalcoreStrategic or Co-development PartnerMeaden & Moore is a member of AGN International, a global association of accounting and advisory firms. AGN International provides a network for international consulting, cross-border advisory services, and knowledge sharing across member firms worldwide.
• SyncShowminorImplementation/ SI/ Consulting PartnerSyncShow developed and maintains the Meaden & Moore website (credited in the footer of meadenmoore.com).

Scale indicators5 records

Recent moves3 records

Expansion highlights5 records

Direct peers

• Marcum LLP: Top-20 US accounting and advisory firm providing audit, tax, advisory, and wealth services to mid-market companies. Comparable in size, service breadth, and target client segments.
• Crowe LLP: Major US accounting, consulting, and technology firm with audit, tax, advisory, and risk consulting practices serving mid-market and enterprise clients. Comparable in scale and service breadth.
• Plante Moran: One of the largest US accounting, tax, and advisory firms with a Midwest heritage and a similarly broad multi-vertical service portfolio including audit, tax, consulting, and wealth management. Comparable in scale and operating model to Meaden & Moore.
• GBQ Partners: Ohio-based accounting and business consulting firm offering audit, tax, advisory, and transaction services. Direct regional peer competing in overlapping industries and service lines.
• Eide Bailly LLP: Top-25 US accounting and business advisory firm with a multi-office regional footprint and similar service mix including audit, tax, transaction advisory, and wealth management.
• Wipfli LLP: Mid-market-focused accounting, tax, and advisory firm with vertical specialization and a regional multi-office footprint. Closely comparable business model and target market to Meaden & Moore.
• Cohen & Company: Cleveland-headquartered accounting and advisory firm with audit, tax, transaction advisory, and wealth management offerings serving closely aligned industries. Direct geographic and service-line competitor.
• Boeckermann Grafstrom + Mayer (BGM): Mid-sized accounting and advisory firm combining former Skoda Minotti with regional peers, offering audit, tax, advisory, and wealth management services to similar mid-market and HNW clients.

Regional players

• Rea & Associates: Ohio-headquartered accounting and business advisory firm serving closely overlapping industries (construction, manufacturing, not-for-profit) with a similar mid-market client focus. Strong regional competitor.

Broad incumbents

• BDO USA: Top-5 global accounting network's US member firm providing audit, tax, advisory, and consulting services across all major industries. Larger incumbent competing for the same mid-market and enterprise clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/meadenmoore
• Facebookfacebook.com/meadenmoore
• LinkedInlinkedin.com/company/36378

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Meaden & Moore