Perkins & Co

What Perkins & Co does

Perkins & Co was a full-service regional accounting and advisory firm headquartered in Portland, Oregon, with a secondary office in Vancouver, Washington, serving privately held businesses, nonprofit organizations, and high-net-worth individuals across the Pacific Northwest. The firm operated for over four decades and was recognized as the largest women-owned accounting firm in Oregon & SW Washington prior to its acquisition by CliftonLarsonAllen (CLA) on July 1, 2026. Perkins served clients across 10 dedicated industry verticals — including construction, real estate, technology, food & beverage, wineries & vineyards, nonprofit, dealer services, creative services, professional services, and manufacturing & distribution — with named clients spanning enterprises (Wieden + Kennedy, Parr Lumber, Holland Partner Group, Navex Global), mid-market firms, and small businesses.

The firm's service portfolio spanned the full professional services stack: tax planning and compliance (federal, state, local, international, and expatriate), assurance and audit (including 70+ employee benefit plan audits annually), risk management and SOC reporting (SOC 1, SOC 2, SOC 3, SOC for Cybersecurity, SOC for Supply Chain), business advisory and outsourced CFO services, transaction advisory, business valuation, legacy and estate planning, and IFRS advisory. Underlying technology was a standard professional services stack — cloud-based accounting software, ShareFile-powered secure client portal, paperless workflow tools, construction-specific accounting platforms, and wine industry software integrations with WineDirect, InnoVint, Vintrace, Commerce7, ShipCompliant, OrderPort, Syft, and VinoShipper. No proprietary technology, API, or AI/ML capability was disclosed.

Perkins operated a consultative B2B professional services model with quote-based engagement pricing (no public rate cards), delivered through direct face-to-face and virtual engagements with 200+ professionals including 26 shareholders at a 1:7 or better ratio ensuring senior involvement on every engagement. The firm generated revenue through time-and-materials and fixed-fee professional services billing across its four core streams: tax services, audit/reviews/compilation, business advisory and consulting (outsourced CFO, valuation, transaction advisory, succession, risk management), and client accounting services. Marketing and demand generation relied on industry-specific content marketing, community involvement (65+ nonprofit boards, 49 professional organizations, 75+ sponsorships), industry events and webinars, social media, and a referral pipeline supported by a 9/10 client satisfaction score. Geographic reach was concentrated in the Pacific Northwest (Portland Metro and SW Washington), with international capabilities accessed through the BDO Alliance USA and BDO International networks.

Name

Perkins & Co

Legal name

Perkins & Co

Website

https://perkinsaccounting.com

Company type

Private

Founded year

1986

Operating status

Acquired

Headcount range

101–250 employees

Short description

Perkins & Co was a Portland, Oregon-based full-service accounting and advisory firm serving privately held businesses, nonprofits, and individuals across 10 industry verticals in the Pacific Northwest, offering tax, audit, advisory, and outsourced CFO services before its July 2026 acquisition by CliftonLarsonAllen.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Public accounting services
• Tax advisory
• Audit services
• Business advisory
• Accounting firm

Headquarters

HQ city

Portland

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

Revenue model

1. Tax Services: Tax planning, compliance, and preparation services for businesses and individuals including federal, state, local, and international tax matters
2. Audit, Reviews & Compilation Services: Assurance services including financial statement audits, reviews, compilations, and employee benefit plan audits
3. Business Advisory & Consulting: Advisory services including outsourced CFO, business valuation, transaction advisory, succession planning, and risk management
4. Client Accounting Services: Ongoing bookkeeping, accounting, and financial reporting services

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Perkins & Co is a Portland, Oregon-based professional accounting firm offering tax, audit, advisory, and accounting services to clients across multiple industries. The firm delivers traditional public accounting and business advisory services to organizations.

Product overview

Perkins & Co is a full-service regional accounting firm offering a comprehensive portfolio of professional services rather than a unified software product. The core service offering spans tax services (federal, state/local, international, expatriate), assurance and audit services, risk management and SOC reporting, business advisory and outsourced CFO services, transaction advisory and business valuation, and legacy/estate planning. These services are delivered across 10 industry-specific practice groups (Construction, Creative Services, Dealer Services, Food & Beverage, Manufacturing & Distribution, Nonprofit, Professional Services, Real Estate, Technology, and Wineries & Vineyards) with specialized expertise in each sector. The firm emphasizes its low shareholder-to-staff ratio (1:7 or lower) ensuring senior-level attention, and its alliance with BDO USA for expanded resources and international reach.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation, planning, and compliance services for businesses and organizations.
• Audit Services Financial statement audit and assurance services for organizations.
• Business Advisory Advisory and consulting services spanning multiple industries.
• Accounting Services Outsourced and managed accounting services for organizations.

Quantifiable outcome

• 9/10 Client Satisfaction Score with 74% giving 9+ rating
• +4 more outcomes

Named customers17 records

Segments10 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Partnerships

Seven partnerships are on record, tiered core and standard.

• BDO Alliance USAcoreStrategic or Co-development PartnerIndependent member of BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms. Enables expansion of services through shared resources, technical assistance, and worldwide connections while maintaining local autonomy and client relationships.
• BDO InternationalcoreStrategic or Co-development PartnerAccess to BDO International's network of 1,000+ member firm offices in more than 120 countries worldwide for international tax services and compliance needs.
• American Institute of Certified Public Accountants (AICPA)standardOthersProfessional membership organization providing current resources, updates, and standards for CPA profession. Membership provides access to technical and ethical standards, continuing education, and advocacy.
• AICPA Employee Benefit Plans Audit Quality Center (EBPAQC)coreOthersMembership holds firm to highest standards in specialized EBP audit practice. Perkins shareholder Jennifer Elder serves on AICPA Technical Standards Subcommittee.
• Financial Consulting Group (FCG)coreStrategic or Co-development PartnerLeading organization of business valuation and financial consulting firms in the U.S.; invitation-only membership providing technical assistance, tools, education, and events.
• BDO Institute for Nonprofit ExcellencecoreStrategic or Co-development PartnerComprehensive network of nonprofit specialists providing technical knowledge, second opinions, and innovative business strategies for tax-exempt organizations.
• Microsoft Supplier Data Protection Requirements (DPR)standardTechnology or IntegrationProvides Service Organization Control (SOC) reports including agreed-upon services attestation for Microsoft SSPA Program compliance.

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• BDO USA: Top-tier US accounting firm and steward of the BDO Alliance USA that Perkins belonged to pre-acquisition. Highly comparable in service mix and industry specialization, with global reach through BDO International.
• CliftonLarsonAllen (CLA): Acquirer of Perkins and an IPA 100 firm with $2.05B FY24 revenue. A broad incumbent whose national platform now subsumes Perkins's regional specialty practice — the relevant benchmark for Perkins's post-deal trajectory and service breadth.
• FORVIS (formerly BKD & Dixon Hughes Goodman): Top-10 US accounting firm formed from recent mergers, with strong regional accounting practices and a national advisory footprint — a relevant benchmark for the kind of scaled platform Perkins is joining via CLA.
• Cherry Bekaert LLP: Mid-Atlantic-rooted Top-25 US accounting and advisory firm serving closely aligned verticals (construction, real estate, manufacturing, government, nonprofit) — a comparable mid-to-upper-tier peer with similar industry specialization depth.

Direct peers

• Moss Adams LLP: Largest West Coast-based accounting, tax, and consulting firm, with a substantial Portland and Seattle presence. Directly comparable in size, regional focus, and industry specialization (construction, real estate, food & beverage, manufacturing, nonprofit) — and a natural alternative for clients and talent post-Perkins/CLA combination.
• Clark Nuber PS: Seattle-based CPA and consulting firm specializing in nonprofit, healthcare, and professional services — a Pacific Northwest peer that joined BDO USA in 2018, providing a useful precedent for the Perkins–CLA integration path.
• Aldrich CPAs + Advisors: Pacific Northwest-headquartered CPA and advisory firm serving closely aligned verticals — construction, real estate, nonprofit, manufacturing, and food & beverage. Comparable in scale (~200+ professionals) and full-lifecycle advisory positioning.
• Geffen Mesher & Co. Portland-based full-service accounting and business advisory firm with similar service mix (tax, audit, outsourced CFO, transaction advisory) and a comparable Pacific Northwest client base across construction, real estate, manufacturing, and professional services.

Regional players

• Peterson Sullivan LLP: Seattle-based regional CPA firm (merged with FORVIS in 2023) serving construction, real estate, healthcare, and professional services — a Pacific Northwest peer whose recent consolidation trajectory mirrors Perkins's.
• Windes: California-based regional accounting and advisory firm serving closely aligned West Coast verticals — construction, real estate, manufacturing, and nonprofit. Comparable mid-tier positioning and specialty practice depth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PerkinsCo
• LinkedInlinkedin.com/company/perkins-&-co
• Instagraminstagram.com/perkinscopdx
• Xx.com/perkinsco

Compliance9 records

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&A1 record

Investments

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

Frequently asked questions about Perkins & Co