WebsterRogers LLP

What WebsterRogers LLP does

WebsterRogers LLP is a privately held, partner-owned accounting and consulting firm headquartered in Florence, South Carolina, founded in 1984. The firm delivers a full spectrum of professional services including tax consulting and compliance (state and local, international, estate and trust, M&A tax planning, R&D credits, cost segregation), assurance and audit (including employee benefit plan audits and peer review), business accounting and financial consulting, outsourced process solutions, specialized consulting (healthcare, litigation support, business valuations, HR, manufacturing), and individual tax preparation through its Fastrax service, with financial planning delivered via a subsidiary brand, WR Financial Advisors. Its underlying technology stack is modest: the firm relies on client portals for document exchange and secure communication, uses SafeSend Returns for electronic tax return delivery, and does not appear to operate any proprietary platforms.

WebsterRogers generates revenue through professional services fees billed on a quote-based, engagement-scoped model across six primary service streams, serving a diversified vertical mix of manufacturing/distribution, healthcare, construction/real estate, government/NFP, tourism/hospitality, auto dealerships, professional services, private equity, and agriculture/forestry clients. The go-to-market is relationship-driven, anchored by seven physical offices across South Carolina (Florence, Charleston, Columbia, Hilton Head, Myrtle Beach, Pawleys Island, and the newer Spartanburg office), supplemented by access to BDO Alliance USA's 1,500+ offices across 162+ countries for multinational engagements. Marketing is content-led, emphasizing thought leadership on tariff, trade, and tax policy topics via the firm's website and external publications such as Bloomberg Tax and Charleston Magazine.

The firm is led by CEO and Managing Partner Amy Urquhart, with senior additions including International Tax Director David Zaiken (December 2024, ex-Grant Thornton, Arthur Andersen, Weatherford) and Partner Laurence Fritz (ex-PwC) heading the Spartanburg expansion. With 140+ staff and partners, WebsterRogers positions itself as a mid-market regional firm offering the responsiveness of a local provider with the resource depth of a national network, targeting clients who require multi-jurisdictional expertise without the scale of a Big Four engagement.

Name

WebsterRogers LLP

Legal name

WebsterRogers LLP

Website

https://websterrogers.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

101–250 employees

Short description

WebsterRogers LLP is a privately held South Carolina accounting and consulting firm founded in 1984, offering tax, assurance, advisory, and outsourced services to mid-market and enterprise clients across multiple verticals from seven state offices, with international reach via BDO Alliance USA.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

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

akta.pro primary industry

Audit Management, Controls & SOX Compliance (BPAEAPAH)

Keywords

• Accounting services
• Tax consulting
• Audit assurance
• Business advisory
• Financial planning

Headquarters

HQ city

Florence

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. Tax Consulting & Compliance Services: Comprehensive tax services including state and local tax, international tax, estate and trust services, M&A tax planning, turnaround and restructuring tax services, cost segregation studies, and research and development credits.
2. Assurance Services: Audit and attest services, employee benefit plan audit services, and peer review services.
3. Accounting Services & Financial Consulting: Business accounting services and financial consulting for various industries.
4. Outsourced Process Solutions: Outsourced accounting and business process services.
5. Consulting Services: Healthcare consulting, litigation support, investigative services, business valuations, human resources services, manufacturing consulting, and services for individuals.
6. Financial Planning: Financial planning services through WR Financial Advisors (wrfasc.com).

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

WebsterRogers LLP is a South Carolina-based accounting and consulting firm providing assurance, tax, accounting, and advisory services to businesses and individuals. Core offerings include tax consulting and compliance, audit and attest services, business accounting and financial consulting, outsourced process solutions, specialized consulting, and financial planning through WR Financial Advisors. The firm serves clients across industries including manufacturing, healthcare, construction, government, hospitality, and private equity.

Product overview

WebsterRogers LLP is a South Carolina-based accounting and consulting firm offering a broad spectrum of professional services. The firm's service portfolio centers on tax consulting and compliance (including state and local tax, international tax, estate and trust, M&A tax planning, R&D credits, and cost segregation studies), assurance and audit services, and business accounting and financial consulting. The firm also provides specialized consulting services across healthcare, litigation support, business valuations, and human resources. Complementary offerings include outsourced process solutions, individual tax preparation through Fastrax, and financial planning via WR Financial Advisors. The firm uses technology tools like SafeSend Returns for secure document delivery and maintains independence as a member of the BDO Alliance USA, providing access to national and international resources while delivering personalized local service.

Differentiator

Problem solved

Functional benefit

Brands

• WR Financial Advisors: Financial planning services offered through the firm's website at wrfasc.com

Products and services

• Tax Consulting & Compliance Comprehensive tax consulting and compliance services for businesses and individuals, including state and local tax, international tax, estate and trust services, M&A tax planning, turnaround and restructuring tax services, cost segregation studies, and research and development credits.
• Individual Tax Returns (Fastrax) Tax preparation and filing services for individual taxpayers through the firm's Fastrax offering.
• Assurance Services Audit and attest services, employee benefit plan audit services, and peer review services for businesses and organizations.
• Accounting Services & Financial Consulting Business accounting services and financial consulting for clients across industries.
• Outsourced Process Solutions Outsourced accounting and business process services for clients seeking external support for finance and operations functions.
• Consulting Services Advisory services including healthcare consulting, litigation support, investigative services, business valuations, human resources services, and manufacturing consulting.
• Financial Planning (WR Financial Advisors) Financial planning and advisory services offered through WR Financial Advisors, the firm's wealth management division.

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BDO Alliance USAcoreStrategic or Co-development PartnerIndependent member of BDO Alliance USA, providing access to more than 1,500 offices in over 162 countries. This strategic alliance enables WebsterRogers to serve multinational clients, access national resources, and provide comprehensive services typically available only at larger national firms while maintaining personalized local service.

Scale indicators4 records

Recent moves6 records

Expansion highlights2 records

Broad incumbents

• RSM US LLP: Top-5 U.S. accounting firm focused on the middle market with audit, tax, and consulting services. Competes with WebsterRogers for the same mid-market clients but with national footprint and deeper consulting bench.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and consulting firm serving mid-market companies and PE-backed businesses. Comparable services (audit, tax, advisory) and comparable vertical specialization strategy.
• BDO USA: U.S. arm of BDO Global, the parent firm of the BDO Alliance USA that WebsterRogers belongs to. Provides the same tax, assurance, and advisory services to mid-market clients but at materially greater scale and brand recognition.
• Plante Moran: Top-15 U.S. accounting and business advisory firm serving middle-market companies. Overlaps with WebsterRogers in tax, audit, manufacturing, healthcare, and PE services but with broader geographic reach.
• Crowe LLP: Top-10 U.S. public accounting and consulting firm with audit, tax, advisory, and risk services for mid-market and large clients. Overlaps in assurance, tax, and consulting but operates at broader scale.
• Forvis: Top-10 U.S. accounting firm formed by the merger of BKD and Dixon Hughes Goodman, serving mid-market clients across tax, audit, and advisory. Direct competitive overlap in regional and PE-backed engagements.

Direct peers

• Cherry Bekaert LLP: Top-25 U.S. accounting and advisory firm with a strong Southeast U.S. presence. Comparable in service mix (tax, audit, advisory), mid-market focus, and regional model, making it the closest head-to-head peer for WebsterRogers.
• Eide Bailly LLP: Top-25 U.S. regional accounting firm with similar size tier and full-service tax, audit, and advisory offerings. Closely comparable in mid-market positioning and vertical specialization.
• Wipfli LLP: Top-25 U.S. accounting and advisory firm focused on mid-market clients with tax, audit, outsourcing, and consulting services. Similar scale and service breadth to WebsterRogers.
• Marcum LLP: Top-25 U.S. accounting and advisory firm with strong presence in tax, audit, and consulting for mid-market and PE-backed clients. Comparable service mix and similar client-segment focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/websterrogers
• Facebookfacebook.com/websterrogers.accountants
• LinkedInlinkedin.com/company/127207

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 WebsterRogers LLP