HW&Co

What HW&Co does

HW&Co is a Cleveland, Ohio-based accounting and advisory firm founded in 1990 that delivers professional services spanning accounting and auditing, tax strategies, and litigation support. The firm operates with a workforce of 101-250 employees, positioning it as a mid-size regional accounting practice serving enterprise and mid-market clients. Its service portfolio reflects standard public-accounting competencies tailored to clients requiring financial reporting, compliance, and dispute-related advisory work. The firm has pursued growth through targeted acquisitions, including The Shealy Group in November 2021 and Finkler & Company in January 2020, suggesting an active but measured consolidation strategy in the regional accounting market.

The firm's go-to-market appears relationship-driven, consistent with regional accounting firm norms, with acquisitions serving as the primary inorganic growth lever. No public disclosure of pricing models, revenue, customer concentration, or detailed engagement metrics was available in the source material. Information regarding proprietary technology platforms, AI capabilities, international affiliations, or formal thought leadership programming specific to HW&Co was not disclosed, limiting assessment of differentiation beyond industry-standard professional services delivery.

The data set on HW&Co is materially thinner than typical for an investment-grade analysis. Several source blocks appearing in the input describe a different, much larger entity (a 2,000+ professional firm headquartered in New York, founded in 1980, with multiple service lines, international affiliations, and disclosed AI investments). These blocks do not align with the HW&Co firmographics (Cleveland, founded 1990, 101-250 employees) and have been excluded from this analysis. The conclusions above are derived solely from HW&Co-attributed firmographics and acquisition data.

Name

HW&Co

Legal name

Citrin Cooperman & Company, LLP

Website

https://hwco.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

101–250 employees

Short description

HW&Co is a Cleveland-based accounting and advisory firm founded in 1990, providing auditing, tax strategy, and litigation support services to enterprise and mid-market clients with a staff of 101-250 professionals.

Ownership category

akta.pro rank

Headquarters

HQ city

Cleveland

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, Infrastructure

Revenue model

1. Audit & Attest Services: Financial statement audits, agreed-upon procedures, employee benefit plan audits, reviews and compilations, and going public readiness services provided through the licensed CPA entity (Citrin Cooperman & Company, LLP).
2. Tax Services: Commercial tax, international tax, state and local tax (SALT), private client services, mergers and acquisitions tax, IRS representation, not-for-profit tax, and tax compliance & planning services.
3. Advisory & Consulting Services: AI solutions, business management and family office, business process outsourcing (BPO), outsourced finance and accounting, digital transformation, valuation and forensic services, transaction advisory (buy-side and sell-side due diligence), cybersecurity, and risk advisory.
4. Technology Platform Implementation: Implementation and managed services for enterprise technology platforms including Microsoft, NetSuite, Priority ERP, Salesforce, Tipalti, Vena, and Workiva.
5. Enterprise Risk Solutions: PCI DSS compliance, Workiva solutions, and broader risk management advisory services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

HW&Co is a Cleveland-based accounting and advisory firm that delivers professional services across three core practice areas: accounting and auditing, tax strategy advisory, and litigation support. The firm serves business clients in the Ohio region and has expanded its technical capability base through targeted acquisitions of regional firms including The Shealy Group (acquired 2021-11-02) and Finkler & Company (acquired 2020-01-06).

Product overview

Citrin Cooperman is a professional services firm offering an integrated suite of audit, tax, and advisory services. The portfolio includes core offerings such as Audit & Attest, Tax Services (commercial, international, private client, SALT), Risk Advisory (including Cybersecurity and PCI DSS compliance), Valuation and Forensic Services, and Transaction Advisory Services. The firm also provides specialized Technology Platforms services implementing Microsoft, NetSuite, Priority ERP, Salesforce, Tipalti, Vena, and Workiva solutions, as well as Digital Services for transformation and data integration. Advisory services encompass AI solutions and consulting, business process outsourcing, and outsourced finance and accounting.

Differentiator

Problem solved

Functional benefit

Brands

• CC Edge: Innovation and technology practice/perspective offered by the firm to help clients navigate technology changes.

Products and services

• Accounting and Auditing Accounting and audit assurance services for business clients in the Cleveland region, providing financial examination, reporting, and compliance support across financial statement audit and accounting advisory needs.
• Tax Strategies Tax strategy and planning advisory services for commercial and individual clients, encompassing tax planning, compliance support, and strategic tax advisory aligned with the firm's Cleveland-based mid-market client base.
• Litigation Support Litigation support services comprising forensic accounting, business valuation, expert witness work, and accounting advisory for legal disputes and dispute resolution engagements involving business clients and law firms.

Quantifiable outcome

• The 2026 Manufacturing and Distribution Pulse Survey Report draws on findings from more than 500 senior industry leaders across the country.
• +2 more outcomes

Named customers1 record

Segments9 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability2 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and flagship.

• Moore North America (MNA) / Moore Global Network Limited (MGNL)coreStrategic or Co-development PartnerThe combined entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC operate as an independent member of Moore North America (MNA), which is itself a regional member of Moore Global Network Limited (MGNL). This affiliation provides international reach and cross-referral capabilities with independent member firms worldwide. All associated firms with MNA and MGNL are independent entities.
• TellenflagshipStrategic or Co-development PartnerCitrin Cooperman Advisors LLC announced a strategic investment in Tellen, an emerging AI company developing agentic audit technology. The investment builds on an existing collaboration and reflects the firm's broader strategy to embed AI into core audit and quality management processes. This is a significant investment in AI-enabled audit technology differentiation.
• MicrosoftcoreTechnology or IntegrationCitrin Cooperman offers dedicated Microsoft solutions as part of its Technology Platforms practice, providing implementation and managed services for Microsoft enterprise products.
• NetSuitecoreTechnology or IntegrationCitrin Cooperman provides NetSuite implementation and advisory services as part of its Technology Platforms practice, serving clients across various industries.
• SalesforcecoreTechnology or IntegrationCitrin Cooperman offers Salesforce solutions as part of its Technology Platforms practice, providing implementation and consulting services.
• WorkivacoreTechnology or IntegrationCitrin Cooperman provides Workiva solutions as both a standalone enterprise offering and as part of its Enterprise practice, supporting clients with financial reporting and compliance workflows.
• Priority ERPcoreTechnology or IntegrationCitrin Cooperman offers Priority ERP solutions as part of its Technology Platforms practice.
• TipalticoreTechnology or IntegrationCitrin Cooperman provides Tipalti solutions as part of its Technology Platforms practice, supporting accounts payable automation and supplier payment workflows.
• VenacoreTechnology or IntegrationCitrin Cooperman offers Vena solutions as part of its Technology Platforms practice, supporting FP&A and financial planning workflows.

Scale indicators4 records

Recent moves2 records

Expansion highlights1 record

Direct peers

• RSM US: RSM US is the largest mid-market-focused accounting and consulting firm, providing audit, tax, and consulting to middle-market companies. Directly comparable in target market, service mix, and middle-market enterprise orientation.
• Moss Adams: Moss Adams is a major West Coast-based accounting and business advisory firm serving middle-market clients. Comparable in industry vertical depth, advisory capabilities, and acquisition-driven expansion strategy.
• Plante Moran: Plante Moran is a major mid-tier accounting and business advisory firm with deep industry practices. Comparable in service breadth, vertical specialization, and middle-to-upper middle-market client focus.
• Baker Tilly US: Baker Tilly is a leading advisory, tax, and assurance firm serving mid-market clients across specialized industries. Comparable in vertical depth, advisory growth strategy, and international network affiliation (Baker Tilly International).
• Crowe: Crowe is a major mid-tier accounting, tax, and advisory firm serving financial services, healthcare, and other industries. Comparable in industry depth, technology-enabled service delivery, and enterprise client focus.
• Grant Thornton: Grant Thornton is a leading mid-tier accounting and advisory firm serving mid-market and enterprise clients with audit, tax, and advisory services. Comparable in scale, vertical specialization, and acquisition-led growth strategy.
• Marcum LLP: Marcum LLP is a top-20 national accounting and advisory firm offering audit, tax, and advisory with strong industry practices. Comparable in size, vertical specialization, and acquisition-driven growth model.
• Wipfli: Wipfli is a top-20 accounting and consulting firm serving middle-market companies with audit, tax, advisory, and technology services. Comparable in growth through acquisitions, technology platform practice, and mid-market target.
• BDO USA: BDO USA is a top-10 national accounting and advisory firm offering audit, tax, and advisory services across specialized industries. Directly comparable to Citrin Cooperman in mid-market positioning, industry vertical depth, and integrated service model.
• Forvis: Forvis (formed from the merger of BKD and Dixon Hughes Goodman) is a top-10 US accounting and advisory firm. Comparable in scale, vertical industry practices, advisory expansion, and mid-market to enterprise client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@CitrinCooperman
• Facebookfacebook.com/CitrinCooperman.ProfessionalServices
• LinkedInlinkedin.com/company/citrin-cooperman
• Instagraminstagram.com/citrincooperman/?hl=en
• Xx.com/hwcocpas

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments

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

Frequently asked questions about HW&Co