Williams & Partners Chartered Professional Accountants

What Williams & Partners Chartered Professional Accountants does

Williams & Partners Chartered Professional Accountants LLP is a privately held Canadian limited liability partnership founded in 1991 and headquartered at 231 Cachet Woods Court, Suite 401, Markham, Ontario. The firm provides professional advisory services spanning accounting and auditing, tax and estate planning, business valuations, scientific research and experimental development (SR&ED) tax credit advisory, mergers and acquisitions advisory, and performance improvement consulting. It operates as a partner-led practice with approximately 16 named partners and between 11 and 50 total staff, organized around a comprehensive suite of services targeting owner-managed businesses and small-to-medium-sized corporations across the Greater Toronto Area and Ontario.

The firm operates an affiliated entity, Williams & Partners Forensic Accountants Inc., which delivers forensic accounting, investigative accounting, litigation support, and insurance loss quantification services — extending the parent firm's footprint into expert witnessing and claims assessment work. Its technology stack is anchored by the CCH iFirm client portal for secure document exchange and client communication. The firm does not develop proprietary software or technology products; its value is delivered through partner-led human expertise. Credentials held across the partner group include FCPA, FCA, CPA, CA, CBV, CFA, CFP, CFE, CFF, LPA, TEP, and ICD.D designations, with several partners holding adjunct teaching roles at the Rotman School of Business.

Williams & Partners generates revenue exclusively through professional services fees on a quote-based engagement model, with no public pricing. Its go-to-market is primarily direct-to-client within Ontario, supplemented by referral channels from lawyers, financial advisors, and professional networks. The firm has historically expanded through the merger of individual practices into the partnership — including Carlo De Pellegrin in 1997 and Geoff Bustin in 1999 — and continues to add partners (Anthony Cusimano joined in 2020). The firm has no external parent company, no private equity backing, and no disclosed funding rounds; it is independently owned and operated by its partner group.

Name

Williams & Partners Chartered Professional Accountants

Legal name

Williams & Partners LLP

Website

https://williamsandpartners.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Williams & Partners is a Markham, Ontario-based chartered professional accounting firm founded in 1991 that delivers accounting, audit, tax, business valuation, SR&ED, M&A, and performance improvement advisory services to owner-managed SMBs across construction, real estate, manufacturing, and related verticals in the Greater Toronto Area, with an affiliated forensic accounting subsidiary.

Ownership category

akta.pro rank

Headquarters

HQ city

Markham

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting & Auditing Services: Professional accounting and audit services including financial statement audits, reviews, compilations, and advisory services for businesses of all sizes.
2. Tax Planning & Compliance: Corporate and personal tax planning, compliance, and advisory services including estate and succession planning.
3. Business Valuations: Chartered Business Valuator services for mergers, acquisitions, estate freezes, and litigation support.
4. SR&ED Advisory: Scientific Research & Experimental Development tax credit claims and compliance services.
5. Performance Improvement: Advisory services to help businesses improve profitability and operational efficiency.
6. Mergers & Acquisitions Advisory: Advisory services for buyers and sellers during M&A transactions including investment potential assessment.
7. Forensic Accounting: Investigative accounting, litigation support, and insurance claims assessment through affiliated entity Williams & Partners Forensic Accountants Inc.

Distribution channels2 records

Marketing channels2 records

Core offering

Williams & Partners is a Canadian chartered professional accounting firm providing integrated accounting, audit, taxation, business valuation, SR&ED advisory, M&A advisory, and forensic accounting services to owner-managed businesses and corporations. The firm delivers ongoing professional advisory engagements through a partner-led team supported by a secure online client portal.

Product overview

Williams & Partners Chartered Professional Accountants LLP operates as a unified professional services firm offering a comprehensive suite of accounting, audit, tax, and business advisory services. The firm's core service portfolio consists of six interconnected practice areas: Performance Improvement, Business Valuations, SR&ED (Scientific Research & Experimental Development), Mergers & Acquisitions, Accounting & Auditing, and Tax & Estate Planning. These services are delivered through a team of experienced advisors and supported by a secure client portal platform (CCH IFIRM). The firm primarily serves owner-managed businesses across diverse industries including construction, real estate, manufacturing, education, not-for-profit, and professional services sectors. Founded in 1991, the firm emphasizes proactive advisory services that go beyond basic compliance to help clients improve business value and achieve long-term success.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Auditing Financial reporting, audit, reviews, compilations, and accounting services designed to increase profitability, minimize risk, and maintain compliance for owner-managed businesses and corporations.
• Tax & Estate Planning Corporate and personal tax planning, compliance, succession planning, retirement planning, estate plan development, and HST/PSB filings to minimize tax liabilities and ensure compliance.
• Business Valuations Chartered Business Valuator services applying an integrated approach with professional judgement for mergers, acquisitions, estate freezes, and litigation support.
• SR&ED Advisory Tax credit and refund claim services for the Canadian Scientific Research & Experimental Development (SR&ED) program, ensuring compliance with complex rules to maximize client claims.
• Mergers & Acquisitions Advisory Advisory services for buyers and sellers during merger and acquisition activities, including investment potential assessment and professional guidance for effective investment decisions.
• Performance Improvement Consulting services to help businesses optimize operations and financial performance, addressing unique challenges to outperform competition.
• Forensic Accounting Investigative accounting, quantification of commercial losses (business interruption, inventory, property damage), fidelity claims, accident benefit and disability claims, and expert witness testimony in Ontario courts.

Named customers3 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• CCH IFirmcoreTechnology or IntegrationCCH IFirm provides the client portal technology platform enabling Williams & Partners clients to securely access their financial documents and communicate with the firm online.
• Williams & Partners Forensic Accountants Inc.coreStrategic or Co-development PartnerAffiliated entity specializing in forensic accounting, litigation support, and insurance claims assessment. Partners including Nick Angellotti, Ralph Frattaroli, and Robert J. Pellegrini lead this specialized division.
• Williams & ClewisminorChannel Partner/ Reseller/ DistributorReferral relationship for forensic accounting services. Clients requiring forensic accounting services are directed to Williams & Clewis.

Scale indicators1 record

Recent moves1 record

Expansion highlights5 records

Direct peers

• Richter LLP: Canadian chartered accounting firm with strong forensic accounting, valuation (CBV), and M&A advisory practices, directly comparable to Williams & Partners' specialty advisory services.
• Crowe Soberman LLP: Toronto-based mid-market CPA firm providing audit, tax, advisory, and valuation services to owner-managed businesses in overlapping verticals.
• Grant Thornton Canada: Canadian mid-tier accounting and advisory network competing for the same owner-managed and SME clients with comparable audit, tax, M&A, and valuation services.
• BDO Canada: Canadian mid-tier accounting and advisory firm serving owner-managed businesses across multiple verticals, directly comparable in service mix (audit, tax, advisory, valuation) and target client segment.
• Baker Tilly Canada: Canadian mid-tier accounting firm with comparable mid-market client base and overlapping service lines including assurance, tax, and business advisory.
• DFK Canada: Canadian association of independent mid-market accounting firms providing audit, tax, and advisory services to owner-managed businesses, directly comparable in scale and service mix.
• MNP LLP: Large Canadian chartered accounting firm with comparable mid-market focus, strong regional presence, and overlapping service lines including assurance, tax, SR&ED, and business advisory.

Broad incumbents

• KPMG Canada: Big 4 firm offering the same service categories as Williams & Partners but at national scale, competing for larger mid-market and enterprise clients in the same Ontario market.
• PwC Canada: Big 4 accounting and advisory firm competing for the same Canadian mid-market and enterprise audit, tax, and M&A engagements.
• Deloitte Canada: Big 4 firm with comprehensive audit, tax, M&A, and consulting practices that overlap with Williams & Partners' services for larger mid-market and enterprise clients in the GTA.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat4 records

Key risks4 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/williams-&-partners-chartered-accountants-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

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 Williams & Partners Chartered Professional Accountants