Brady Ware & Company

What Brady Ware & Company does

Brady Ware & Company is a privately held, top 200 national CPA and advisory firm headquartered in Miamisburg, Ohio, with 150+ professionals operating from four offices in Dayton (OH), Columbus (OH), Atlanta (GA), and Richmond (IN). The firm provides professional services across three core lines — Tax (federal, state and local, international, compliance and planning, credits and incentives, structuring, cost segregation, estates and trusts, provision outsourcing), Audit & Assurance (audits, reviews, compilations, agreed-upon procedures, employee benefit plan audits, FAR/AASHTO overhead rate audits, single audits, technical accounting advisory), and Advisory (bankruptcy/turnaround, ESOP consulting, fraud forensics, litigation support, outsourced accounting, succession planning, transaction advisory, valuations).

The firm serves small to middle-market privately held companies, high-net-worth families and individuals, nonprofit organizations, and selected verticals (auto dealerships, architecture/engineering, construction, manufacturing, franchising/hospitality, long-term care, private equity, real estate, renewable energy, professional services, technology). It is an independent member of BDO Alliance USA, which gives it access to international resources while preserving regional autonomy.

The revenue model is professional services fee-for-engagement, with quote-based pricing for most services and disclosed starting prices of $1,200 for individual tax returns at the upper end of the consumer segment. Go-to-market is sales-led and relationship-driven, leveraging thought leadership (two podcasts, a video series, two annual conferences, blog insights, webinars) and direct delivery from regional offices. The firm has no proprietary software platform; its competitive assets are human expertise, credentials, content, and the BDO alliance.

Name

Brady Ware & Company

Legal name

Brady Ware & Schoenfeld, Inc.

Website

https://bradyware.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

101–250 employees

Short description

Brady Ware & Company is a top 200 national CPA and advisory firm providing tax, audit, and advisory services to small and middle-market businesses, high-net-worth families, and nonprofits from four offices in Ohio, Georgia, and Indiana.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Family Office Trust & Fiduciary Services (FSAEAKAF), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Tax compliance services
• Audit and assurance
• Business advisory
• CPA firm services
• Valuation and advisory

Headquarters

HQ city

Miamisburg

HQ country

United States

HQ region

North America

Offices4 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 Services: Comprehensive tax services including federal tax, state and local tax, international tax, tax compliance and planning, tax credits and incentives, tax structuring, cost segregation studies, estates and trusts, provision outsource, and tax calendar management.
2. Audit & Assurance: Audit and assurance services including audits, reviews and compilations, agreed-upon procedures, employee benefit plan audits (EBPs), FAR/AASHTO overhead rate audits, single audits, and technical accounting advisory.
3. Advisory Services: Advisory services including bankruptcy and turnaround consulting, budgeting and forecasting, ESOP consulting, fraud forensics and internal controls, capital sourcing and SBA assistance, litigation support, operations consulting, outsourced accounting and finance, strategic financial modeling and planning, succession planning, transaction advisory, and valuations.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels12 records

Core offering

Brady Ware & Company is a Top 200 national CPA and advisory firm delivering three core service lines: Tax Services (federal, state/local, international tax, compliance and planning, credits and incentives, structuring, cost segregation, estates and trusts), Audit & Assurance (audits/reviews/compilations, employee benefit plan audits, FAR/AASHTO overhead rate audits, single audits, technical accounting advisory), and Advisory Services (bankruptcy/turnaround, ESOP consulting, fraud forensics, litigation support, outsourced accounting, succession planning, transaction advisory, and valuations). The firm serves small to middle-market privately held companies, high net worth families, and nonprofit organizations from four regional offices.

Product overview

Brady Ware & Company is a top 200 national CPA and advisory firm offering a unified suite of professional services centered on tax, audit, and advisory capabilities. The firm operates as a single-service portfolio rather than a modular platform: its core service lines include Tax Services (federal, state/local, international, compliance, credits/incentives, structuring, cost segregation, estates/trusts), Audit & Assurance Services (audits/reviews/compilations, employee benefit plans, FAR/AASHTO audits, single audits), and Advisory Services (bankruptcy consulting, ESOP, fraud/forensics, litigation support, operations, outsourced accounting, succession planning, transaction advisory, valuations). These are supplemented by industry-specific specializations (dealerships, manufacturing, nonprofit, private equity, real estate, renewable energy, technology, construction, etc.), educational events (Take Five Nonprofit Conference, Women's Leadership Conference), and content/media properties (Estates/Gifts/Trusts video series, Inspiring Women Podcast, Decision Vision Podcast). The firm is an independent member of BDO Alliance USA and serves clients from offices in Dayton (OH), Columbus (OH), Atlanta (GA), and Richmond (IN).

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax services for businesses and individuals covering federal tax, state and local tax, international tax, tax compliance and planning, tax credits and incentives, tax structuring, cost segregation studies, estates and trusts, and provision outsource.
• Audit & Assurance Services Assurance and financial integrity services including audits, reviews and compilations, agreed-upon procedures, employee benefit plan audits, FAR/AASHTO overhead rate audits, single audits, and technical accounting advisory for architecture & engineering, nonprofit, and other regulated organizations.
• Advisory Services Strategic advisory services including bankruptcy and turnaround consulting, budgeting and forecasting, ESOP consulting, fraud forensics and internal controls, capital sourcing and SBA assistance, litigation support, operations consulting, outsourced accounting and finance, strategic financial modeling and planning, succession planning, transaction advisory, and valuations.

Segments14 records

Ideal customer profiles4 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 PartnerBrady Ware is an independent member of BDO Alliance USA, providing access to global resources and a broader network while maintaining regional autonomy. This alliance enables the firm to serve clients with international needs and enhances its competitive positioning as a top 200 national CPA firm.

Scale indicators4 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• GBQ Partners: Columbus-based CPA and advisory firm of comparable size (~150+ professionals) serving middle-market companies and individuals with audit, tax, and advisory services. Highly comparable to Brady Ware in both geography (Ohio/Indiana) and service mix.
• Clark Schaefer Hackett: Ohio-headquartered regional CPA firm providing tax, audit, and advisory services to middle-market businesses. Similar size profile and Midwest geographic concentration makes it a direct competitor for the same client base.
• Blue & Co. Indianapolis-based CPA firm providing tax, audit, and advisory services to closely-held businesses and HNW clients across the Midwest. Comparable in size, service offering, and target client profile.
• Rehmann: Michigan-headquartered full-service CPA and advisory firm serving middle-market companies with tax, audit, and advisory capabilities. Comparable Top 200 firm with similar mid-market focus.

Broad incumbents

• Plante Moran: Larger Midwest-based CPA and advisory firm (#15 nationally) serving middle-market and enterprise clients with comprehensive tax, audit, and consulting services. Competes for the same client base but at significantly greater scale.
• BDO USA: National Top 10 CPA firm and Brady Ware's BDO Alliance USA partner. Provides scaled-up alternative when Brady Ware's clients need fully integrated national or international capabilities beyond the alliance model.
• Forvis: Top 10 national CPA firm formed from the merger of BKD and Dixon Hughes Goodman. Brings scale advantages and technology investments that compete with regional firms like Brady Ware for middle-market work.
• Wipfli: Top 15 national CPA and advisory firm headquartered in the Midwest. Overlaps with Brady Ware in serving middle-market manufacturers, dealerships, and construction firms but at materially greater scale.
• RSM US: Top 5 global CPA firm with strong middle-market focus and significant PE practice. Competes with Brady Ware's private equity and transaction advisory offerings at a national scale.
• CliftonLarsonAllen (CLA): Top 10 national CPA firm providing tax, audit, and advisory services with strong middle-market and HNW segment focus. Directly comparable in target market while operating at materially larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/BradyWareCPA
• Facebookfacebook.com/bradywarecpas
• LinkedInlinkedin.com/company/brady-ware
• Instagraminstagram.com/bradywarecompany
• Xx.com/bradyware

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Brady Ware & Company