Chortek
Chortek LLP is a Waukesha, Wisconsin-based CPA and business advisory firm delivering accounting, audit, tax, outsourced CFO advisory, and managed IT services primarily to SMB and mid-market manufacturers and distributors across Wisconsin and the Milwaukee region.
- Company typePrivate
- Founded2012
- HeadquartersWaukesha, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Chortek does
Chortek LLP is a privately held, Waukesha, Wisconsin-based professional services firm that delivers integrated accounting, tax, assurance, outsourced CFO-level advisory, and managed IT services primarily to SMB and mid-market businesses in the Milwaukee/Wisconsin region. The firm operates through four service lines: Assurance (financial statement audits and 401(k) plan audits), Tax (planning, preparation, IC-DISC for exporters, R&D tax credits, cost segregation, state and local tax, and estate planning), Outsourced Accounting & Advisory (month-end close, CFO-level guidance, and financial analytics), and Managed IT (proactive monitoring, cybersecurity, vCIO, vendor management, and a Click-to-Connect support portal). Its customer base is concentrated in manufacturing (40% of customers) and wholesale distribution/transportation (30%), with additional exposure to construction, real estate, professional/technical services, and food and beverage.
The firm's technical stack is built on the Microsoft ecosystem (Power BI for manufacturing KPI dashboards, Power Platform/Power Automate for workflow automation, SharePoint for secure file sharing), supplemented by Fathom for break-even and forecasting analytics, Karbon for workflow management, and Zapier for cross-application automation. In serving manufacturers, Chortek maintains documented expertise across multiple ERP systems including JobBOSS2, E2 Shop Systems, MISys, Acumatica, Sage 100, and the food/beverage-specific Quigistics platform. Managed IT delivery uses BeyondTrust for remote support and integrates SOC 2 readiness support into ongoing engagements.
Chortek's business model combines engagement-based professional services fees (accounting, audit, tax, advisory) with a subscription-based managed IT offering priced as an all-inclusive monthly flat rate per user/network complexity. Sales motion is consultative and referral-driven, anchored in long-tenured SMB relationships (several clients of 10+ years), and supported by content marketing, paid search, and recurring inclusion on Inside Public Accounting and Channel Futures MSP 501 rankings. The firm is partner-owned (LLP structure), with no disclosed external funding, M&A activity, or institutional investor involvement.
Chortek firmographics
Firmographics- Name
- Chortek
- Legal name
- Chortek LLP
- Website
- https://chortek.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Chortek LLP is a Waukesha, Wisconsin-based CPA and business advisory firm delivering accounting, audit, tax, outsourced CFO advisory, and managed IT services primarily to SMB and mid-market manufacturers and distributors across Wisconsin and the Milwaukee region.
- Ownership category
- akta.pro rank
Chortek industry classification
Industry- Product category
- Accounting & Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219), Professional, Scientific, and Technical Services (541)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Chortek is headquartered
LocationHeadquarters
- HQ city
- Waukesha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Chortek business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Professional Services - Accounting & Advisory: Revenue from outsourced accounting, audit services, and business advisory. Services include month-end close, CFO-level guidance, financial analytics, and tax preparation/planning.
- Managed IT Services: Recurring managed IT subscription based on number of users and network complexity. Includes proactive monitoring, maintenance, cybersecurity, vendor management, vCIO services, and annual risk assessments. All-inclusive flat-rate pricing model.
- Tax Services: Revenue from tax preparation, planning, and specialized services including cost segregation studies, IC-DISC, R&D tax credits, state & local tax, and estate planning.
- Assurance Services: Audit and assurance services including financial statement audits and 401(k) plan audits.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Managed IT - Single Flat Rate |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Chortek product offering
Product offeringCore offering
Chortek LLP is a Wisconsin-based professional services and CPA firm delivering outsourced accounting, audit and assurance, tax compliance and planning, and managed IT services to SMB and mid-market businesses. Approximately 70% of its clients operate in manufacturing, distribution, and transportation, with deep expertise in manufacturing ERP systems (JobBOSS2, E2, MISys, Acumatica, Sage 100, Quigistics) and financial analytics tools (Power BI, Fathom).
Product overview
Chortek is a professional services firm offering an integrated portfolio of business advisory, accounting, tax, and technology services. The core offerings include Assurance Services (audit and 401(k) plan audits), Tax Services (cost segregation, estate planning, IC-DISC, R&D credits, state/local tax, and tax planning), and Outsourced Accounting & Advisory. The Managed IT Services practice provides proactive IT management including cybersecurity, business continuity, and vCIO access. Services are delivered with specialized expertise in manufacturing industries, supported by integrations with ERP systems (JobBOSS2, E2, MISys, Acumatica, Sage 100, Quigistics) and analytics tools (Power BI, Fathom). The vCIO service complements Managed IT by providing strategic IT leadership alongside operational support.
Differentiator
Problem solved
Functional benefit
Products and services
- Managed IT Services All-inclusive, proactive managed IT service providing constant monitoring, maintenance, and support for business technology infrastructure. Includes vendor management, technology consulting, cybersecurity, business continuity, and vCIO access. Sold as a single flat-rate subscription based on number of users and network complexity.
- Audit & Assurance Services Financial statement assurance and audit services that help businesses build confidence in financial reporting and disclosures. Includes financial statement audits and related assurance engagements for SMB and mid-market clients.
- 401(k) Plan Audit & Consulting Retirement plan audit and consulting services guiding businesses through the rules and regulations governing employee benefit plans, including 401(k) plan audits.
- Tax Strategies & Planning Proactive tax planning and strategy services helping small businesses navigate changing tax laws and minimize tax liability through year-round advisory and tax preparation.
- Cost Segregation Study Tax strategy service analyzing business property to identify opportunities for accelerated depreciation deductions for real estate owners and investors.
- Estates, Gifts, and Trusts Estate planning services helping clients plan for the future and provide for loved ones through trust structures and gifting strategies.
- IC-DISC (Interest Charge Domestic International Sales Corporation) Tax savings solution for exporters of US-made products, reducing tax liability by converting export income into qualified dividends taxed at reduced rates.
- R&D Tax Credit Tax credit identification and filing service for businesses involved in research and development activities, including R&D credits for manufacturers.
- State & Local Tax Services Multi-state tax compliance and planning services covering income tax, sales & use tax, business credits, personal property tax, and tax controversy resolution.
- Outsourced Accounting & Advisory Services Comprehensive outsourced accounting services combining day-to-day accounting, month-end closings, CFO-level guidance, and modern analytics using Power BI and Fathom. Rooted in manufacturing best practices and ERP expertise.
Quantifiable outcome
- 60% reduction in day-to-day IT issues for managed IT clients
- +2 more outcomes
Companies that use Chortek
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles3 records
Chortek technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability4 records
Feature4 records
Chortek partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- MicrosoftcoreChortek leverages Microsoft technology stack including Power BI, Power Platform (Power Automate), and Microsoft 365 for client solutions. The firm provides expertise in implementing and integrating Microsoft tools for manufacturing analytics and business intelligence.
- FathomcoreFathom is used as a key analytics tool for manufacturing clients, providing automated break-even calculations, financial forecasting, and KPI dashboards. Chortek specialists are proficient in Fathom implementation and use.
- KarboncoreKarbon is used for workflow management in outsourced accounting, keeping weekly, monthly, and periodic tasks organized for clients. Part of Chortek's process for delivering timely financials.
- BeyondTrustcoreBeyondTrust Remote Support is used by Chortek's support center for remote support sessions. Clients download BeyondTrust software to enable screen sharing and remote assistance from Chortek technicians.
- Manufacturing ERP Vendors (JobBOSS2, E2, MISys, Acumatica, Sage 100, Quigistics)coreChortek has deep expertise with specific manufacturing ERP systems including JobBOSS2, E2 Shop Systems, MISys, Acumatica, Sage 100, and food/beverage ERP Quigistics. The firm positions this as a key differentiator for serving manufacturing clients.
- Channel FuturesminorChannel Futures conducts the annual MSP 501 ranking of managed service providers. Chortek's inclusion in the 2024 MSP 501 provides marketing credibility for their managed IT services.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Chortek competitors and assessment
Company assessmentBroad incumbents
- Crowe LLP: Top-10 U.S. public accounting and consulting firm with audit, tax, advisory, and technology services for mid-market and large manufacturers — broader incumbent that overlaps with Chortek's manufacturing and managed IT capabilities at a national scale.
Regional players
- Kolb+Co. Wisconsin-based accounting and business advisory firm serving closely-held businesses with assurance, tax, and outsourced services — regional peer competing for the same Wisconsin SMB manufacturing and distribution clients.
Direct peers
- Wipfli LLP: Top-25 U.S. accounting and advisory firm with deep Wisconsin roots offering audit, tax, outsourced accounting, and technology/managed IT services to mid-market manufacturers — directly competing with Chortek for the same Wisconsin manufacturing client base.
- Baker Tilly US, LLP: Wisconsin-headquartered top-10 accounting and advisory firm serving mid-market manufacturers with assurance, tax, and consulting services — directly comparable to Chortek's core practice and customer profile in the same geography.
- Schenck SC: Wisconsin-based accounting and consulting firm serving closely-held businesses and manufacturers with audit, tax, and advisory services — direct peer competing for the same regional manufacturing customer segment.
- CliftonLarsonAllen (CLA): Top-10 U.S. CPA and advisory firm with strong mid-market manufacturing practice and integrated technology/managed IT offerings — competes with Chortek for manufacturing clients seeking bundled CPA+IT services.
- Plante Moran: Large U.S. accounting and business advisory firm with a manufacturing industry group and dedicated managed IT/cybersecurity practice — comparable bundled service model targeting mid-market manufacturers.
- Rehmann: Mid-sized full-service accounting and advisory firm with significant manufacturing industry concentration and outsourced accounting/managed IT offerings — directly comparable in scale and service mix.
- Eide Bailly LLP: Top-25 U.S. accounting firm with a strong manufacturing industry practice and technology advisory services — competes for similar mid-market manufacturing clients with bundled CPA+IT delivery.
- Marcum LLP: Major U.S. accounting and advisory firm serving middle-market companies with audit, tax, and technology consulting — directly comparable in target customer and bundled service delivery model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Chortek social profiles
Digital presenceChortek compliance and trust
Trust signalCompliance5 records
Chortek financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chortek leadership team
Management profileNumber of profiles
Profiles2 records
Chortek funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chortek M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Chortek
What does Chortek do?
Chortek LLP is a Wisconsin-based professional services and CPA firm delivering outsourced accounting, audit and assurance, tax compliance and planning, and managed IT services to SMB and mid-market businesses. Approximately 70% of its clients operate in manufacturing, distribution, and transportation, with deep expertise in manufacturing ERP systems (JobBOSS2, E2, MISys, Acumatica, Sage 100, Quigistics) and financial analytics tools (Power BI, Fathom).
Is Chortek a public or private company?
Chortek is a private company. It is classified as management employee owned and is currently operating.
When was Chortek founded?
Chortek was founded in 2012. It employs 51 to 100 people.
Where is Chortek based?
Chortek is headquartered in Waukesha, United States, in the North America region.
How does Chortek make money?
Four revenue lines are on record. Professional Services - Accounting & Advisory is the primary driver. The others are managed IT Services, tax Services and assurance Services.
Who are Chortek's main competitors?
Crowe LLP is listed as a broad incumbent. Kolb+Co. is listed as a regional player. Direct peers are Wipfli LLP, Baker Tilly US, LLP, Schenck SC, CliftonLarsonAllen (CLA), Plante Moran, Rehmann, Eide Bailly LLP and Marcum LLP.
Does Chortek have an API?
No public API is recorded for Chortek.
What industry is Chortek in?
Chortek's product category is Accounting & Advisory Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211 and its SIC code is 8741.