The McQuillan Group

What The McQuillan Group does

The McQuillan Group is a boutique accounting and advisory firm headquartered in Pittsburgh, Pennsylvania, founded in August 2010 by Kevin P. McQuillan (CPA) and Krista M. Salera (CPA) after they departed a large regional firm and brought seven employees and their existing client base with them. The firm serves small to mid-sized closely held businesses across the Pittsburgh region and Pennsylvania, combining what it describes as regional-firm-grade expertise with local-firm personal service, alongside a dedicated niche in the Pennsylvania film and entertainment industry anchored by expertise in the state's film tax credit program. Operating geographies are regional; no national or international footprint is disclosed.

The firm's service portfolio spans traditional accounting (tax preparation for individuals, partnerships, S corporations, corporations, trusts, and not-for-profits; audits, reviews, and compilations), forensic accounting, business valuation, buy-side due diligence (the firm reports 24 due diligence projects totaling $574 million in transaction value), executive coaching, and working capital optimization. Its principal proprietary offering is the WCashPlus™ Process — a methodology (not a software platform) co-developed with WCP International that the firm reports has generated over $500 million in client cash through systematic working-capital improvements; WCashPlus is a registered trademark. The firm holds no publicly disclosed proprietary technology platform, app, or API; delivery is supported by standard accounting software, research materials, and a ShareFile-based client portal.

The revenue model is professional services-based with quote-based pricing that varies by engagement scope, delivered through direct, relationship-led client engagement rather than a sales-led motion. Distribution is relationship-driven and referral-oriented, with brand-building supported by content marketing (educational articles, YouTube, Facebook), earned media appearances (KDKA Radio, Pittsburgh Business Times, TribLive News, CBS Pittsburgh), and memberships in the Pennsylvania Institute of CPAs, the AICPA, and the Pennsylvania Film Industry Association. The firm reports 15-20% annual revenue growth since founding and was recognized among the Top 100 Fastest Growing Companies in Pittsburgh by the Pittsburgh Business Times in 2013.

Name

The McQuillan Group

Legal name

The McQuillan Group LLC

Website

https://themcquillangroup.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Boutique Pittsburgh-based CPA firm offering tax, assurance, forensic accounting, business valuation, M&A due diligence, working capital optimization (WCashPlus™), executive coaching, and Pennsylvania film tax credit services to small and mid-sized closely held businesses.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF)

Keywords

• Forensic accounting services
• Business valuation services
• Tax preparation services
• Working capital optimization
• Executive coaching services

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax return preparation for individuals, partnerships, S corporations, corporations, trusts, not-for-profits, consolidated and multi-state entities, plus tax research services.
2. Accounting and Assurance Services: Financial statement preparation including audits, reviews, compilations, personal financial statements, agreed-upon procedures, forecasts and projections, and general accounting services.
3. Business Valuation Services: Business valuation services used for gifting, acquisitions, and internal management purposes.
4. Forensic Accounting Services: Investigative accounting services to analyze financial records, search for fraud, and identify inconsistencies in financial reporting.
5. Consulting Services: Mergers and acquisitions support, due diligence, CFO support, budgeting and operational analysis, working cash flow consulting.
6. Executive Coaching and Mentoring: Professional development services for organizational leaders and managers.
7. WCashPlus Working Capital Optimization: Proprietary process that generates cash from working capital, improves EBITDA, and creates operating solutions for business owners and private equity groups.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The McQuillan Group is a boutique accounting firm in Pittsburgh, Pennsylvania that provides traditional tax, accounting and assurance services (tax return preparation, audits, reviews, compilations) along with specialized services including forensic accounting, business valuation, buyers due diligence, the proprietary WCashPlus™ working capital optimization process, executive coaching and mentoring, and Pennsylvania Film Tax Credit services for film and entertainment industry clients.

Product overview

The McQuillan Group is a boutique accounting firm offering a unified suite of professional services centered around accounting, tax, and assurance. The core portfolio includes traditional offerings (tax preparation, audits/reviews/compilations, consulting) alongside specialized niche services: the proprietary WCashPlus™ Process for working capital optimization, forensic accounting, business valuation, buyers due diligence, executive coaching, and PA Film Tax Credit services. The firm positions itself as serving small to mid-sized closely held businesses with expertise equivalent to regional firms but with personalized attention of a local firm.

Differentiator

Problem solved

Functional benefit

Products and services

• WCashPlus™ Process A proprietary working capital optimization methodology developed in partnership with WCP International that converts working capital into cash, improves EBITDA, and creates solutions to operating problems through a customer- and supplier-friendly approach.
• Forensic Accounting Services Investigative accounting and auditing services that examine financial records, search for fraud, identify inconsistencies in financial reporting, and strengthen internal controls for clients needing greater oversight.
• Business Valuation Services Business valuation engagements that determine fair and reasonable value for transactions, including gifting, acquisitions, and internal management benchmarking, surfacing information that supports more informed leadership decisions.
• Buyers Due Diligence Services Due diligence engagements in which a qualified professional examines a target company to verify representations in prospectus and offer deck materials, ensuring buyers have all relevant facts to make informed acquisition decisions.
• Working Capital Optimization Services Analysis and improvement of working capital through process improvement initiatives that examine operating and administrative processes, credit and collection processes, inventory management, and accounts payable policies to minimize waste and improve liquidity.
• Executive Coaching and Mentoring Services Professional coaching and mentoring engagements for organization leaders and managers that build self-awareness, clarify goals, and support leadership development through sounding board roles and alternative perspectives.
• PA Film Tax Credit Services Specialized tax and accounting services for film production companies seeking Pennsylvania film tax credits, including compliance with PA Film Office guidelines, budget analysis, and credit maximization.
• Tax Return Preparation Tax preparation services for individuals, partnerships, S corporations, corporations, trusts, not-for-profits, consolidated, and multi-state entities.
• Financial Statement Assurance Services Assurance services including audits, reviews, and compilations of financial statements, personal financial statements, and agreed-upon procedures engagements.
• Consulting Services Advisory engagements spanning mergers and acquisitions support, due diligence, CFO support, budgeting, and operational analysis to improve business performance.

Quantifiable outcome

• $500+ million in cash generated through WCashPlus process
• +4 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• WCP InternationalcoreStrategic or Co-development PartnerStrategic partnership with WCP International to offer the WCashPlus working capital optimization process. Together they work with CEOs, CFOs, and private equity groups to improve the financial health of businesses through a proprietary system that has generated over $500 million in cash.
• Pennsylvania Film Industry AssociationcoreOthersProfessional association membership. Kevin McQuillan was named to the Executive Committee of the Pennsylvania Film Industry Association, which promotes growth of the film, television and commercial industry in the state.
• Pennsylvania Institute of Certified Public AccountantsminorOthersProfessional association membership providing networking, resources, and industry advocacy.
• American Institute of Certified Public AccountantsminorOthersProfessional association membership providing national resources, standards, and professional development.

Scale indicators4 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Withum: Mid-market CPA and advisory firm offering tax, audit, valuation, forensic accounting, and consulting services to closely held businesses. Comparable in scale, service mix, and middle-market client focus.
• Kreischer Miller: Mid-Atlantic CPA and advisory firm offering tax, audit, valuation, and consulting services to closely held and middle-market businesses. Comparable scale and service mix following its merger with ParenteBeard, also serving the Pittsburgh market.
• Citrin Cooperman: National mid-market CPA and advisory firm providing tax, audit, business valuation, forensic accounting, and transaction advisory services. Directly comparable in service breadth and target client profile.
• Sisterson & Co. Pittsburgh CPA firm providing tax, audit, business valuation, and advisory services to closely held and mid-market companies. Comparable boutique regional competitor with overlapping service offerings.
• Grossman Yanak & Ford: Pittsburgh-based CPA and advisory firm serving closely held businesses and mid-market clients with tax, audit, business valuation, and consulting services. Direct peer with comparable boutique positioning and Pittsburgh footprint.
• Schneider Downs: Large Pittsburgh-based CPA and business advisory firm offering tax, audit, valuation, and advisory services to closely held and mid-market businesses. The most directly comparable regional peer given shared Pittsburgh headquarters and similar full-stack service mix.
• Horovitz, Rudoy & Roteman: Pittsburgh-based CPA firm providing tax, audit, and business consulting to closely held businesses and high-net-worth individuals. Comparable boutique regional peer competing for similar mid-market clients.

Broad incumbents

• BDO USA: Top-tier global accounting and advisory firm with a Pittsburgh presence, offering tax, audit, valuation, transaction advisory, and consulting services to mid-market and large clients. Broad incumbent operating in the same market segment with significantly greater scale.
• Plante Moran: Large national CPA and business advisory firm providing the full spectrum of accounting, tax, valuation, and consulting services to mid-market and large clients. Broad incumbent competing for the same mid-market engagements from a larger scale.

Others

• WCP International: Co-development partner of the WCashPlus™ working capital optimization methodology. Functioning as an enabling ecosystem partner rather than a competitor, supplying the proprietary process that powers one of the firm's key service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCVRSJbHkPLHIDijcpngP9xA
• Facebookfacebook.com/themcquillangroup
• Xx.com/mcquillangroup

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 The McQuillan Group