Kollath
Kollath (operating as Cascade CPA) is a Wisconsin-based CPA firm, founded in 2007, that delivers outsourced accounting, tax, payroll, and CFO-level advisory services to SMBs, mid-market firms, and nonprofits across six industry verticals in the Upper Midwest.
- Company typePrivate
- Founded2007
- HeadquartersBrookfield, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Kollath does
Kollath, operating commercially as Cascade CPA, is a Wisconsin-based professional services firm founded in 2007 that delivers outsourced accounting, tax planning, payroll, and CFO-level advisory services to businesses and nonprofits. The firm employs 11-50 people across three Wisconsin offices (Madison, Brookfield, and Prairie du Sac) and targets a defined set of verticals including nonprofits, HOA and condo associations, manufacturing, MGAs and insurance firms, professional services firms, and restaurants. Its primary stated segment is professional services firms that have outgrown spreadsheet-based or part-time accounting support but lack the scale to justify a full in-house finance department.
Kollath firmographics
Firmographics- Name
- Kollath
- Legal name
- Cascade CPA
- Website
- https://kollathcpa.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Kollath (operating as Cascade CPA) is a Wisconsin-based CPA firm, founded in 2007, that delivers outsourced accounting, tax, payroll, and CFO-level advisory services to SMBs, mid-market firms, and nonprofits across six industry verticals in the Upper Midwest.
- Ownership category
- akta.pro rank
Kollath industry classification
Industry- Product category
- Accounting Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)
- akta.pro secondary industries
- Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Association Accounting, Budgeting & Financial Reporting Services (BPAJAHAL)
Keywords
Where Kollath is headquartered
LocationHeadquarters
- HQ city
- Brookfield
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Kollath business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Outsourced Accounting Services: Recurring outsourced accounting engagements providing CFO-level insight, day-to-day bookkeeping, financial reporting, and payroll. Delivered as an ongoing service with a dedicated accounting team assigned per client. Revenue is generated through recurring monthly/annual retainer arrangements, classified as professional services with subscription-like recurring characteristics.
- Tax Services: Tax planning and tax strategy services, including complex multi-state tax filings and proactive tax planning. These services are likely billed as part of ongoing engagements or on a per-engagement/project basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | No public pricing tiers available — services are quote-based following a complimentary consultation. |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Kollath product offering
Product offeringCore offering
Kollath operates as Cascade CPA, an outsourced accounting firm that delivers CFO-level accounting, tax strategy, bookkeeping, payroll, and financial reporting to businesses and nonprofits. The firm provides dedicated accounting teams on a recurring engagement basis, with industry-specific expertise across nonprofits, manufacturing, MGAs and insurance, HOAs and condo associations, professional services firms, and restaurants. Services are sold consultatively through a 3-step onboarding process and delivered across three Wisconsin offices (Madison, Brookfield, Prairie du Sac).
Product overview
Kollath partners with Cascade CPA for outsourced accounting services, utilizing a service-based model rather than a software platform. The core offerings consist of Outsourced Accounting Services (which includes Client Accounting Services and Core Accounting Support covering bookkeeping, financial reporting, and payroll) and Tax Services. These services are designed for businesses and nonprofits that have outgrown spreadsheets and part-time help but do not need a full internal finance department, providing CFO-level strategic insight alongside day-to-day financial operations support.
Differentiator
Problem solved
Functional benefit
Products and services
- Outsourced Accounting Services CFO-level outsourced accounting and tax strategy delivered without the overhead of an in-house finance team. Includes day-to-day bookkeeping, financial reporting, payroll, and strategic advisory services for growing businesses and nonprofits, with a dedicated accounting team assigned per client.
- Tax Services Expert tax planning and multi-state tax filing services designed to handle complex tax situations for growing businesses and nonprofits, including proactive tax strategy and complex filings across multiple jurisdictions.
- Client Accounting Services Outsourced accounting and tax strategy with CFO-level insight for businesses and nonprofits seeking to scale without building an internal finance department. Delivered through dedicated teams under a recurring engagement.
- Core Accounting Support Day-to-day bookkeeping, financial reporting, payroll, and tax planning delivered with clarity and responsiveness for growing teams, forming the operational layer of the firm's outsourced accounting engagements.
Companies that use Kollath
Customer profileSegments6 records
Ideal customer profiles6 records
Kollath technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Kollath partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights4 records
Kollath competitors and assessment
Company assessmentEmerging players
- Pilot: Tech-enabled outsourced bookkeeping, accounting, and CFO services firm targeting SMBs and startups. Comparable in delivering outsourced accounting and tax services but differentiated by proprietary software platform — a key competitive threat to traditional service-led firms like Cascade CPA.
- Bench: Tech-enabled outsourced bookkeeping platform combining software with dedicated accountants for SMBs. Comparable offering (monthly bookkeeping, financial reporting, tax coordination) but with a proprietary technology stack that pressures traditional CPA firms on cost and scalability.
Broad incumbents
- Plante Moran: Major U.S. accounting and business advisory firm with a Midwest base serving manufacturing, nonprofits, professional services, and restaurants. Overlaps with Cascade CPA on multiple served verticals and Midwestern SMB/mid-market clientele.
- Baker Tilly US: Top-15 U.S. advisory, tax, and accounting firm with significant Midwest operations. Comparable in serving nonprofits, manufacturing, and professional services firms with outsourced accounting and CFO advisory offerings.
- BDO USA: Top-10 global accounting and advisory network with significant U.S. presence including the Midwest. Comparable overlap in serving nonprofits, manufacturing, insurance, and professional services firms with outsourced accounting and tax services.
- CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm with strong Midwest roots and broad industry coverage including nonprofits, healthcare, manufacturing, and professional services. Comparable to Cascade CPA across served verticals but at materially greater scale and broader geographic footprint.
Direct peers
- Hawkins Ash CPAs: Regional Midwest CPA firm serving Wisconsin, Minnesota, and Iowa with accounting, tax, and advisory services for SMBs and nonprofits. Highly comparable as a Wisconsin-anchored, multi-vertical CPA practice with similar client mix.
- Wipfli: Top-20 U.S. accounting and advisory firm headquartered in Wisconsin with deep regional presence across the Midwest. Directly comparable to Cascade CPA as a multi-vertical, regionally anchored CPA firm serving nonprofits, manufacturing, and professional services in the same Wisconsin geography.
- Rea & Associates: Mid-sized regional CPA and advisory firm serving Ohio and surrounding Midwestern states with a multi-vertical model (nonprofits, manufacturing, professional services). Directly comparable as a regional, multi-vertical outsourced accounting firm with similar client profile.
- SVA Certified Public Accountants: Wisconsin-based CPA and advisory firm with multiple Wisconsin offices serving closely held businesses, nonprofits, and professional services. Comparable as a Wisconsin-headquartered, multi-office outsourced accounting and tax practice.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Kollath social profiles
Digital presenceKollath financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kollath leadership team
Management profileNumber of profiles
Kollath funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kollath 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 Kollath
What does Kollath do?
Kollath operates as Cascade CPA, an outsourced accounting firm that delivers CFO-level accounting, tax strategy, bookkeeping, payroll, and financial reporting to businesses and nonprofits. The firm provides dedicated accounting teams on a recurring engagement basis, with industry-specific expertise across nonprofits, manufacturing, MGAs and insurance, HOAs and condo associations, professional services firms, and restaurants. Services are sold consultatively through a 3-step onboarding process and delivered across three Wisconsin offices (Madison, Brookfield, Prairie du Sac).
Is Kollath a public or private company?
Kollath is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kollath founded?
Kollath was founded in 2007. It employs 11 to 50 people.
Where is Kollath based?
Kollath is headquartered in Brookfield, United States, in the North America region.
How does Kollath make money?
Two revenue lines are on record. Outsourced Accounting Services are the primary driver. The others are tax Services.
Who are Kollath's main competitors?
Emerging players on record are Pilot and Bench. Broad incumbents are Plante Moran, Baker Tilly US, BDO USA and CliftonLarsonAllen (CLA). Direct peers are Hawkins Ash CPAs, Wipfli, Rea & Associates and SVA Certified Public Accountants.
Does Kollath have an API?
No public API is recorded for Kollath.
What industry is Kollath in?
Kollath's product category is Accounting Services. Its primary akta.pro industry code is BPAAAGAC, General Ledger & Close (Journal Entries, Month-End Close, Reconciliations), with a secondary code of BPAAAGAI, Tax Operations Support (Indirect Tax, Withholding, Compliance Admin). Its NAICS code is 541211 and its SIC code is 8742.