What Schenck SC does

Schenck SC is a regional accounting and consulting firm founded in 1930 and headquartered in Appleton, Wisconsin, with a headcount of 501–1,000 employees. The firm serves businesses, nonprofit organizations, and high-net-worth individuals across audit and assurance, tax compliance and planning, business consulting and outsourcing, wealth advisory, and digital transformation services. Wealth advisory services are delivered through affiliated SEC-registered investment advisory entities with FINRA/SIPC membership. The firm expands its regional footprint through targeted acquisitions, including the 2018 purchase of Winter, Kloman, Moter & Repp, S.C. (consideration undisclosed), and is led by CEO Jen Leary and President William Goodman. Pricing is quote-based on multi-year professional services engagements and is not publicly disclosed.

Most of the supporting technology, go-to-market, partnership, and segment data in the input describes a much larger affiliated organization, CliftonLarsonAllen (CLA) — a national accounting and advisory firm with approximately 120 US locations and global reach through the CLA Global network. CLA runs a multi-channel marketing apparatus spanning content (blogs, articles, whitepapers), events and webinars (including an "AI's Impact on Digital, Finance, and Talent" session dated 7/8/2026 and "Sage Intacct R2 Release Highlights" on 6/30/2026), and email subscriptions. The relationship between Schenck SC and CLA is not explicitly defined in the firmographic input; downstream analysis treats the smaller Schenck SC firmographic record (founding date, employee band, headquarters, leadership, and acquisition) as primary and references affiliate-level data only where it appears to describe shared or downstream services.

Technology and distribution leverage cloud-based accounting platforms (Sage Intacct), client portal infrastructure (Client HQ, CLA Document Portal, HQ Exchange, CLA Connected, Bill.com, iSolved), and a dedicated digital services platform (GoDigital). Multi-language support is offered across more than 40 languages.

Name

Schenck SC

Legal name

CliftonLarsonAllen LLP

Website

https://schencksc.com

Company type

Private

Founded year

1930

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Schenck SC is a regional accounting and consulting firm founded in 1930, headquartered in Appleton, Wisconsin, serving businesses, nonprofits, and high-net-worth clients across audit, tax, consulting, wealth advisory, and digital services.

Ownership category

akta.pro rank

Headquarters

HQ city

Appleton

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, Infrastructure

Revenue model

1. Wealth Advisory Services: SEC-registered investment advisory services providing wealth management, portfolio management, and financial planning. Securities and investment advisory services offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, member FINRA/SIPC.
2. Audit Services: Comprehensive audit and assurance services for businesses, providing financial statement audits, internal audits, and compliance examinations.
3. Tax Services: Tax preparation, planning, and compliance services including R&D credits, Section 174 analysis, and strategic tax advisory.
4. Consulting and Outsourcing: Business consulting, process outsourcing, and advisory services helping clients optimize operations and financial management.
5. Digital Services: Technology consulting and digital transformation services including Sage Intacct implementation and digital advisory.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Schenck SC is a Wisconsin-based accounting and professional services firm founded in 1930, now operating as part of the CLA (CliftonLarsonAllen) network. The firm provides audit and assurance, tax planning and compliance, business and management consulting, wealth advisory, outsourcing, digital and technology advisory, and transaction advisory services to clients across multiple industries including healthcare, manufacturing, financial services, and nonprofits.

Differentiator

Problem solved

Functional benefit

Brands

• CLA Connected: Client portal for accessing CLA services
• Client HQ
• GoDigital

Products and services

• Audit and Assurance
• Tax Planning and Compliance
• Wealth Advisory

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• CLA GlobalflagshipStrategic or Co-development PartnerCLA (CliftonLarsonAllen LLP) is a network member of CLA Global, an international organization of independent accounting and advisory firms. Each CLA Global network firm is a member of CLA Global Limited, a UK private company limited by guarantee. This affiliation extends CLA's reach beyond the ~120 US locations to a global network of independent accounting and advisory firms worldwide.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• KPMG US: Big Four firm with overlapping audit, tax, and advisory capabilities; competes with CLA/Schenck for larger enterprise and middle-market engagements, with greater scale and global reach.

Direct peers

• Forvis: Top-10 US accounting firm formed from the BKD/Dixon Hughes Goodman merger, with comparable mid-market audit, tax, and advisory focus and similar scale and footprint.
• Eide Bailly: Top-25 US accounting and advisory firm with parallel audit, tax, consulting, and wealth advisory offerings and a similar geographic concentration in the Midwest and Mountain West.
• Plante Moran: One of the largest US mid-market accounting and advisory firms, comparable in scale, structure (partnership), and service mix (audit, tax, consulting, wealth advisory) to CLA/Schenck — directly competing for the same middle-market client base.
• Wipfli: Top-20 US accounting and consulting firm with similar audit, tax, outsourcing, and digital/advisory service lines and comparable mid-market focus; headquartered in the upper Midwest, overlapping Schenck's geographic core.
• Baker Tilly US: Major US accounting and advisory firm with parallel service lines in assurance, tax, consulting, and wealth management; similar mid-market and enterprise client mix and international affiliation (Baker Tilly International).
• RSM US: US operation of RSM Global and the leading mid-market audit, tax, and consulting firm serving closely held and PE-backed businesses — directly competes for the same middle-market clients as CLA/Schenck.
• BDO USA: Top-tier global accounting network with comparable service breadth (audit, tax, advisory, wealth) and similar middle-market positioning; competes for the same enterprise and mid-market engagements.
• Grant Thornton: US audit, tax, and advisory firm of comparable scale serving middle-market and large private clients; directly overlaps CLA's audit, tax, and consulting practices.
• Crowe: Major US accounting, consulting, and advisory firm with closely parallel audit, tax, outsourcing, and digital service offerings for middle-market and large private clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/schencksc
• Facebookfacebook.com/schencksc
• LinkedInlinkedin.com/company/schenck-sc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schenck SC