Fort Group Chartered Professional Accountants

What Fort Group Chartered Professional Accountants does

Fort Group Chartered Professional Accountants is a partner-owned chartered professional accountancy firm headquartered in Winnipeg, Manitoba, founded in 1972. The firm provides tax, audit and assurance, accounting, business advisory, management consulting, and forensic investigation services, with a particular emphasis on small and medium-sized owner-managed businesses, charities and not-for-profit organizations, First Nation communities, condominium corporations, individuals, and Canadian residents with U.S. tax exposure. It maintains a seven-partner ownership group with an Employee Ownership Program and an Employee Profit Share Program, and currently operates from a single multi-use building constructed in 2019 on Henderson Highway. The firm grew from six staff in 1987 to over forty today, reflecting steady, organic scaling anchored by partner admissions and lateral senior hires from Big Four and major Canadian firms.

The firm's service portfolio is delivered through a traditional professional services model built on partner-led engagement, dedicated client teams, and availability outside standard business hours. Underlying technology consists of mainstream third-party platforms — QuickBooks Desktop, QuickBooks Online, Sage 50, and the CRA My Business Account portal — supplemented by a secure online client portal for document exchange and an FG Forum content platform for client education. The firm holds no proprietary technology assets and discloses no AI or automation capabilities.

Revenue is generated through fee-for-service professional engagements with no public pricing disclosure. Distribution is primarily direct and referral-driven, supported by partner board service in local hospitals, chambers of commerce, and not-for-profit organizations, supplemented by content marketing through the FG Forum and social channels. The client base is geographically concentrated in Manitoba and Northwestern Ontario, with a cross-border Canada/U.S. tax practice extending its reach beyond the immediate region.

Name

Fort Group Chartered Professional Accountants

Legal name

Fort Group Chartered Professional Accountants Inc.

Website

https://fortgroupcpa.ca

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

11–50 employees

Short description

Fort Group Chartered Professional Accountants is a partner-owned Winnipeg-based CPA firm founded in 1972 providing tax, audit, advisory, and forensic services to SMBs, charities, not-for-profits, First Nations, and individuals across Manitoba and Northwestern Ontario.

Ownership category

akta.pro rank

Headquarters

HQ city

Winnipeg

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Revenue generated through professional service fees for accounting, tax, audit, and advisory services to private companies, not-for-profit organizations, and individuals.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Fort Group is a full-service chartered professional accounting firm providing bookkeeping, financial statement preparation, corporate and personal tax compliance and planning, audit and assurance, forensic investigations, management consulting, and business advisory services. The firm specializes in serving small-to-medium-sized owner-managed businesses, charities and not-for-profit organizations, First Nation communities, and individuals with cross-border U.S./Canada tax needs, primarily from a single Winnipeg, Manitoba office.

Product overview

Fort Group Chartered Professional Accountants is a full-service accounting firm offering a unified portfolio of professional services rather than a technology product. The core service offerings include: Accounting Services (bookkeeping and financial statement preparation), Accounting Software Support (QuickBooks and Sage 50 training), Business Advisory Services (CFO services, M&A consulting, business valuation), Assurance Services (audit and review engagements), Forensic Investigations (fraud prevention and detection), Management Consulting (strategic planning, process improvement), Tax Services (corporate and personal tax compliance and planning), and U.S. Tax Services (cross-border taxation for Canadians with U.S. interests). These services are delivered through their FG Forum client resource platform which provides downloadable tax checklists, budget commentaries, and firm announcements. The firm primarily serves small-to-medium businesses, not-for-profit organizations, and charities in Winnipeg and surrounding Manitoba.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Smythe LLP: Smythe is a mid-sized Vancouver-based CPA firm specializing in private business advisory, tax, and audit for owner-managed businesses. Comparable in size, service mix, and SMB/private-company focus to Fort Group, with similar partner-driven engagement model.
• Baker Tilly Canada Cooperative: Baker Tilly is a Canadian mid-tier accounting cooperative serving SMBs and NFPs with offices across all provinces. Closely comparable to Fort Group in size (regional offices typically 20-100 staff), service mix (audit, tax, advisory), and target client profile (privately-held businesses, charities).
• Collins Barrow (now part of BDO) National Cooperative: Collins Barrow was a Canadian mid-tier cooperative of independent CPA firms serving SMBs and not-for-profits — virtually identical in structure, size, and service mix to Fort Group. It was acquired by BDO in 2016; the legacy Collins Barrow network remains the closest comparable firm archetype.
• MNP LLP: MNP is the largest Canadian accounting firm headquartered in Winnipeg/Manitoba, serving SMBs, not-for-profits, Indigenous communities, and the agricultural sector across Canada. Directly comparable to Fort Group in geography, target market (small/medium owner-managed businesses and NFPs), and Indigenous audit specialty — MNP is the dominant local competitor.

Broad incumbents

• KPMG Canada: KPMG is a Big Four firm with a Canadian SMB/mid-market practice including tax and advisory services. While scaled far beyond Fort Group, KPMG's private-enterprise and NFP teams compete for the same Winnipeg mid-market clients that Fort Group serves.
• Deloitte Canada: Deloitte is a Big Four firm with significant Canadian SMB and NFP assurance presence. Several Fort Group team members (Bryan Howie, Griffin Bernstein) joined from Deloitte, highlighting the cross-flow of talent at the SMB/mid-market tier where both firms operate.
• BDO Canada LLP: BDO is a Top-5 Canadian accounting firm with a strong SMB and not-for-profit assurance practice across Canada. Multiple Fort Group managers previously worked at BDO (Josh Warren, Ryan Terdik). Competes for the same mid-market audit, tax, and advisory mandates in Manitoba and Western Canada.
• RSM Canada LLP: RSM is a global mid-tier accounting firm with a Canadian practice focused on the middle market and not-for-profits. Overlapping service offerings (audit, tax, advisory) and target client segment (mid-market owner-managed businesses) make RSM a comparable incumbent competitor in Manitoba.
• Grant Thornton LLP Canada: Grant Thornton is a mid-tier Canadian accounting firm focused on privately-held businesses and not-for-profits. Directly comparable service mix (audit, tax, advisory) and client segment (owner-managed SMBs) to Fort Group, with national scale giving it broader geographic reach but similar SMB/NFP specialization.

Regional players

• Doane Grant Thornton LLP (regional equivalents): Mid-tier regional CPA firms across the Prairies (e.g., Virtus Group, Saskatoon-based firms) serve the same SMB/NFP/client-base as Fort Group but in different Prairie provinces. They are useful comparables for benchmarking Prairies CPA-firm economics and SMB-tied service demand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/fortgroupcpa
• LinkedInlinkedin.com/company/fort-group-chartered-professional-accountants-inc.
• Instagraminstagram.com/fortgroupcpa
• Xx.com/FortGroupCPA

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Fort Group Chartered Professional Accountants