Wise & Co.

Name

Wise & Co.

Legal name

Capstone Certified Public Accountants, LLC

Website

https://wise-cpa.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Finance Services (6199)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industry

Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)

Keywords

• Accounting and tax services
• Bookkeeping and payroll
• Business advisory consulting
• Virtual CFO services
• Business valuation services

Headquarters

HQ city

Klamath Falls

HQ country

United States

HQ region

North America

Offices17 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Billable professional services including tax preparation, tax planning, accounting and bookkeeping, payroll services, business valuations, audit and assurance, and business consulting.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Wise & Co., operating as Capstone Accounting & Tax, is a professional accounting and tax services firm delivering tax planning and preparation, accounting and bookkeeping, payroll processing, business valuations, audit and assurance, business consulting, wealth advisory, family office services, and virtual CFO/controller services. The firm serves individuals and businesses through 17 physical office locations across the Pacific Northwest and Mountain West, supported by secure digital document exchange via HubSync and ShareFile.

Product overview

Capstone Accounting & Tax offers a comprehensive suite of accounting, tax, and advisory services delivered through a single integrated practice structure. The firm operates two licensed entities: Capstone Certified Public Accountants, LLC (providing attest and audit services) and Capstone Accounting Services, LLC (providing tax and business consulting). The core service portfolio includes tax planning and preparation for individuals and businesses, wealth advisory, family office services, business valuations, audit and assurance, business consulting, and accounting/bookkeeping. Additional offerings include payroll processing and Virtual CFO/controller services. The firm also provides clients with secure digital portals (HubSync for ongoing document management and ShareFile for secure file uploads) to facilitate client-advisor communication and document exchange.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning and Preparation Personal and business tax planning and preparation services including tax compliance and strategic planning for individuals and businesses.
• Wealth Advisory

Segments7 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

One partnership is on record.

• Partner Firms (Accounting Practices)minorChannel Partner/ Reseller/ DistributorPartner With Us program allowing other accounting firms and practices to refer clients or form collaborative relationships. The program invites firms to provide their firm name, website, year founded, primary market served, practice areas offered, number of partners, and approximate annual revenue.

Scale indicators2 records

Recent moves1 record

Expansion highlights6 records

Direct peers

• Plante Moran: Large US accounting, tax, and consulting firm serving mid-market companies with offices across multiple states. Comparable on service breadth and mid-market client segmentation.
• Moss Adams: One of the largest accounting and business advisory firms in the Pacific Northwest, offering tax, audit, advisory, and wealth services to mid-market clients across the same geography as the subject company. Direct overlap on service mix and regional footprint.
• Clark Nuber PS: Seattle-based CPA and advisory firm serving privately held businesses and individuals in the Pacific Northwest with tax, audit, and consulting services. Highly comparable on geography, segment focus, and service portfolio.
• Eide Bailly LLP: Top-25 US accounting firm with strong Northwest presence (Boise, Spokane, Seattle) offering tax, audit, advisory, and technology services to mid-market clients. Directly comparable multi-state regional CPA peer.
• Baker Tilly US: National advisory, tax, and assurance firm with significant Pacific Northwest operations serving middle-market companies. Comparable on service breadth and mid-market client focus.
• Wipfli LLP: Top-20 US accounting and advisory firm with multi-state presence and active in the Pacific Northwest, offering tax, audit, and consulting to mid-market businesses. Directly comparable on service mix and acquisition-led growth model.
• Anders CPAs + Advisors: Mid-market CPA and advisory firm with multiple offices across the Midwest and US, offering tax, audit, and advisory services. Comparable service portfolio and mid-market client focus.
• WithumSmith+Brown PC: Top-30 US accounting and advisory firm with a multi-state footprint and active acquisition strategy in the middle market. Comparable on growth model and mid-market service focus.

Broad incumbents

• BDO USA: Top-5 global accounting network with substantial US operations across the Northwest, offering assurance, tax, and advisory. Larger incumbent competing for the same mid-market clients in the same geography.
• RSM US: Leading US provider of audit, tax, and consulting services to middle-market companies, with offices across the Northwest. Larger incumbent competing directly for the same client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

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 Wise & Co.