Wall, Smith, Bateman
Wall, Smith, Bateman, Inc. is a privately held CPA firm founded in 1974 in Alamosa, Colorado, providing tax, accounting, assurance, litigation support, and QuickBooks consulting services to small businesses, individuals, and agricultural clients throughout Colorado.
- Company typePrivate
- Founded1974
- HeadquartersAlamosa, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Wall, Smith, Bateman does
Wall, Smith, Bateman, Inc. is a privately held, full-service CPA firm headquartered in Alamosa, Colorado, with a secondary office in Monte Vista. Founded in 1974, the firm has operated continuously for over 50 years and now employs more than 40 people across its two locations. It holds CPA Firm Permits in both Colorado (FRM.0005713) and New Mexico (10298). The firm is owned and controlled by its professional shareholders, including Co-CEOs Kimberley Temple and Melanie Valdez, CFO Sheila K. Hicks, and COO Kyle Green, with no identified private equity, venture capital, or institutional ownership.
The firm offers five integrated service lines: Small Business Accounting, Tax Compliance and Planning, Assurance and Accounting Services, Litigation Support, and QuickBooks Training and Consulting. It serves a horizontally segmented client base spanning small businesses, individuals and families, corporations and partnerships, self-employed individuals, and farmers and ranchers in Colorado and surrounding markets. Differentiated offerings include BizHub, a firm-developed coordination and supervision service for client accounting needs, and QuickBooks ProAdvisor-certified sales, implementation, and support services. The technology stack is built on conventional third-party SaaS platforms — QuickBooks for bookkeeping and accounting, ADP for client payroll, ShareFile for secure document exchange, and QuickFee for payment processing and pay-over-time plans (3-12 monthly installments on invoices of $2,000+).
The business model is a traditional professional services firm structure with revenue generated from recurring and project-based engagements quoted by scope. Client acquisition is primarily referral-driven, supplemented by the firm's website (wsbcpa.com), content marketing through a financial education blog, and direct outreach. Pricing is not publicly disclosed but is established per engagement, with payment plan options available through QuickFee. The firm is differentiated less by proprietary technology than by long-tenured, credentialed professional staff (including ABV, MT, and QuickBooks ProAdvisor designations) and decades of accumulated client relationships across the San Luis Valley and broader Colorado market.
Wall, Smith, Bateman firmographics
Firmographics- Name
- Wall, Smith, Bateman
- Legal name
- Wall, Smith, Bateman, Inc.
- Website
- https://wsbcpa.com
- Company type
- Private
- Founded year
- 1974
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Wall, Smith, Bateman, Inc. is a privately held CPA firm founded in 1974 in Alamosa, Colorado, providing tax, accounting, assurance, litigation support, and QuickBooks consulting services to small businesses, individuals, and agricultural clients throughout Colorado.
- Ownership category
- akta.pro rank
Where Wall, Smith, Bateman is headquartered
LocationHeadquarters
- HQ city
- Alamosa
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Wall, Smith, Bateman business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Professional Accounting Services: Recurring and project-based professional services revenue from accounting, tax preparation, assurance, and consulting engagements for businesses and individuals
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional Services - Quoted by Engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Wall, Smith, Bateman product offering
Product offeringCore offering
Wall, Smith, Bateman, Inc. is a full-service CPA firm providing small business accounting, tax compliance and planning, assurance and audit services, litigation support, and QuickBooks training and consulting to businesses and individuals throughout Colorado. The firm delivers recurring and project-based professional engagement services through direct client relationships from its Alamosa and Monte Vista offices, with over 40 staff including shareholder-CPAs holding specialized credentials such as ABV and Masters of Taxation.
Product overview
Wall, Smith, Bateman, Inc. is a full-service CPA firm offering a portfolio of five integrated accounting and consulting services: Small Business Accounting, Tax Compliance & Planning, Assurance & Accounting Services, Litigation Support, and QuickBooks Training & Consulting. The firm serves as a strategic partner for businesses and individuals throughout Colorado, providing these services both independently and as complementary offerings to address comprehensive financial needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Small Business Accounting Comprehensive small business accounting services including financial statement preparation, computerized bookkeeping, and payroll services designed to deliver a measurable positive effect on profitability for start-ups and established companies.
- Tax Compliance & Planning Full-service tax management and planning solution offering personal, corporate, and partnership tax return preparation, tax and estate planning, merger and acquisitions planning, and federal and state tax controversy representation.
- Assurance & Accounting Services Assurance services including financial statement audits, reviews, and compilations at all three levels of assurance, review procedures, internal controls, and agreed-upon procedures.
- Litigation Support Litigation support services involving quantification of economic damages using accounting and auditing techniques, expert witness testimony, and forensic accounting.
- QuickBooks Training & Consulting Professional QuickBooks sales, service, and support including one-on-one consulting, installation assistance, and general accounting help. Delivered by Certified QuickBooks ProAdvisors.
Companies that use Wall, Smith, Bateman
Customer profileSegments5 records
Ideal customer profiles4 records
Wall, Smith, Bateman technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature2 records
Wall, Smith, Bateman partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Wall, Smith, Bateman competitors and assessment
Company assessmentBroad incumbents
- CliftonLarsonAllen (CLA): Large national CPA firm focused on mid-market private businesses, offering audit, tax, and wealth advisory. Significant overlap with WSB's assurance, tax, and small business accounting offerings at much greater scale.
- Plante Moran: Large national CPA and advisory firm offering tax, audit, and consulting across all industries. Broader scale and geographic reach than WSB, but overlapping service lines and SMB/mid-market client overlap.
- Wipfli: Top-20 U.S. accounting and advisory firm serving middle-market businesses with tax, audit, and outsourced accounting. Overlaps with WSB's small business accounting and QuickBooks consulting services at larger scale.
Direct peers
- Baker Newman Noyes: Regional CPA and advisory firm delivering tax, audit, and consulting to SMBs and individuals. Comparable in scale, full-service orientation, and reliance on long-term client relationships.
- Anders CPAs + Advisors: Mid-market CPA and advisory firm offering tax, audit, technology, and wealth services. Comparable full-service model and SMB-focused client base to Wall, Smith, Bateman.
- RubinBrown: Mid-market CPA firm providing audit, tax, and business advisory to closely held businesses and individuals. Directly comparable in client profile and service breadth.
- Kemper CPA Group: Regional full-service CPA firm serving small to mid-sized businesses and individuals with tax, audit, and consulting services. Similar community-based positioning and service portfolio.
- Sensiba San Filippo: Regional CPA and advisory firm serving small and mid-sized businesses across the Western U.S. Comparable in service breadth (audit, tax, advisory, QuickBooks consulting) and target client segments to WSB.
- EKS&H: Colorado-headquartered CPA and advisory firm offering audit, tax, and consulting to businesses and individuals across the region. Closely comparable in geography, full-service model, and SMB/individual client mix to Wall, Smith, Bateman.
- Ketel Thorstenson: Regional CPA firm with comparable headcount and service mix (tax, audit, consulting) serving small businesses and individuals. Similar community-rooted profile to WSB's San Luis Valley positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Wall, Smith, Bateman social profiles
Digital presenceWall, Smith, Bateman compliance and trust
Trust signalCompliance2 records
Wall, Smith, Bateman financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wall, Smith, Bateman leadership team
Management profileNumber of profiles
Profiles21 records
Wall, Smith, Bateman funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wall, Smith, Bateman 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 Wall, Smith, Bateman
What does Wall, Smith, Bateman do?
Wall, Smith, Bateman, Inc. is a full-service CPA firm providing small business accounting, tax compliance and planning, assurance and audit services, litigation support, and QuickBooks training and consulting to businesses and individuals throughout Colorado. The firm delivers recurring and project-based professional engagement services through direct client relationships from its Alamosa and Monte Vista offices, with over 40 staff including shareholder-CPAs holding specialized credentials such as ABV and Masters of Taxation.
Is Wall, Smith, Bateman a public or private company?
Wall, Smith, Bateman is a private company. It is classified as management employee owned and is currently operating.
When was Wall, Smith, Bateman founded?
Wall, Smith, Bateman was founded in 1974. It employs 11 to 50 people.
Where is Wall, Smith, Bateman based?
Wall, Smith, Bateman is headquartered in Alamosa, United States, in the North America region.
How does Wall, Smith, Bateman make money?
One revenue line is on record: professional Accounting Services.
Who are Wall, Smith, Bateman's main competitors?
Broad incumbents on record are CliftonLarsonAllen (CLA), Plante Moran and Wipfli. Direct peers are Baker Newman Noyes, Anders CPAs + Advisors, RubinBrown, Kemper CPA Group, Sensiba San Filippo, EKS&H and Ketel Thorstenson.
Does Wall, Smith, Bateman have an API?
No public API is recorded for Wall, Smith, Bateman.