Sweeney Conrad, P.S.

What Sweeney Conrad, P.S. does

Sweeney Conrad, P.S. is a privately-held, single-office Certified Public Accounting firm headquartered in Kirkland, Washington (relocated from Bellevue in 2020), founded in October 1980 by five partners. The firm operates through an alternative practice structure comprising Sweeney Conrad CPA LLP, which delivers attest services (audit, review, compilation, and employee benefit plan audits), and Sweeney Conrad Advisors LLC, which provides non-attest tax, client accounting, and advisory services. The firm serves closely held businesses across industries (professional services, real estate, technology, manufacturing/distribution, hospitality, food/beverage/agriculture, nonprofits) and high net worth individuals requiring complex tax planning, trust, and estate services.

The firm's service portfolio is anchored in three core lines: Tax Services (compliance, planning, consulting, multi-state, and research), Audit & Assurance (audits, reviews, compilations for businesses and nonprofits), and Client Accounting & Advisory Services (CAAS, including outsourced bookkeeping, monthly transactional accounting, payroll processing, and virtual CFO/advisory). Supporting infrastructure includes the QuickFee online payment and financing portal, a ShareFile secure client document portal, and the Sweeney Conrad Insights Blog for thought leadership. Technology integrations center on standard accounting SaaS (QuickBooks Online, Bill.com, Paychex, Expensify, Sage Intacct) rather than proprietary platforms.

The firm operates a relationship-driven, sales-led go-to-market focused on the Puget Sound and broader Pacific Northwest region, supported by the "One Good Deed Deserves Another" client referral program. Pricing is custom, quote-based, and not publicly disclosed; the firm does not use resellers or third-party distribution channels. Membership in Allinial Global provides international reach while preserving small-firm culture. The firm has grown serially through tuck-in acquisitions (Benson & McLaughlin PS in 2011, Williamson and LaCombe and Nahon CPA in 2016-2017, Roer & Co. in 2021), internal shareholder promotions, and a recently announced Ascend West Coast partnership (December 2025).

Name

Sweeney Conrad, P.S.

Legal name

Sweeney Conrad, P.S.

Website

https://sweeneyconrad.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

101–250 employees

Short description

Sweeney Conrad, P.S. is a privately-held, single-office Certified Public Accounting firm in Kirkland, Washington, founded in 1980, providing tax, audit and assurance, and client accounting and advisory services to closely held businesses and high net worth individuals across the Pacific Northwest.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Accounts Receivable (Invoicing, Cash Application, Deductions) (BPAAAGAB)

Keywords

• Tax compliance services
• Audit assurance services
• Client accounting advisory
• Estate planning services
• Business advisory services

Headquarters

HQ city

Bellevue

HQ country

United States

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. Tax Services: Tax compliance, planning, and consulting services for closely held businesses and high net worth individuals including preparation, planning, research, and multi-state tax services.
2. Audit & Assurance Services: Audit, review, and compilation services for businesses and nonprofits, including employee benefit plan audits.
3. Client Accounting & Advisory Services (CAAS): Outsourced accounting services including monthly transactional accounting, bookkeeping, payroll processing, and financial advisory services for small and medium businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Sweeney Conrad, P.S. is a locally-owned Certified Public Accounting firm offering tax compliance and planning, audit and assurance, and outsourced client accounting & advisory services (CAAS). The firm primarily serves closely held companies and high net worth individuals in the Puget Sound area of Washington State.

Product overview

Sweeney Conrad, P.S. is a locally-owned Certified Public Accounting firm offering a unified suite of professional services centered on tax, audit, and client accounting advisory. The firm's core portfolio comprises four main service lines: Tax Services (planning, consulting, research, and compliance), Audit & Assurance (audits, reviews, compilations), Client Accounting & Advisory Services (outsourced bookkeeping and accounting), and Additional Services. These core offerings are supported by complementary modules including the QuickFee Payment Portal for client invoicing, ShareFile Client Portal for secure document exchange, the Sweeney Conrad Insights Blog for industry thought leadership, the People First Scholarship program for recruiting, and the One Good Deed Referral Program for community giving. The firm operates as a single-office, privately-owned structure in the Puget Sound area, providing personalized service with high principal involvement.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax planning, consulting, research, and compliance services for closely held companies and high net worth individuals. Includes multi-state tax services, state and local tax consulting, and estate/trust tax services.
• Audit & Assurance Services Audit, review, and compilation services providing financial statement assurance to businesses, nonprofit organizations, and their owners. Includes employee benefit plan audits.
• Client Accounting & Advisory Services (CAAS) Outsourced accounting services including monthly transactional accounting, bookkeeping, payroll processing, financial advisory, and remote/virtual CFO services for small and medium businesses.
• Additional Services Supplementary professional services beyond the core tax, audit, and CAAS offerings, including estate planning, trust services, business valuation, succession planning, and other specialized advisory services for closely held businesses and individuals.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Partnerships

One partnership is on record.

• Allinial GlobalcoreStrategic or Co-development PartnerSweeney Conrad is a proud member of Allinial Global, an association of over 250 accounting and consulting firms worldwide. Through this partnership, the firm gains access to international network resources, expertise exchange, and the ability to serve clients with global needs while maintaining its local, mid-sized firm culture. Members reinforce client service by exchanging expertise, resources, and experienced advice across a wide range of industries.

Scale indicators3 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Top 5 global accounting network with substantial Bellevue/Seattle presence serving closely-held businesses, high-net-worth individuals, and middle-market companies with overlapping tax and advisory services.
• FORVIS: Top 10 U.S. accounting firm formed via merger with broad tax, audit, and advisory services to mid-market clients; comparable service portfolio but materially larger scale following recent consolidation activity.

Direct peers

• Eide Bailly: Top 20 U.S. CPA and business advisory firm serving closely-held businesses and high-net-worth individuals with tax, audit, and outsourced accounting services — closely comparable service mix and middle-market client focus.
• Plante Moran: Large mid-sized U.S. accounting and advisory firm providing tax, audit, and consulting to closely-held businesses and high-net-worth clients; comparable firm profile with a similar principal-involvement culture and multi-office footprint.
• Moss Adams: Headquartered in Seattle, Moss Adams is one of the largest mid-sized CPA and advisory firms in the Pacific Northwest, serving closely-held businesses and high-net-worth individuals with tax, audit, and consulting services — the same core service lines and client profile as Sweeney Conrad, but at materially larger scale.
• Wipfli: Top 20 U.S. accounting and consulting firm with significant outsourced accounting (CAAS-like) and tax/advisory practices serving closely-held companies; comparable service breadth and middle-market positioning.
• Clark Nuber (now part of FORVIS): Bellevue, WA-based CPA firm with deep roots serving closely-held companies and nonprofits across the Puget Sound. Directly comparable mid-sized Pacific Northwest peer in tax, audit, and advisory services; recently joined FORVIS, illustrating the consolidation trend Sweeney Conrad itself is now pursuing via Ascend.

Regional players

• Ryan LLC: Largest global tax services firm specializing in state and local tax (SALT) and credits/incentives — directly comparable to Sweeney Conrad's State and Local Tax (SALT) practice led by Rachel Roberson, though operating at significantly larger scale and with a national footprint.
• Peterson Sullivan: Seattle-based mid-sized CPA firm offering tax, audit, and advisory services to closely-held businesses and high-net-worth individuals in the Pacific Northwest; comparable regional peer competing for the same Puget Sound client base.

Emerging players

• Ascend: CPA firm alliance and growth platform that announced its expansion into the West Coast via the Sweeney Conrad merger; serves as the partner organization for Sweeney Conrad's next-stage growth and offers comparable outsourced back-office and growth resources to peer firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/sweeneyconrad
• Facebookfacebook.com/sweeney-conrad-ps-279558005749390
• LinkedInlinkedin.com/company/sweeney-conrad-p-s-

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 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 Sweeney Conrad, P.S.