H2R CPA

What H2R CPA does

H2R CPA is a full-service public accounting and business advisory firm headquartered in Pittsburgh, Pennsylvania, founded in 1956 (originally as Horovitz, Rudoy & Roteman). The firm employs 51-100 professionals across two office locations (Pittsburgh headquarters and an Aliquippa/Beaver County satellite) and offers three core practice areas: Tax Services (corporate, individual, partnership, trust/estate, state and local, international, and tax credit certification); Assurance Services (audits, reviews, compilations, employee benefit plan audits, and IFRS conversion); and Business Consulting (business valuation, forensic accounting, transaction advisory, litigation support, exit and succession planning, estate planning, outsourced accounting, and QuickBooks solutions). Wealth management is delivered through an affiliated entity, H2R Wealth Management.

The firm serves four primary customer segments: closely held businesses in 11 verticals (manufacturing, distribution, construction, technology, real estate, professional services, hospitality, energy, oil and gas, sports and entertainment, auto dealerships, and retail); nonprofit organizations requiring audit-grade assurance; high net worth individuals and family offices requiring integrated tax, estate, and wealth advisory; and fraternal benefit societies, where H2R holds a national reputation. The firm has completed 1,000+ business valuations across industries and serves 100+ closely held businesses including 40 auto dealerships concentrated under one partner.

Revenue is generated via traditional professional services billing (hourly rates and project-based fees) with no public pricing or subscription disclosures. Go-to-market is relationship-led: client acquisition flows through professional referrals, attorney and wealth advisor networks, MGI Association cross-referrals, community involvement, and a dedicated Director of Marketing and Business Development. Distribution is direct, with services delivered by partners, directors, managers, and professional staff across the three practice lines. The firm's structure is that of a closely held, locally managed independent partnership, with no external private equity ownership disclosed.

Name

H2R CPA

Legal name

H2R CPA

Website

https://h2rcpa.com

Company type

Private

Founded year

1956

Operating status

Operating

Headcount range

51–100 employees

Short description

H2R CPA is a 70-year-old Pittsburgh-based full-service accounting and business advisory firm serving closely held businesses, nonprofit organizations, high net worth individuals, family offices, and fraternal benefit societies across western Pennsylvania and nationally, with tax, assurance, and consulting practices plus an affiliated wealth management arm.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Record-to-Report (R2R) Operations (End-to-End Accounting Ops, Statutory Pack Support) (BPAAAGAL)

akta.pro secondary industry

Purchase-to-Pay (P2P) Operations (BPAAAJAA)

Keywords

• Public accounting services
• Tax compliance and planning
• Audit and assurance
• Business valuation services
• Forensic accounting

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices2 records

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: Comprehensive tax services including tax strategy, planning, compliance, state and local tax, international tax, and tax credit certification. Revenue generated through project-based engagements and annual compliance engagements.
2. Assurance Services: Audit, review, and compilation services for businesses and nonprofit organizations. Includes employee benefit plan audits (401k, ERISA), IFRS conversion services.
3. Business Consulting: Business valuation, forensic accounting, transaction advisory, litigation support, succession/exit planning, estate planning, outsourced accounting services, and QuickBooks solutions.
4. Wealth Management: Wealth management services provided through H2R Wealth Management affiliate, including financial planning and advisory services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

H2R CPA is a full-service public accounting firm providing tax preparation, planning, and compliance; assurance services including financial statement audits, reviews, compilations, and employee benefit plan audits; and business consulting offerings such as business valuation, forensic accounting, transaction advisory, litigation support, exit/succession planning, outsourced accounting, and QuickBooks solutions. Wealth management services are provided through the affiliated H2R Wealth Management entity, with engagements delivered by partners, directors, managers, and professional staff to closely held businesses, nonprofit organizations, high-net-worth individuals, family offices, and fraternal benefit societies.

Product overview

H2R CPA is a full-service accounting firm offering a unified suite of professional services rather than a software product. The core service portfolio consists of Tax Services (corporate, individual, partnership, trust and estate tax), Assurance Services (audits, reviews, compilations and employee benefit plan audits), and Business Consulting (business valuation, forensic accounting, transaction advisory, litigation support, exit/succession planning, outsourced accounting, and QuickBooks solutions). Wealth Management is provided through the affiliated entity H2R Wealth Management. The firm operates as a traditional CPA firm rather than a technology product company, with services delivered through professional staff engagement rather than software platforms.

Differentiator

Problem solved

Functional benefit

Brands

• H2R Wealth Management: Wealth management services operated as a separate brand under H2R CPA umbrella, accessible via h2rwm.com

Products and services

• Tax Services Comprehensive federal, state, local, and international tax preparation, planning, compliance, and negotiation services for businesses and individuals, including tax strategy, tax planning, state and local tax, international tax, and tax credit certification engagements.
• Audits, Reviews and Compilations Assurance services providing objective examinations of financial statements to increase credibility for stakeholders, with focus on internal controls, fraud risk assessment, and testing of accounting records. Includes IFRS conversion services.
• Employee Benefit Plan Audits Annual audit services for employee benefit plans with more than 120 participants, covering health & welfare plans, defined benefit plans, 401(k) plans, 403(b) plans, ESOPs, profit sharing plans, and trusts.
• Business Valuation Professional business valuation services for estate, gift, inheritance tax, buy/sell agreements, shareholder disputes, marital dissolution, 409A valuations, charitable contributions, and exit planning, with the team having valued more than 1,000 businesses across multiple industries.
• Forensic Accounting Investigation of fraud allegations and irregularities including forensic procedures, fraud investigations, internal investigations, internal controls reviews, fraud mitigation, and data analytics services for businesses and legal counsel.
• Transaction Advisory Buy-side and sell-side due diligence, quality of earnings reports, deal structuring, and M&A advisory services for lower middle market companies with annual revenues up to $100 million.
• Litigation Support Expert consulting and testimony services for attorneys in commercial and family disputes, including forensic investigations, damage calculations, and business valuations.
• Exit Planning / Succession Planning Organized and systematic approach to prepare companies for ownership transition, including exit strategy development, succession planning, and tax minimization.
• Outsourced Accounting Services Fractional controller support providing controller-level leadership, financial analysis, QuickBooks optimization, and monthly close services, available in STANDARD, ADVANCED, and PRO service tiers for businesses seeking controller expertise without full-time hire.
• Solutions for QuickBooks QuickBooks consulting, training, setup, and ongoing support services including bookkeeping, accounts receivable/payable, payroll, and management reporting across QuickBooks Desktop, Online, and Enterprise products. Led by Advanced Certified QuickBooks Online ProAdvisors.
• Wealth Management Comprehensive wealth management services provided through the affiliated H2R Wealth Management entity, including financial planning and advisory services for high net worth individuals and business owners.

Quantifiable outcome

• 2 Year Best of Accounting Client Satisfaction award winner with 4.7 star rating from 574 verified clients
• +2 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• MGI AssociationcoreStrategic or Co-development PartnerH2R CPA is a member of MGI Association, a Top 20 international accounting association. The membership provides access to nearly 9,000 professionals in approximately 400 locations around the world, enabling H2R to serve clients with international operations and provide seamless service for clients looking for support throughout the United States and internationally.
• Intuit (QuickBooks)coreTechnology or IntegrationH2R CPA has a dedicated QuickBooks solutions team with multiple certified ProAdvisors. The firm provides consulting, training, and implementation services for QuickBooks Desktop, Online, and Enterprise products. Laura Scala holds the 'Elite' designation for QuickBooks consulting excellence.
• AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)supportingStrategic or Co-development PartnerH2R CPA is a member in good standing of the AICPA Employee Benefit Plan Audit Quality Center, which helps CPAs meet challenges of performing quality audits and ensures they meet specific experience, training and practice monitoring requirements.
• AICPA Governmental Audit Quality Center (GAQC)supportingStrategic or Co-development PartnerH2R CPA is a member in good standing of the AICPA Governmental Audit Quality Center, which helps members achieve highest standards in performing quality governmental and nonprofit audits.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Schneider Downs & Co., Inc. Pittsburgh-headquartered CPA and business advisory firm of comparable size serving closely-held businesses, nonprofits, and high net worth individuals with similar tax, audit, and consulting service lines. They are H2R's most direct local competitor for mid-market engagements in Western Pennsylvania.
• Sisterson & Co. Pittsburgh-based regional CPA firm providing tax, audit, and business advisory services to closely-held businesses and individuals. Similar size and service mix to H2R CPA, competing head-to-head for the same Western Pennsylvania client base.
• Maher Duessel: Pittsburgh-based CPA and advisory firm specializing in governmental audits, nonprofit accounting, and closely-held business services. Comparable in scale and overlap with H2R in government/nonprofit Single Audit work and Western Pennsylvania regional focus.
• Grossman Yanak & Ford LLP: Pittsburgh-headquartered full-service CPA firm providing tax, audit, business valuation, and consulting services to closely-held businesses and nonprofits. Closely comparable size and service portfolio to H2R CPA in the Western Pennsylvania market.

Broad incumbents

• Baker Tilly US: Top-10 national accounting and advisory firm with a significant Pittsburgh presence (notably following its acquisition of Wessel & Company). Competes with H2R on larger mid-market engagements while offering broader geographic reach and deeper industry specializations.
• CliftonLarsonAllen (CLA): Top-10 national CPA and advisory firm serving closely-held businesses, nonprofits, and high net worth individuals. Comparable advisory-led service model targeting the same mid-market client segment as H2R but at much greater scale.
• Plante Moran: Top-15 U.S. accounting, tax, and advisory firm serving closely-held businesses and family offices. Similar full-service advisory positioning to H2R with much broader geographic coverage and resources.
• Marcum LLP: Top-15 national accounting and advisory firm with strong mid-market focus on closely-held businesses, nonprofits, and business valuation services. Directly comparable in service mix to H2R but at significantly greater scale.
• HBK CPAs & Consultants: Mid-market-focused national CPA firm serving closely-held businesses, family offices, and high net worth individuals. Overlaps with H2R in tax, audit, valuation, and advisory services but operates across multiple regions.

Regional players

• Wessel & Company (now part of Baker Tilly): Formerly a direct Pittsburgh-headquartered regional CPA firm competing with H2R for closely-held business and nonprofit clients, now operating as part of Baker Tilly. Illustrates the regional consolidation trend affecting H2R's competitive market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/h2rcpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Subsidiaries1 record

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 H2R CPA