Wouch Maloney

What Wouch Maloney does

Wouch, Maloney & Co., LLP is a privately-held Certified Public Accounting and business advisory firm founded in 1987 in Horsham, Pennsylvania, and organized as a Pennsylvania limited liability partnership. The firm operates three offices — Horsham (headquarters), Philadelphia (Center City), and Bonita Springs, Florida — and delivers nine integrated service lines: Accounting, Audit & Assurance, Tax, Business Advisory, Business Succession Planning, Business Valuation, Estate Planning, Forensic Accounting & Litigation Support, and International Tax Services. Clients are served through direct, quote-based professional engagements delivered by a team of 11-50, including five partners as of 2025 (John F. Maloney as Managing Partner, Eric Seidman, Stephen J. Slade, Adrienne Straccione, and Founder Stephen Wouch), supported by directors and managers holding specialized credentials such as CPA, CFF, CVA, CCIFP, CGMA, and CEPA.

The firm's go-to-market is sales-led and relationship-driven, with client acquisition grounded in industry association presence (ABC, CFMA, GBCA, NECA, SADV, NAWIC, PWC), thought-leadership content (blog, industry newsletters, Executive Leaders Radio appearances), campus recruiting, and client referrals. Technology is industry-standard rather than proprietary: QuickBooks for accounting, Sharefile-based secure client portal for document exchange, CPACHARGE/AffiniPay for payments with SSL encryption, Constant Contact for email marketing, and UserWay for web accessibility — supplemented by internal job-cost tracking, Work-in-Progress analyses, and CFMA-benchmarked internal control tools built around construction industry workflows.

Revenue is generated entirely through customized professional services engagements billed on a pay-as-you-go basis with no public pricing or disclosed financials. More than 70% of clients are in the Architecture, Engineering, and Construction (AEC) industry, with secondary concentrations in real estate development, manufacturing, wholesale distribution, professional service firms, and niche verticals such as athletes, entertainers, and employee benefit plans. The firm owns no external investors, parent company, or PE sponsor and has grown historically through organic expansion, a 2004 acquisition of Miciak & Company, and a 2015 merger with Edward F. Burger, CPA & Associates.

Name

Wouch Maloney

Legal name

Wouch, Maloney & Co., LLP

Website

https://wm-cpa.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Wouch, Maloney & Co., LLP is a privately-held CPA and business advisory firm founded in 1987, serving closely-held businesses primarily in the AEC/construction industry, plus real estate, manufacturing, professional services, and high-net-worth individuals from offices in Pennsylvania and Florida.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Public accounting services
• Business tax preparation
• Audit assurance services
• Forensic accounting support
• Business valuation services

Headquarters

HQ city

Horsham

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services: Ongoing accounting, bookkeeping, financial statement preparation, and controller services for closely-held businesses and individuals. Services include monthly/quarterly/year-end closing, general ledger maintenance, payroll processing, and financial reporting.
2. Audit & Assurance Services: Financial statement audits, reviews, and compilations; employee benefit plan audits (401K/403b); agreed-upon procedures; internal controls audits; and forensic audits for construction, real estate, manufacturing, retail, healthcare, and other industries.
3. Tax Services: Tax preparation and planning for businesses (corporations, partnerships, LLCs) and individuals. Includes federal, multi-state, and international tax services, IRS representation, estate and gift tax planning, and tax projections.
4. Business Valuation Services: Business valuations for estate/gift tax, financial reporting (ASC 805, ASC 350, ASC 718, ASC 820), mergers and acquisitions, buyouts, shareholder disputes, divorce proceedings, and succession planning. Expert witness testimony provided.
5. Estate Planning Services: Estate planning for high-net-worth individuals including asset distribution strategies, trust planning, charitable gifting, generation-skipping transfer tax planning, and wealth transfer strategies.
6. Forensic Accounting & Litigation Support: Financial investigations for legal disputes, bankruptcy services, damage analyses, expert witness testimony, fraud investigations, lost profits analysis, and domestic relations matters.
7. International Services: International tax services for multi-national operations including entity structuring, transfer pricing, U.S. income tax withholding compliance, and tax planning for individuals working abroad including professional athletes and entertainers.
8. Business Succession Planning: Comprehensive succession planning including business valuation, buy-sell strategies, ESOP analysis, merger and acquisition advisory, retirement planning, and ownership transition to next generation.
9. Business Advisory/Consulting Services: Management consulting including operational streamlining, regulatory compliance (Sarbanes Oxley, cybersecurity), internal audit services, internal control systems, benchmarking, and strategic planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Wouch Maloney is a full-service CPA firm providing accounting, audit and assurance, tax preparation and planning, business valuation, estate planning, business succession planning, forensic accounting and litigation support, business advisory, and international tax services. The firm serves closely-held businesses and high-net-worth individuals with deep specialization in the construction (AEC), real estate development, manufacturing, professional service, wholesale distribution, and athletes/entertainers industries.

Product overview

Wouch Maloney is a full-service Certified Public Accounting (CPA) firm offering a comprehensive suite of professional services organized around core accounting, audit, tax, and advisory capabilities. The firm operates nine integrated service lines: Accounting Services, Audit & Assurance Services, Business Advisory Services, Business Succession Planning, Business Valuation, Estate Planning, Forensic Accounting & Litigation Support, International Tax Services, and Tax Services. These services are delivered across six specialized industry practices: Construction, Real Estate, Manufacturing, Professional Service Firms, Wholesale Distribution, and Athletes & Entertainers. The firm's service model emphasizes cross-disciplinary coordination, providing clients with coordinated guidance rather than siloed advice.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services
• Audit & Assurance Services
• Tax Services
• Business Valuation Services
• Estate Planning Services
• Forensic Accounting & Litigation Support
• International Tax Services
• Business Succession Planning Services
• Business Advisory Services

Quantifiable outcome

• Identified tax savings opportunity resulting in additional loss to partners of over $5.5 Million through amended returns for qualified improvement property depreciation
• +2 more outcomes

Named customers12 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

17 partnerships are on record, tiered minor and core.

• CPACHARGE (AffiniPay, LLC)minorOthersThird-party payment processor for credit card transactions. Uses SSL encryption technology for secure payment processing. Electronic payment services for services rendered by Wouch Maloney.
• Constant ContactminorOthersEmail marketing platform used to send newsletters and informational emails to subscribers about news, updates, and services.
• Associated Builders and Contractors (ABC)coreOthersNational trade association for the construction industry. Firm has multiple team members active on national and state chapter boards. Membership supports construction client base.
• Construction Financial Management Association (CFMA)coreOthersIndustry association providing benchmarking data and financial management resources for construction. Team members use CFMA benchmarking data for client advisory services.
• National Electrical Contractors Association (NECA)minorOthersTrade association for electrical contractors. Firm serves clients in the electrical contracting industry.
• Subcontractors Association of Delaware Valley (SADV)coreOthersRegional trade association for subcontractors in the Delaware Valley. Multiple team members are members and serve in leadership roles.
• General Building Contractors Association (GBCA)coreOthersPhiladelphia-based construction association. Firm named GBCA Affiliate of the Year in 2025. Active member and participant in GBCA events.
• Professional Women in Construction (PWC)minorOthersIndustry organization supporting professional women in construction. Partner Adrienne Straccione serves on Philadelphia Chapter Board of Directors.
• National Association of Women in Construction (NAWIC)minorOthersNational organization supporting women in construction. Adrienne Straccione is an active member.
• American Institute of Certified Public Accountants (AICPA)coreOthersNational professional organization for CPAs. Firm participates in AICPA peer review program and has received unmodified reports. Team members are members and serve on committees.
• Pennsylvania Institute of Certified Public Accountants (PICPA)coreOthersState professional organization for CPAs in Pennsylvania. Multiple team members serve on PICPA committees including Federal Taxation Committee, Accounting and Auditing Committee.
• National Association of Certified Valuators and Analysts (NACVA)coreOthersProfessional association for business valuation analysts. Firm's valuation team members hold CVA credentials and are NACVA members.
• Estate Planning Council of Bucks CountyminorOthersLocal estate planning professional organization. John Maloney is a member.
• Estate Planning Council of Montgomery County (MCEPC)minorOthersLocal estate planning professional organization. Eric Seidman serves as Treasurer on Board of Directors.
• Habitat for Humanity of Bucks CountyminorOthersNonprofit housing organization. Eric Seidman serves on Board of Directors as Treasurer.
• Association for Corporate Growth (ACG)minorOthersGlobal organization for M&A and growth professionals. Jake Libucha is a member. Tyler Rutter is a member (Class of 2020).
• Becker Professional EducationminorOthersCPA exam review materials provider. Wouch Maloney employees receive discounted rates for Becker review materials.

Scale indicators6 records

Recent moves13 records

Expansion highlights5 records

Direct peers

• Kreischer Miller: Kreischer Miller is a Horsham, PA-based mid-size CPA and business advisory firm of comparable size serving closely-held businesses across the Mid-Atlantic. Same geography, similar service mix (audit, tax, advisory), and overlapping industry verticals make it the closest direct peer.
• Herbein + Company, Inc. Herbein + Company is a Reading, PA-based regional CPA firm of similar headcount serving construction, real estate, manufacturing, and professional service firms. Overlapping industry specialization and comparable mid-market positioning make it a direct comparable.
• RKL LLP: RKL LLP is a Lancaster/York, PA-based mid-size CPA and advisory firm serving closely-held businesses, construction, and real estate developers. Comparable size, geographic overlap in Pennsylvania, and similar vertical specialization make it a strong direct peer.
• Sax LLP: Sax LLP is a Parsippany, NJ-based mid-size CPA firm serving construction, real estate, manufacturing, and closely-held businesses in the Mid-Atlantic. Comparable size, overlapping industry verticals, and regional proximity make it directly comparable.
• Boyer & Ritter: Boyer & Ritter is a Camp Hill, PA-based mid-size CPA firm serving closely-held businesses, construction, and healthcare clients across central PA. Similar size, service breadth, and family-business orientation make it directly comparable.

Broad incumbents

• Friedman LLP: Friedman LLP is a larger Mid-Atlantic-based CPA and advisory firm with construction, real estate, and professional services practices. Larger scale and broader service portfolio position it as a broader incumbent competitor rather than direct head-to-head peer.
• Marcum LLP: Marcum LLP is a top-10 U.S. accounting firm with significant Mid-Atlantic presence and a strong construction industry practice. Significantly larger scale and broader service portfolio position it as a broader incumbent rather than a direct peer.
• Withum: Withum is a large regional CPA and advisory firm with a nationally recognized construction practice. Its much larger scale and broader geographic footprint make it a broader incumbent competing in overlapping verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/in/john-f-maloney-cpa-cff-cva-abar-663b4611
• Xx.com/wouchmaloneycpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Wouch Maloney