Williams & Company P.C.

What Williams & Company P.C. does

Williams & Company P.C. is an Iowa-based Certified Public Accounting firm founded in 1929 that delivers tax preparation and planning, audit and assurance, accounting and bookkeeping, and financial advisory services to clients across Iowa and South Dakota. The firm operates nine physical offices — Le Mars, Spencer, Sheldon, Onawa, Estherville, Yankton, Sioux City, Sioux Falls, and West Des Moines — and serves five distinct verticals: individuals and small businesses, agribusiness, not-for-profits, state and local government entities, and long-term care facilities. Vertical specialization is supported by shareholder-CPAs with credentials including AICPA Advanced Single Audit certification and CVA valuation credentials, and the firm highlights long-tenured, multi-generational client relationships spanning nearly a century.

The firm's technology stack is built on third-party SaaS integrations rather than proprietary platforms. Audit and assurance engagements use Suralink, a cloud-based document collaboration portal with drag-and-drop upload and real-time request visibility; tax return delivery runs on SafeSend Returns, which provides secure e-signing, identity verification, and encryption without requiring client account setup; client accounting and AP workflows are supported via QuickBooks Online/Desktop and Bill.com. There is no public or partner-facing API. The only productized, non-engagement offering is Audit Protection, a $200 annual subscription (three-year coverage) covering IRS correspondence handling, tax identity recovery, and audit representation up to appeals level.

Revenue is generated primarily through quote-based professional service fees tied to engagement scope and complexity, with the Audit Protection plan as the sole disclosed recurring-revenue line. Go-to-market is relationship-led, anchored by free introductory meetings, the firm's nine office locations as physical acquisition and service points, and community involvement (including Iowa CPA Month of Service). Customer acquisition is also supported through a company blog covering regulatory updates, LinkedIn employer branding, and Facebook community engagement. The firm is privately held by its shareholder-CPAs with no external private equity, venture capital, or parent ownership indicated.

Name

Williams & Company P.C.

Legal name

Williams & Company P.C.

Website

https://williams.cpa

Company type

Private

Founded year

1929

Operating status

Operating

Headcount range

101–250 employees

Short description

Williams & Company P.C. is a 96-year-old Iowa-based CPA firm operating nine offices across Iowa and South Dakota, providing tax, audit, accounting, and advisory services to small businesses, agribusiness, nonprofits, government entities, and long-term care facilities.

Ownership category

akta.pro rank

Headquarters

HQ city

Le Mars

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation and Compliance: Federal and state tax return preparation for individuals, partnerships, corporations, and other entities. Revenue is generated through professional service fees based on complexity and scope of work.
2. Audit and Assurance Services: Audit, review, and compilation services for businesses, nonprofits, and governmental entities. Includes Single Audits for entities receiving federal funding and Yellow Book compliance.
3. Accounting and Bookkeeping Services: Day-to-day accounting, bookkeeping, payroll processing, and financial statement preparation services for small businesses and individuals.
4. Tax Planning and Advisory: Strategic tax planning, business consulting, estate and trust planning, and financial advisory services to help clients minimize tax liability and achieve financial goals.
5. Audit Protection Plan: Annual fee-based protection service providing IRS correspondence handling, tax identity recovery, and audit representation up to appeals level. Annual fee of $200 with 3-year coverage period.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Williams & Company P.C. is a Certified Public Accounting and tax advisory firm delivering tax preparation and planning, audit and assurance, accounting and bookkeeping, payroll, financial planning, and advisory services to businesses, individuals, agribusinesses, not-for-profits, state and local governments, and long-term care facilities across Iowa and South Dakota. Service delivery is supported by secure client portals (Suralink, SafeSend) and accounting platforms (QuickBooks, Bill.com) integrated into client engagements.

Product overview

Williams & Company P.C. is an Iowa-based CPA and advisory firm providing integrated accounting, tax, audit and assurance, and financial planning services. The firm operates across nine offices serving clients in Iowa and South Dakota. Service delivery is enabled by technology platforms including QuickBooks Online and Desktop (accounting integration), Bill.com (accounts payable), Suralink (audit document collaboration), and SafeSend Returns (tax document delivery and e-signing). The portfolio includes specialized service lines for small businesses (core accounting, controller-level expertise, executive insights, key-person support), agribusiness, not-for-profits, government entities, and long-term care facilities. An optional paid add-on, Audit Protection, provides tax identity recovery and audit representation services.

Differentiator

Problem solved

Functional benefit

Products and services

• Core Accounting for Small Business Day-to-day accounting, payroll, and bookkeeping services for small businesses, including cash flow analysis, audit preparation, QuickBooks support, and federal, state, and local compliance reporting.
• Controller-Level Expertise Periodic financial oversight service providing forecasting, lease vs. buy analysis, and internal controls evaluation for businesses. Designed to give clients the analytical perspective of a controller without the overhead of hiring one full-time.
• Executive Insights (Small Business Advisory) Strategic advisory service from executive-level CPAs covering business transition planning, profit improvement, M&A navigation, entity selection, and trend analysis for small business owners.
• Key-Person Support Personal financial advisory service for business owners and key individuals covering wealth planning, tax minimization strategies, and business valuation.
• Agribusiness Accounting Specialized accounting and tax services for agricultural producers, farmers, ranchers, and agribusiness processors/distributors covering expansion planning, operational optimization, business transition, estate planning, and food/agriculture-specific tax strategies.
• Not-for-Profit Accounting Accounting and compliance services for not-for-profit organizations, including grant income reporting, IRS Form 990 preparation, payroll processing for nonprofit staff, and board fiduciary training.
• Government Accounting Accounting and audit services for state and local government entities covering financial reporting, resource management, risk mitigation, regulatory compliance, agreed-upon procedures, and forensic accounting.
• Long-Term Care / Healthcare Accounting Specialized accounting for nursing homes, assisted living facilities, and other long-term care providers, covering regulatory compliance, Medicaid rate optimization, Medicare/Medicaid cost reports, financial statement preparation, and executive financial advisory.
• Tax Preparation and Advisory Tax return preparation and planning for individuals, partnerships, corporations, agribusinesses, and not-for-profit organizations, covering federal and state tax compliance, strategic tax planning, and consulting.
• Audit and Assurance Audit, review, and compilation services for businesses, not-for-profit organizations, and governmental entities, including Single Audits for entities receiving federal funding and Yellow Book compliance engagements.
• Financial Planning and Advisory Personal and business financial planning services including wealth planning, estate planning, retirement planning, and business succession planning.
• Technology Consulting Advisory services to help clients select, implement, and optimize accounting technology tools and software.
• Suralink Client Portal (Audit Document Collaboration) Secure, cloud-based document request and exchange platform used by Williams & Company during audit and assurance engagements, providing clients with real-time visibility into outstanding document requests and enabling drag-and-drop file uploads and secure storage.
• SafeSend Returns (Tax Document Delivery and E-Sign) Secure electronic tax return delivery platform enabling clients to receive, review, e-sign, and submit tax returns from any device, with built-in identity verification, encryption, and email payment reminders.
• Audit Protection Plan Annual fee-based add-on service providing IRS correspondence handling, tax identity recovery, and audit representation up to the appeals level for enrolled individual tax clients. Priced at $200/year with three-year coverage from enrollment.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• SuralinkcoreTechnology or IntegrationSuralink is a secure, cloud-based document request platform used by Williams & Company during audit and assurance engagements. It enables clients to view, upload, and manage engagement-related documents in one place, providing real-time visibility into outstanding requests and completed items.
• SafeSend ReturnscoreTechnology or IntegrationSafeSend Returns is a secure electronic tax return delivery platform that allows Williams & Company clients to receive, review, e-sign, and submit tax documents electronically from any device. Features include identity verification, encryption, and payment reminders.
• QuickBooks (Intuit)coreTechnology or IntegrationWilliams & Company provides support for QuickBooks Online and QuickBooks Desktop as part of their client accounting services. They offer QuickBooks setup, troubleshooting, and ongoing support for clients.

Scale indicators2 records

Recent moves2 records

Expansion highlights5 records

Direct peers

• Honkamp Krueger CPAs & Advisors: Regional Midwest CPA and advisory firm offering tax, audit, and advisory services across multiple offices. Directly comparable to Williams & Company in size, multi-office footprint, and full-service CPA offerings.
• Redpath and Company: St. Paul-based regional CPA firm offering accounting, tax, audit, and advisory services to closely held businesses and nonprofits. Similar size profile and regional professional services delivery model to Williams & Company.

Broad incumbents

• Eide Bailly LLP: Top-30 U.S. accounting firm headquartered in the upper Midwest serving agribusiness, government, healthcare, and small business clients. Larger and broader in scope than Williams & Company, but overlapping vertical specializations make it a strong comparable.
• Wipfli LLP: Large regional CPA and advisory firm serving industries including agribusiness, nonprofit, government, and healthcare across the Midwest. Comparable service mix but materially larger scale than Williams & Company.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with strong presence in Midwest states. Offers the same core tax, audit, and advisory services as Williams & Company with similar vertical specialization, but at national scale.
• Carr, Riggs & Ingram (CRI): Top-30 U.S. accounting firm serving closely held businesses, government, healthcare, and nonprofit clients across multiple states. Comparable vertical mix but materially larger than Williams & Company.
• Forvis Mazars: Top-10 accounting and advisory firm offering tax, audit, and consulting services across the U.S. including significant agribusiness and government practice. Much larger and broader, but competes for the same types of clients.

Regional players

• Boulay Group: Mid-size CPA and business advisory firm serving small businesses, agribusiness, and government-related clients across the upper Midwest. Comparable in size, multi-vertical focus, and relationship-led service model.
• Abdo Solutions: Minnesota-based accounting firm providing tax, audit, and advisory services to small businesses, government entities, and nonprofits in the upper Midwest. Comparable service breadth and similar Midwestern client base.
• BerganKDV: Mid-size Midwest accounting and advisory firm offering tax, audit, and consulting to closely held businesses, government, nonprofit, and healthcare clients. Most directly comparable to Williams & Company in size and vertical mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/williamscpas
• LinkedInlinkedin.com/company/williams-&-company-cpa
• Xx.com/Williams_CPA

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 Williams & Company P.C.