Markham Norton Mosteller Wright & Company

What Markham Norton Mosteller Wright & Company does

Markham Norton Mosteller Wright & Company is a regional certified public accounting (CPA) firm founded in 1979, headquartered in Fort Myers, Florida, with a second office in Naples. The firm employs approximately 50 professionals and serves a diversified client base across Southwest Florida, with named verticals spanning healthcare, construction, dental practices, high-net-worth individuals, trust and estate planning, real estate, nonprofit organizations, restaurants and hospitality, and manufacturing and distribution. The firm has been acquired by Creative Planning, a national wealth management and financial planning firm, as indicated by a press announcement on its website, embedding the CPA practice within a larger financial services platform.

The firm operates five core service lines: tax preparation and planning, advisory services, forensic accounting and valuation, outsourced accounting and managed services, and bookkeeping. Revenue is generated through professional service fees structured around engagement-based billing typical of CPA firms, with revenue mix spanning individual tax clients, small-to-mid-cap businesses, and HNW clients with trust and estate work. No pricing, revenue, or financial metrics are publicly disclosed. The firm is a private entity with no institutional funding rounds.

The business model is a conventional professional services model: billable hours and fixed-fee engagements executed by licensed CPAs and staff, with revenue tied to client headcount, engagement complexity, and seasonal tax cycles. The firm has accumulated multiple industry recognitions, including consecutive "Best Firms to Work For" awards (2011-2025) and "Top 500" CPA firm placement (2022-2025), which serve as the principal brand and talent signals in the absence of any disclosed technology or platform differentiation.

Name

Markham Norton Mosteller Wright & Company

Legal name

Markham Norton Mosteller Wright & Company, P.A.

Website

https://markham-norton.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

11–50 employees

Short description

Markham Norton Mosteller Wright & Company is a Florida-based CPA firm founded in 1979, serving healthcare, construction, dental, nonprofit, and HNW clients across Southwest Florida with tax, advisory, forensic accounting, and managed services.

Ownership category

akta.pro rank

Headquarters

HQ city

Fort Myers

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Professional Accounting Services: Hourly billing and retainer arrangements for ongoing accounting, tax preparation, and advisory services to businesses and individuals.
2. Tax Services: Tax planning and preparation services for individuals, businesses, and organizations including multi-state and international tax compliance.
3. Advisory Services: Strategic advisory and consulting engagements including forensic accounting, business valuation, and outsourced accounting services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Markham Norton Mosteller Wright & Company is a CPA firm providing integrated tax preparation and planning, bookkeeping, outsourced accounting, advisory, and forensic accounting & valuation services. The firm serves businesses and high-net-worth individuals across industry verticals including healthcare, construction, real estate, nonprofit, dental, manufacturing/distribution, and hospitality. Services are delivered as ongoing engagements and project-based engagements from offices in Fort Myers and Naples, Florida, with reach to clients across the United States, Canada, and internationally.

Product overview

Markham Norton Mosteller Wright & Company is a CPA firm offering integrated tax, accounting, and advisory services. The firm's service portfolio centers on four core offerings: Advisory Services (strategic business and financial guidance), Tax Services (preparation and planning), Forensic Accounting & Valuation Services (investigative and valuation work), and Outsourced Accounting & Managed Services (ongoing bookkeeping and accounting support). The company serves diverse industries including healthcare, construction, real estate, nonprofit, and hospitality, providing tailored solutions to clients ranging from startups to well-established businesses and high-net-worth individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services
• Advisory Services
• Forensic Accounting & Valuation Services
• Outsourced Accounting & Managed Services
• Bookkeeping Services

Named customers5 records

Segments12 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Eide Bailly LLP: Top 50 U.S. CPA firm offering tax, audit, advisory, and technology services across multiple industries including healthcare, construction, real estate, and nonprofit. Comparable in service breadth and mid-market positioning.
• RSM US LLP: Mid-tier global audit, tax, and consulting firm serving middle-market businesses. Comparable in size band, multi-vertical coverage, and integrated advisory model to Markham Norton.
• Marcum LLP: Top-tier U.S. accounting and advisory firm offering tax, audit, advisory, and technology services with a strong Florida presence. Directly comparable in service mix, mid-market focus, and verticals served.
• Wipfli LLP: Top 25 U.S. accounting and advisory firm serving middle-market businesses with tax, audit, advisory, and outsourced accounting services. Comparable service portfolio and target client size to Markham Norton.
• Crowe LLP: Top 10 U.S. public accounting and consulting firm providing audit, tax, advisory, and risk services to mid-market and large clients. Similar integrated service model with comparable verticals.
• Cherry Bekaert LLP: Mid-size national CPA and advisory firm offering tax, audit, advisory, and outsourced accounting services to a similar multi-vertical client base. Closely comparable in scale, service mix, and target market (mid-market businesses and high-net-worth individuals) to Markham Norton.
• Withum Smith+Brown, PC: Mid-size East Coast CPA and advisory firm with strong Florida presence, serving closely held businesses, professional services, healthcare, real estate, and nonprofit clients. Direct competitor in target verticals, size tier, and integrated service model.

Broad incumbents

• Moss Adams LLP: Top 15 U.S. accounting and business advisory firm serving middle-market clients across multiple industries. Larger scale with similar service breadth and vertical coverage.
• BDO USA: Top 5 global accounting and advisory firm serving middle-market to large clients with comprehensive tax, audit, and advisory services across all major verticals. Larger scale but operates in adjacent competitive set.
• Plante Moran: Larger U.S. accounting, tax, and advisory firm with broad industry coverage including healthcare, manufacturing, real estate, and nonprofit. Larger scale than MNMW but overlaps significantly on service lines and verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCYeITG4XNKS-TNaFDGe_5Gw?view_as=subscriber
• Facebookfacebook.com/MarkhamNorton
• LinkedInlinkedin.com/company/markham-norton-mosteller-wright-&-company
• Instagraminstagram.com/mnmw_cpas
• Xx.com/mnmw

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Markham Norton Mosteller Wright & Company