EWH Small Business Accounting

What EWH Small Business Accounting does

EWH Small Business Accounting is a Wisconsin-based Certified Public Accounting firm founded in 1979 by Edward W. Hastreiter, now operated as a private Wisconsin Service Corporation (EWH Small Business Accounting S.C.) under three Managing Partners — Debra Kurtz, Jon Buerger, and Randy Brinkmann. The firm sells bundled accounting, payroll, tax, accounts payable, business consulting, and QuickBooks/Sage 50 software support to small businesses through a flat-fee monthly membership, replacing traditional hourly billing. It maintains four Wisconsin offices (Waukesha headquarters, West Bend, Onalaska, Madison) and serves over 2,200 businesses monthly, with more than 65% of clients retained beyond five years and over 125,000 financial statements produced across its history. The client base is concentrated across eight industry verticals — restaurant and food, healthcare practices, construction and contractors, automotive shops, service industries, childcare facilities, franchisees, and other small businesses — each supported by specialized payroll, tax, and reporting workflows.

The firm's underlying technology stack is conventional rather than proprietary: Accounting CS for internal monthly write-up and financial statement preparation, QuickBooks Online/Desktop/Mac and Sage 50 for client accounting software implementation, SwipeClock (TimeWorksPlus, TimeSimplicity, WorkforceHub) and EmployerOnDemand ESS for timekeeping and employee self-service, EmployerOnTheGo for payroll processing, and a NetLink NextGen client portal for document exchange. There is no public API, no proprietary AI/ML, and no software-as-a-service offering; EWH operates as a human-staffed CPA practice whose differentiated value is the integrated membership relationship rather than technology ownership. Go-to-market is sales-led via free in-person or phone consultations, supported by referral incentives of $100–$300 per converted client, content marketing through the firm's blog, social presence on Facebook/X/LinkedIn/Instagram, print and radio advertising in Wisconsin business publications, and SEO with a free downloadable accounting-mistakes guide.

The business model is primarily recurring subscription revenue from monthly flat-fee memberships covering ongoing bookkeeping, payroll, and consulting, with professional-services revenue layered in for tax preparation, tax planning, and standalone business consulting engagements. Pricing is not publicly disclosed and is customized per client based on business complexity and activity level, creating predictable revenue per client but limiting top-of-funnel price transparency. The firm has no venture capital, private equity, or parent-company backing, no acquisitions, and no funding rounds; growth is financed entirely through operating cash flow and reinvested into staff hiring, vertical specialization, and physical-office expansion within Wisconsin.

Name

EWH Small Business Accounting

Legal name

EWH Small Business Accounting S.C.

Website

https://ewhsba.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

11–50 employees

Short description

EWH Small Business Accounting is a Wisconsin-based CPA firm founded in 1979 that delivers bundled accounting, payroll, tax, and consulting services to over 2,200 small businesses monthly through a flat-fee membership model across four Wisconsin offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Waukesha

HQ country

United States

HQ region

North America

Offices4 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 & Bookkeeping Services: Ongoing monthly accounting and bookkeeping services including financial statement preparation, bank reconciliation, accounts payable management, and financial reporting. Delivered as part of a flat fee membership.
2. Payroll Processing & Payroll Tax Services: Full-service payroll processing including check writing, direct deposit, tax payment and filing (federal/state), quarterly and year-end reporting, and W-2 processing. Often bundled with accounting membership.
3. Tax Preparation & Tax Planning: Business and individual income tax return preparation, sales tax filing, property tax returns, and year-round tax planning and projections. Offered on an annual or as-needed basis.
4. Business & Financial Consulting: Advisory services including financial statement interpretation, forecasting, budgeting, growth and financing assistance, and exit/sale planning. Included within membership or offered as add-on consulting.
5. Accounts Payable Services: Bill payment, invoice management, expense classification, and mailing services. Typically bundled with bookkeeping and accounting services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

EWH Small Business Accounting is a Wisconsin-based CPA firm that delivers bundled accounting, bookkeeping, payroll, tax preparation and planning, accounts payable, and business/financial consulting services to small businesses through a flat-fee membership model. The firm serves over 2,200 businesses monthly and has produced more than 125,000 financial statements since 1979, specializing across multiple SMB verticals including restaurants, healthcare, construction, automotive, childcare, franchisees, and service industries.

Product overview

EWH Small Business Accounting is a Wisconsin-based Certified Public Accounting firm founded in 1979, offering a bundled accounting membership model for small businesses. The core service portfolio comprises six integrated service lines: Accounting & Bookkeeping, Payroll & Timekeeping, Business & Financial Consulting, Tax & Tax Planning, Accounts Payable, and QuickBooks/Accounting Software Support. Services are delivered through a flat-fee membership program providing ongoing access to payroll processing, tax filing, account reconciliation, financial statements, and educational resources. The firm specializes across eight industry verticals (restaurants, healthcare, construction, automotive, service industries, childcare, franchises, and general small business), and offers integrations with QuickBooks, Sage 50, SwipeClock timekeeping platforms, and a proprietary client portal. EWH does not offer an AI-powered product, public API, or software-as-a-service platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Bookkeeping Services Full-charge bookkeeping for small businesses including bank and credit card reconciliation, cash flow analysis, and preparation of Profit & Loss, Balance Sheet, Cash Flow Statement, and General Ledger reports.
• Payroll & Timekeeping Services End-to-end payroll processing including tax payment and report filing, direct deposit, new hire reporting, PTO tracking, time clock systems, and quarterly/year-end reporting (W-2s, 941, unemployment filings).
• Tax & Tax Planning Services Proactive tax compliance and preparation covering business and personal income tax returns, sales tax filing, property tax returns, quarterly estimated taxes, and year-round tax law monitoring.
• Accounts Payable Services Bill payment and invoice management including on-time vendor payments, expense classification, check writing and mailing services, and duplicate entry prevention.
• Business & Financial Consulting Financial guidance through a flat-fee membership model including financial statement review, forecasting and budgeting, growth and financing assistance, tax planning, and exit/sale planning.
• QuickBooks & Accounting Software Services Certified QuickBooks Pro Advisor and Sage 50 (formerly Peachtree) partner providing software selection, setup, chart of accounts configuration, training, and ongoing support for QuickBooks and Sage platforms.
• Restaurant & Food Industry Services Specialized accounting for restaurants including tip reporting, payroll, food/liquor/labor cost calculation, franchise systems reporting, and new hire compliance.
• Healthcare Practices Services Accounting for medical providers and clinics covering billing, reimbursement, contracted rates, co-pay tracking, pension administration, and practice sale planning.
• Construction & Contractors Services Accounting for builders, remodelers, and tradespeople covering sales/use tax reporting, subcontractor invoicing, 1099 processing, materials cost tracking, and equipment financing.
• Automotive Shops Services Financial management for auto repair and body shops including parts inventory, equipment tax benefits, insurance payment tracking, overtime budgeting, and service rate taxation.
• Service Industries Services Accounting for professional services firms covering accounts receivable, billing, cost tracking, tax planning, and staffing forecasting.
• Childcare Facilities Services Specialized accounting for daycare providers covering state funding reporting, payroll management, and financing for facility improvements.
• Franchisee Services Accounting support for franchise owners covering franchisor system integration, multi-location management, corporate chart of accounts, and franchise fee reporting.
• Other Small Businesses Services General small business accounting for retail, manufacturing, tradespersons, and real estate covering bookkeeping, cash flow, sales tax, and income tax.

Quantifiable outcome

• More than 65% of EWH's client base has been in business for more than 5 years
• +2 more outcomes

Named customers11 records

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• QuickBooks (Intuit)coreTechnology or IntegrationEWH is a certified QuickBooks Pro Advisor. They help small business clients select, set up, configure, and optimize QuickBooks (online, desktop, Mac, PC, and mobile) including chart of accounts setup, bank/credit card account management, and reporting tools. This partnership enables them to deliver software implementation and training as part of their service offering.
• Sage 50 (formerly Peachtree)coreTechnology or IntegrationEWH is a Sage (formerly Peachtree) partner, offering similar implementation and support services as their QuickBooks partnership. Sage 50 is recommended alongside QuickBooks as an accounting software option for clients.
• Accounting CS (Client Accounting Software)coreTechnology or IntegrationEWH uses Accounting CS (formerly Write-Up Client) internally for monthly write-up and financial statement preparation for small business clients. This is EWH's core internal accounting platform.

Scale indicators4 records

Recent moves1 record

Expansion highlights5 records

Emerging players

• Botkeeper: AI-driven bookkeeping automation platform that partners with accounting firms and directly serves SMBs. Competes with EWH's manual write-up and reconciliation workflow by automating the underlying tasks; represents a structural threat to traditional CPA economics.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services platform serving SMBs and startups. Overlaps with EWH's core bookkeeping and tax-preparation offering but delivers via proprietary software rather than partner-led service.

Direct peers

• Eide Bailly LLP: Regional accounting firm headquartered in Fargo, ND with offices across the Midwest and Mountain West, with a strong SMB and closely-held-business focus. Closely comparable in service mix (accounting, tax, payroll, advisory) and similar SMB client orientation.
• Kemper CPA Group LLP: Mid-sized regional CPA firm headquartered in Evansville, IN with offices across the Midwest serving SMB and closely-held-business clients. Comparable size and full-service accounting, tax, payroll, and advisory offering.
• Anders CPAs + Advisors: St. Louis-based CPA and advisory firm serving closely held businesses and SMBs with accounting, tax, and consulting services. Similar mid-sized firm profile and SMB-focused service orientation.
• HBK CPAs & Consultants: Mid-Atlantic/Midwest regional CPA and advisory firm with a strong SMB practice. Similar bundled accounting, tax, payroll, and advisory model serving closely held businesses, though operating across a broader geographic footprint.

Broad incumbents

• Wipfli LLP: Largest US accounting firm headquartered in the Midwest (Milwaukee/WI), with a deep SMB advisory practice and similar multi-vertical service mix (accounting, tax, payroll, consulting). Substantially larger than EWH but operates in overlapping Wisconsin SMB market with comparable service lines.
• Plante Moran: Top-15 US accounting firm based in Michigan serving closely held businesses and SMBs across the Midwest. Comparable service portfolio (accounting, tax, payroll, advisory) and similar client base of owner-operated businesses.
• Baker Tilly US: Top-10 US accounting firm headquartered in Chicago with a sizable SMB and middle-market practice across the Midwest. Offers comparable accounting, tax, payroll, and advisory services and competes for the same Wisconsin SMB segment at larger scale.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm with strong SMB and closely-held-business practice across the Midwest. Direct service-line overlap (accounting, tax, payroll, advisory) and similar client profile, though operating at meaningfully larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/ewh_sba
• Facebookfacebook.com/Ewh-Small-Business-Accounting-117010605025760
• LinkedInlinkedin.com/company/ewh-small-business-accounting-s-c-
• Instagraminstagram.com/ewh.sba

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 EWH Small Business Accounting