Schlenner Wenner & Co

What Schlenner Wenner & Co does

Schlenner Wenner & Co. is a privately-held, full-service Certified Public Accounting firm founded in 1964 and headquartered in St. Cloud, Minnesota, with additional offices in Monticello and Little Falls. The firm employs 11 partners and over 80 staff across its central Minnesota footprint and delivers professional services rather than a software platform. Its service portfolio spans auditing, tax and accounting, financial statement preparation, payroll administration, nontraditional advisory, and wealth management, deployed via direct partner-led client engagements and supported by industry-standard platforms including NetClient Portal, CCH Axcess, CaseWare Cloud, and SafeSend ONE for secure document exchange and electronic tax return delivery.

The firm segments its clients primarily by vertical, serving construction companies, government entities, medical/dental practices, not-for-profit organizations, and small-to-medium businesses in central Minnesota. Its go-to-market is relationship-based professional services sales, leveraging 60 years of continuous operation, peer review standing, and sustained local market recognition (Best Accounting Firm in central Minnesota 2015-2022, 2024, 2025; Monticello 2010-2025) to acquire and retain clients through direct advisory relationships rather than active demand generation campaigns. Distribution is via in-person consultations at three physical offices, supplemented by an insights blog for thought leadership. Pricing is not publicly disclosed and follows a quote-based engagement model typical of the accounting industry.

Schlenner Wenner & Co. is employee-owned with no disclosed parent company, institutional investors, or private equity involvement. The firm celebrated its 60th anniversary in 2024 and maintains a family-oriented workplace culture with active internship and recruitment pipelines. Its revenue derives entirely from professional services fees across six service lines, with no productized, subscription, or platform revenue streams disclosed.

Name

Schlenner Wenner & Co

Legal name

Schlenner Wenner & Co.

Website

https://swcocpas.com

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

101–250 employees

Short description

Schlenner Wenner & Co. is a privately-held, full-service CPA firm founded in 1964, serving small-to-medium businesses, government entities, construction firms, medical/dental practices, and nonprofits across central Minnesota from offices in St. Cloud, Monticello, and Little Falls.

Ownership category

akta.pro rank

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Audit Services: Auditing services for businesses and organizations requiring independent financial verification and compliance assurance.
2. Tax and Accounting Services: Tax preparation, planning, and general accounting services for businesses and individuals.
3. Financial Statements: Compilation, review, and preparation of financial statements for various entity types.
4. Wealth Management: Financial planning and wealth management advisory services complementing core accounting offerings.
5. Nontraditional Services: Beyond standard accounting offerings, including specialized advisory services.
6. Payroll Services: Payroll processing and administration services for business clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Schlenner Wenner & Co. is a full-service Certified Public Accounting firm providing auditing, tax preparation and planning, financial statement preparation, payroll administration, wealth management advisory, and nontraditional advisory services. The firm serves businesses, individuals, government entities, nonprofits, construction companies, and medical/dental practices across central Minnesota through three office locations (St. Cloud, Monticello, Little Falls), supported by secure client portals for document exchange.

Product overview

Schlenner Wenner & Co is a full-service Certified Public Accounting firm offering a unified portfolio of professional services rather than a software platform. The core offerings include auditing, tax and accounting, financial statements, payroll services, nontraditional services, and wealth management. SafeSend ONE serves as a complementary digital tool for electronic tax return delivery and signatures. The firm does not operate a platform-plus-modules software architecture; instead, it delivers professional expertise and services across three Minnesota locations (St. Cloud, Monticello, and Little Falls).

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Successfully assisted with company merger process

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Wipfli LLP: Top-20 US accounting and advisory firm headquartered in the upper Midwest with a similar multi-location, multi-service CPA model serving middle-market and SMB clients. Directly comparable in service mix (audit, tax, advisory, wealth) and regional Midwest presence.
• Eide Bailly LLP: Top-25 US CPA firm with strong upper Midwest presence and similar full-service offerings including audit, tax, accounting, and wealth management for SMB and middle-market clients. Operates with comparable multi-office regional structure to SWC.
• Redpath and Company: Minnesota-based CPA firm offering tax, audit, and advisory services to construction, nonprofit, healthcare, and government clients in the Twin Cities and greater Minnesota. Closely comparable by geography, vertical mix, and service offerings.
• Lurie LLP: Minneapolis-based full-service CPA and business advisory firm serving closely held businesses, nonprofits, and individuals with tax, audit, and wealth services. Comparable Midwest CPA peer in service scope and clientele.
• Smith Schafer & Associates: Minnesota-based CPA firm providing tax, audit, accounting, and advisory services to construction, healthcare, and nonprofit clients in the upper Midwest. Comparable in size, vertical focus, and service offering.
• CliftonLarsonAllen (CLA): Large US CPA and advisory firm founded in Minnesota with extensive Midwest presence; offers the same full-service professional accounting and advisory suite as SWC but at materially greater scale. Closest scaled regional CPA peer.
• Boulay PLLC: Minnesota-headquartered CPA and advisory firm providing audit, tax, accounting, and wealth management to privately held businesses and individuals. Similar size and service breadth as SWC, with strong vertical specialization.

Broad incumbents

• RSM US LLP: Top-10 US CPA and advisory firm focused on middle-market clients across all 50 states; serves the same construction, healthcare, government, and nonprofit verticals as SWC but at much greater scale and with broader geographic reach.
• BDO USA: Top-10 global accounting network serving middle-market US businesses in audit, tax, and advisory. Competes with SWC for larger Minnesota middle-market clients, especially in healthcare, government, and nonprofit verticals.

Regional players

• Abdo Financial Solutions: Midwest-based regional CPA and advisory firm with offices in Minnesota, providing similar audit, tax, and advisory services to SMBs, government entities, and nonprofits. Comparable size and regional positioning with adjacent geographic presence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• Xx.com/SchlennerWenner
• Facebookfacebook.com/SchlennerWennerCo

Revenue estimate

Valuation estimate

Number of profiles

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 Schlenner Wenner & Co