Weworski & Associates

What Weworski & Associates does

Weworski & Associates is a privately held certified public accounting firm headquartered in San Diego, California, founded in 1992 and operating as a partner-led practice with 11-50 employees. The firm delivers three core service lines — Audit & Advisory, Title IV Compliance Attestation, and Tax Services — to a clientele of more than 200 businesses, with a primary vertical focus on the U.S. postsecondary education industry and secondary work for non-profits, employee benefit plans, and individual tax clients.

Audit offerings include financial statement audits, reviews, Single Audits under the Uniform Guidance, employee benefit plan audits, compilations, 90/10 Agreed Upon Procedures, and pre-acquisition due diligence. Title IV Compliance is the firm's differentiated specialization, addressing U.S. Department of Education requirements and Federal Student Aid programs through Third-Party Servicer Compliance Attestation, Program Review Findings Attestation, Title IV Close-out Compliance Attestation, and Federal Perkins Loan Program Liquidation Audit services. Tax Services span planning, preparation, Form 990 filings, and IRS audit assistance for businesses and individuals.

The business model is professional services engagement-based: pricing is quote-based and undisclosed publicly, revenue is generated per engagement, distribution is direct-to-client with no intermediaries, and go-to-market depends on long-standing industry reputation and relationship-based sales rather than outbound marketing. Following the 2025 retirement of founding Partner Joseph Weworski, the firm is now led by Managing Partner Brett Ingle, with Partners Jack Karlson heading the Financial Statement Audit department and Chris Ellingsworth heading Compliance Audit and Tax. The firm operates exclusively within California and maintains no disclosed funding, M&A, partnership, or acquisition activity.

Name

Weworski & Associates

Legal name

Weworski & Associates

Website

https://weworski.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Weworski & Associates is a San Diego-based CPA firm founded in 1992 that delivers audit, Title IV compliance attestation, and tax services primarily to U.S. postsecondary education institutions, non-profits, and benefit plans, serving over 200 businesses through partner-led engagements.

Ownership category

akta.pro rank

Product category

Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Professional, Scientific, and Technical Services (54)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Aid Compliance, Audit & Program Integrity (EDADAHAI), Assessment & Examination Integrity Audits (EDADAGAE)

Keywords

• Audit and assurance services
• Title IV compliance attestation
• Financial statement audit
• Tax preparation services
• Higher education accounting

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Audit Services: Professional services revenue from conducting financial statement audits, financial statement reviews, Single Audits under the Uniform Guidance, employee benefit plan audits, compilations, 90/10 Agreed Upon Procedures, and pre-acquisition due diligence for clients primarily in higher education and non-profit sectors.
2. Tax Services: Revenue from providing comprehensive tax services to businesses and individuals, including tax planning, preparation, compliance, Form 990 preparation for tax-exempt organizations, and IRS audit assistance.
3. Title IV Compliance Services: Revenue from conducting Title IV compliance attestations for educational institutions, including Third-Party Servicer Compliance Attestation, Program Review Findings Attestation, Title IV Close-out Compliance Attestation, and Federal Perkins Loan Program Liquidation Audit.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Weworski & Associates is a certified public accounting firm providing audit and advisory services, Title IV compliance attestations, and tax services to businesses, educational institutions, non-profits, and individuals. The firm's three core service lines cover financial statement audits, Uniform Guidance Single Audits, employee benefit plan audits, Federal Student Aid (Title IV) compliance attestations, tax planning and preparation, and IRS audit assistance, with specialized focus on the postsecondary education industry.

Product overview

Weworski & Associates is a certified public accounting firm offering three core professional service lines: Audit & Advisory Services, Title IV Compliance Attestation Services, and Tax Services. The firm specializes in serving the postsecondary education industry, providing audit, compliance, and tax solutions to over 200 business clients. The Audit & Advisory Services encompass financial statement audits, reviews, single audits, and employee benefit plan audits. The Title IV Compliance services address regulatory requirements for educational institutions receiving federal student aid. The Tax Services division handles business and individual tax planning, preparation, and compliance, including Form 990 preparation for tax-exempt organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Advisory Services Independent audit and advisory services including financial statement audits, reviews, Single Audits under Uniform Guidance, employee benefit plan audits, compilations, 90/10 Agreed-Upon Procedures, and pre-acquisition due diligence. Targeted at private colleges, universities, non-profits, and employee benefit plans.
• Title IV Compliance Attestation Services Specialized compliance attestation services for educational institutions covering Title IV compliance, Third-Party Servicer Compliance Attestation, Program Review Findings Attestation, Title IV Close-out Compliance Attestation, and Federal Perkins Loan Program Liquidation Audit under U.S. Department of Education requirements.
• Tax Services Comprehensive tax solutions including tax planning, preparation, and compliance for businesses and individuals, Form 990 preparation for tax-exempt organizations, and IRS audit assistance. Aimed at optimizing clients' tax positions while ensuring regulatory compliance.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Moss Adams: Top-15 U.S. accounting firm with a Higher Education and Not-for-Profit industry group performing financial statement audits, A-133/Uniform Guidance audits, and tax services for private institutions — closely aligned with Weworski's vertical focus.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with a dedicated Higher Education practice that performs financial statement audits, Single Audits, and Title IV compliance work for private colleges and non-profits — the same niche Weworski serves. CLA is the most directly comparable scaled peer.
• Plante Moran: Mid-tier U.S. accounting and advisory firm with a Higher Education practice providing audit, tax, and consulting services to private colleges and universities — same vertical, similar service mix.
• Crowe LLP: Top-10 U.S. accounting firm with a Higher Education practice delivering audit, tax, and advisory services to private colleges, universities, and non-profits — comparable services and customer base to Weworski at greater scale.
• Baker Tilly US: Mid-tier accounting firm with an established Higher Education and Not-for-Profit practice performing financial statement audits, Uniform Guidance single audits, and regulatory attestations — directly overlapping Weworski's core service mix for private colleges.

Broad incumbents

• KPMG US (Higher Education): Big 4 firm with a Higher Education and Not-for-Profit practice serving the largest private universities; provides the same audit, Title IV-related, and tax services as Weworski but at significantly greater scale and geographic reach.
• Grant Thornton: Top-7 U.S. accounting firm with a Higher Education practice performing audits, single audits, and advisory for non-profits and private colleges — competes with Weworski primarily for larger institutional engagements.
• BDO USA: Top-10 global accounting network with a Higher Education and Not-for-Profit industry group serving large and mid-sized private colleges — a broader incumbent that competes for the same Title IV attestation work.

Emerging players

• BerryDunn: Mid-sized U.S. accounting firm with a dedicated Higher Education practice serving private colleges and non-profits with financial statement audits and federal compliance — comparable niche positioning to Weworski.
• Withum Smith+Brown: Top-25 U.S. accounting firm with a Higher Education and Not-for-Profit practice that has grown significantly through acquisitions; competes with Weworski for mid-sized private college audit engagements, especially in the West.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

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 Weworski & Associates