Trainer, Wright & Paterno

What Trainer, Wright & Paterno does

Trainer, Wright & Paterno, doing business as TWP CPAs & Consultants, is a private professional services firm headquartered at 218 13th Street, Huntington, West Virginia. The firm provides accounting, tax, consulting, and business valuation services to growth-minded business owners, positioning itself around a proactive, predictive advisory model rather than traditional backward-looking bookkeeping and compliance work. Its core service lines are Accounting Services (bookkeeping and financial statement preparation), Tax Services (tax strategy and operational tax planning), Consulting Services (business growth advisory), and Business Valuation Services, with an additional Advanced Accounting Services offering that emphasizes using financial data to forecast future outcomes.

The firm's underlying technology is minimal and conventional for the CPA sector: it operates a Squarespace-hosted website and a secure Client Portal (twpcpa.clientportal.com) for document exchange and ongoing advisor-client communication, with no proprietary platform, app, API, or disclosed integrations. Revenue is generated through custom engagement-based pricing, billed on multi-year contracts, across four streams — accounting, tax, consulting, and valuation — typically structured as recurring retainers for ongoing services and project-based fees for advisory and valuation engagements. The firm's go-to-market is sales-led, relying on direct client engagement at its Huntington office supplemented by website content marketing, a tax-tips blog, and an email newsletter.

A core strategic relationship is the firm's membership in The Concord Custom Wealth Group, which integrates TWP's Advanced Accounting Services with holistic wealth management to offer clients a combined accounting and personal-financial planning growth plan. Ownership appears to be a traditional CPA partnership, with no disclosed venture capital, private equity, or external investment.

Name

Trainer, Wright & Paterno

Legal name

Trainer, Wright & Paterno

Website

https://trainerwright.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Trainer, Wright & Paterno (TWP CPAs & Consultants) is a private Huntington, West Virginia CPA and consulting firm providing accounting, tax, consulting, and business valuation services to growth-minded business owners through custom multi-year engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Huntington Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services: Ongoing accounting and financial reporting services for businesses, likely billed on a recurring retainer or subscription basis.
2. Tax Services: Tax preparation, planning, and strategy services, typically project-based or annual engagements.
3. Consulting Services: Business valuation, consulting for growth, and advisory services billed as professional services engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Trainer, Wright & Paterno (TWP CPAs & Consultants) is a CPA and consulting firm that delivers proactive accounting, tax strategy, business valuation, and growth consulting services to growth-minded business owners. The firm emphasizes an analytical approach that leverages financial data to predict future outcomes rather than simply reporting historical results, integrating its advanced accounting services with holistic wealth management through its partnership with Concord Custom Wealth Group.

Product overview

TWP CPAs & Consultants offers a suite of professional accounting and consulting services designed for growth-minded businesses. The core offering consists of Accounting Services (bookkeeping and financial statements), Tax Services (tax strategy and planning), Consulting Services (business growth advisory), and Business Valuation Services. These services are delivered through a proactive approach that emphasizes using financial data to predict future outcomes rather than just reporting historical results. The Advanced Accounting Services module provides analytical insights to help clients control their finances and make strategic adjustments. Clients access services through a secure Client Portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Provides foundational accounting services including bookkeeping, financial statement preparation, and ongoing accounting support to serve as the financial backbone for businesses.
• Tax Services Delivers tax strategy development and operational tax planning services, ensuring tax strategy aligns with business operational plans.
• Consulting Services Offers business growth consulting and advisory services to help business owners increase the value of their business through strategic guidance.
• Business Valuation Services Provides business valuation assessments to determine the worth of a business, giving owners critical data about their company's value.
• Advanced Accounting Services Proactive accounting and financial analysis services that leverage data to predict future outcomes and help businesses make better decisions, integrated with holistic wealth management through the Concord Custom Wealth Group partnership.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Concord Custom Wealth GroupcoreStrategic or Co-development PartnerTrainer, Wright & Paterno became a member of The Concord Custom Wealth Group, integrating their Advanced Accounting Services with Holistic Wealth Management. This partnership creates a robust growth plan for clients by combining financial expertise with wealth management capabilities. CEO Wade Lopez explains how this integration benefits clients by providing comprehensive business and personal financial services.

Recent moves5 records

Expansion highlights4 records

Direct peers

• Anders CPAs + Advisors: Mid-size U.S. CPA and advisory firm offering tax, accounting, valuation and consulting to closely held and growth-focused businesses — comparable multi-disciplinary regional CPA model.
• Eide Bailly: Top-20 U.S. accounting firm offering tax, audit, advisory and business valuation services to growth-oriented middle-market businesses — directly comparable full-service CPA model to TWP, just at significantly larger scale.
• Plante Moran: Large U.S. accounting, tax and consulting firm serving middle-market and growth businesses with integrated advisory offerings — same full-service CPA-plus-advisor positioning as TWP.
• Marks Paneth: U.S. accounting and advisory firm providing tax, accounting, consulting and business valuation services to closely held and growth-stage companies — comparable service stack to TWP.
• FORVIS: Large U.S. CPA and advisory firm (formed from BKD and Dixon Hughes Goodman) providing tax, assurance, advisory and valuation to mid-market and growth-stage businesses — directly comparable service stack to TWP.
• Wipfli: Major U.S. accounting and advisory firm serving middle-market companies with tax, accounting, consulting and valuation services — overlaps directly with TWP's service mix and target client profile.
• Cherry Bekaert: Mid-market U.S. accounting and advisory firm providing tax, assurance, consulting and business valuation — comparable multi-disciplinary CPA model targeting growth-oriented private companies.
• Grassi & Co. Mid-size U.S. accounting, tax and advisory firm serving growth-minded business owners with consulting, valuation and tax strategy — closely comparable positioning and client base to TWP.
• Withum: Mid-market accounting and advisory firm with strong tax, advisory and business valuation practices for growth-stage and entrepreneur-led companies — directly comparable service mix to TWP.

Broad incumbents

• BDO USA: Top-10 global accounting and advisory network with a substantial U.S. middle-market practice covering tax, accounting, valuation and advisory — competes with TWP for the same growth-oriented mid-market clients but at vastly larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

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 Trainer, Wright & Paterno