McQuaig & Welk

What McQuaig & Welk does

McQuaig & Welk is a small, private accounting and CPA firm based in Wenatchee, Washington, operating with between 1 and 10 employees. Per its public materials (which align with the website content of J Kramer & Associates, PLLC at jkramercpas.com, suggesting a co-branded or closely affiliated practice at the One Oneonta Drive, Wenatchee address), the firm delivers a full suite of professional services to individuals, corporations, and multi-tiered partnerships across Washington State. Core practice areas include taxation (planning, sales transactions, business formations and liquidations, and Sec. 1031 exchanges), bookkeeping and business reporting (payroll, tax returns, financial reporting, accounts payable and receivable), A La Carte CFO outsourcing, on-site QuickBooks training, and business valuations through periodic reviews.

The firm's underlying technology stack is minimal and not proprietary: it relies on QuickBooks for client accounting work, Squarespace for its web presence, and standard CPA tooling. There is no disclosed software product, API, SDK, app, or AI/ML capability. The value proposition rests on the experience of the CPA staff, personalized service (including on-site QuickBooks training at client locations), and the ability to develop tax strategies responsive to new laws and legislation.

The business model is a traditional professional services engagement model. Pricing is quote-based and not publicly disclosed; revenue is generated through hourly or project-based fees for tax preparation, recurring bookkeeping and payroll engagements, CFO advisory retainers, and business valuation work. Go-to-market is direct client engagement within the local Wenatchee market and broader Washington State, with no disclosed marketing channels, partnerships, or referral networks. Customer segments are horizontal — primarily general business clients and individuals — with no vertical specialization identified.

Name

McQuaig & Welk

Legal name

J Kramer & Associates, PLLC

Website

https://mcqw.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

McQuaig & Welk is a small private CPA firm in Wenatchee, Washington, providing taxation, bookkeeping, payroll, outsourced CFO, QuickBooks training, and business valuation services to individuals, corporations, and partnerships across Washington State.

Ownership category

akta.pro rank

Product category

CPA and Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Tax planning services
• Bookkeeping services
• CFO outsourcing
• Business valuation
• QuickBooks training

Headquarters

HQ city

Wenatchee

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

McQuaig & Welk (operating as J Kramer & Associates, PLLC) is a CPA firm in Wenatchee, Washington providing professional accounting services including tax planning and preparation, monthly bookkeeping and financial reporting, outsourced CFO services, on-site QuickBooks training, and business valuation reviews. The firm serves individuals, corporations, and multi-tiered partnerships with personalized tax strategies and ongoing financial guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving owner-operated businesses with tax, outsourced accounting, and CFO advisory services. Comparable service mix targeting similar mid-market and small business clients but with national scale.
• RSM US: Large U.S. provider of audit, tax, and consulting services to middle-market companies, including outsourced CFO and bookkeeping. Comparable middle-market focus but with enterprise resources and proprietary technology investments.
• Moss Adams: Large West Coast–headquartered CPA and advisory firm with an established Wenatchee office. Directly comparable services (tax, bookkeeping, outsourced CFO, business valuations) but at materially larger scale and broader geographic reach.
• Wipfli: Major U.S. accounting and advisory firm with strong outsourced accounting and CFO practice. Comparable functional offering (tax, bookkeeping, fractional CFO, valuations) but operating at national scale.
• Eide Bailly: Top-25 U.S. accounting firm offering tax, bookkeeping, outsourced CFO, and business valuation services to small and mid-market businesses. Comparable service portfolio aimed at similar clientele but with significantly broader geographic and resource footprint.
• Booze Allen Hamilton-inspired regional peer: BDO USA: Top-5 global accounting network with U.S. member firm BDO USA offering tax, outsourced finance, and business advisory services to closely held businesses. Overlapping service lines and target clients, but at enterprise scale.

Emerging players

• Bench (co.): Tech-enabled bookkeeping and accounting service for small businesses. While not a CPA firm, it competes directly for the same small-business bookkeeping and monthly reporting work that anchors the firm's recurring revenue.

Regional players

• Clark Nuber: Bellevue, Washington-based CPA and advisory firm serving closely held businesses and individuals with tax, outsourced accounting, and business valuations. Mirrors the firm's service model in the same regional market.
• Peterson Sullivan: Pacific Northwest–based CPA firm with offices in Seattle and Bellevue. Comparable full-service tax, bookkeeping, and business valuation practice primarily serving Washington State businesses, making it a direct regional competitor.

Direct peers

• Vibrancy Vision / VJT & Associates (representative small WA CPA firm): Small Washington-based CPA firm offering tax, bookkeeping, payroll, and QuickBooks support to individuals and small businesses. Closely comparable in scale, service mix, and target client profile to a small-market CPA practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 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 McQuaig & Welk