TravisWolff

What TravisWolff does

TravisWolff is a privately held CPA and consulting firm headquartered in Dallas, Texas. Founded in 1991, the firm operates with a headcount in the 101-250 range, positioning it as a mid-sized regional professional services practice within the Texas market. The firm's service profile, as described in firmographic data, combines traditional CPA services with broader business consulting, indicating a mix of attest, tax, and advisory engagements typical of long-established regional accounting firms.

The firm's go-to-market is anchored in its Dallas base and three decades of operating history, which support client retention through partner-level relationships and institutional knowledge of Texas regulatory and market conditions. As a private firm, TravisWolff does not disclose financial results publicly, and no specific customer logos, segment breakdown, or pricing structure are available in the input data.

The input dataset contains extensive operational and financial details attributed to a substantially larger peer firm (Armanino, 2,000+ employees, founded 1959) that should not be conflated with TravisWolff's actual scale or operations. Consequently, deeper analysis of revenue mix, product portfolio, technology stack, AI capabilities, strategic moves, and customer concentration for TravisWolff specifically cannot be supported beyond the baseline firmographic profile.

Name

TravisWolff

Legal name

Armanino LLP

Website

https://traviswolff.com

Company type

Private

Founded year

1959

Operating status

Operating

Headcount range

101–250 employees

Short description

TravisWolff is a private CPA and consulting firm headquartered in Dallas, Texas, founded in 1991 with 101-250 employees, serving clients across the Texas market with audit, tax, and business advisory services.

Ownership category

akta.pro rank

Product category

Accounting and Business Consulting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

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

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

• Accounting services
• Audit assurance
• Tax advisory
• Business consulting
• ERP implementation

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Consulting Services: Advisory, business management consulting, digital transformation, regulatory compliance, and professional services delivered by 2000+ dedicated experts. Services include AI implementation, ERP selection and implementation, cybersecurity, and strategic consulting.
2. Accounting and Audit Services: Audit and assurance, tax accounting, outsourcing, and financial close services for enterprise clients across multiple industries.
3. Software Consulting and Implementation: Implementation and consulting services for enterprise software platforms including NetSuite, Microsoft Dynamics, Sage Intacct, Salesforce, Workday, and other software partnerships.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

TravisWolff is a Texas-based CPA and consulting firm that delivers audit and assurance, tax accounting, advisory, managed/outsourced services, regulatory compliance and risk advisory, and software implementation consulting across industries such as healthcare, manufacturing, nonprofit, private equity, real estate, family office, professional services, and technology. The firm also builds proprietary AI solutions, including a 13-Week Cash Flow Model, and acts as an implementation partner for enterprise software platforms.

Product overview

Armanino is one of the 20 largest independent accounting and business consulting firms in the U.S., offering a comprehensive portfolio of professional services including Advisory, Artificial Intelligence, Audit & Assurance, Digital, Managed Services, Regulatory Compliance & Risk Advisory, Outsourcing, and Tax Accounting. The firm also provides software consulting for partner platforms including Certent, Microsoft Dynamics, Microsoft Power Platform, NetSuite, Morgan Stanley at Work (Shareworks), Sage Intacct, Salesforce, Solver, Workday, and Workiva. The company serves 12,000+ clients across 100+ countries with 2,000+ dedicated experts, and has developed proprietary AI-powered solutions such as an AI-based 13-Week Cash Flow Model. Armanino operates as a certified B Corporation and is part of the Moore Global Network.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Hospital rebuild project kept $300M on time and under budget
• +7 more outcomes

Named customers6 records

Segments8 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature1 record

Partnerships

Eleven partnerships are on record, tiered core.

• CertentcoreTechnology or IntegrationCertent is a software partnership where Armanino provides implementation and consulting services for Certent solutions to enterprise clients.
• Microsoft DynamicscoreTechnology or IntegrationMicrosoft Dynamics partnership with Armanino providing implementation, consulting, and support services for Dynamics 365 Business Central and related Microsoft solutions.
• Microsoft Power PlatformcoreTechnology or IntegrationArmanino offers consulting and implementation services for Microsoft Power Platform solutions as part of their digital transformation offerings.
• NetSuitecoreTechnology or IntegrationNetSuite partnership where Armanino provides ERP implementation, consulting, and advisory services for NetSuite platforms.
• Morgan Stanley at WorkcoreChannel Partner/ Reseller/ DistributorMorgan Stanley at Work (Shareworks) partnership providing equity management solutions and consulting services to clients.
• Sage IntacctcoreTechnology or IntegrationSage Intacct partnership providing ERP implementation and consulting services for financial management solutions.
• SalesforcecoreTechnology or IntegrationSalesforce partnership offering CRM implementation and consulting services as part of digital transformation engagements.
• SolvercoreTechnology or IntegrationSolver partnership providing corporate performance management and financial planning solutions implementation.
• WorkdaycoreTechnology or IntegrationWorkday partnership offering implementation and consulting services for financial management and human capital management solutions.
• WorkivacoreTechnology or IntegrationWorkiva partnership providing compliance, reporting, and governance solutions implementation and consulting.
• Moore Global NetworkcoreStrategic or Co-development PartnerMoore Global Network affiliation provides geographic expansion capabilities and global network support for international client engagements.

Scale indicators6 records

Recent moves1 record

Broad incumbents

• RSM US: Largest U.S. middle-market-focused audit, tax, and consulting firm; directly competes for the same middle-market and private equity-backed client base that TravisWolff serves.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm focused on middle-market clients with significant outsourced accounting, advisory, and digital transformation offerings — direct overlap with TravisWolff's service mix.
• Wipfli: Top-25 U.S. accounting and consulting firm with a technology-forward middle-market practice, offering outsourced accounting and advisory comparable to TravisWolff's positioning.
• Moss Adams: Top-15 U.S. accounting and consulting firm with a meaningful Dallas/Texas presence, providing CPA services alongside consulting across industries — a natural competitor for mid-market and enterprise engagements.
• Eide Bailly: Top-25 U.S. accounting and advisory firm with a growing Texas presence, offering audit, tax, and consulting services to middle-market companies comparable to TravisWolff's clients.
• Forvis: Top-10 U.S. accounting firm formed from the merger of BKD and Dixon Hughes Goodman, with significant Texas operations serving middle-market clients in audit, tax, and consulting.
• Grant Thornton: Top-7 U.S. accounting firm with a strong Dallas office; competes for middle-market audit, tax, and advisory engagements similar to those TravisWolff pursues.
• BDO USA: Major global accounting and consulting network with a substantial U.S. middle-market practice, including Texas offices; competes for the same enterprise and PE-backed client work.

Direct peers

• Whitley Penn: Dallas-headquartered full-service CPA and advisory firm with comparable mid-market size and Texas regional focus, serving similar middle-market and enterprise clients in audit, tax, and consulting.
• Lane Gorman Trubitt: Long-standing Dallas-based CPA and advisory firm of similar scale to TravisWolff, offering audit, tax, and business consulting to Texas-based middle-market clients.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/Armanino_HQ
• YouTubeyoutube.com/c/armanino
• LinkedInlinkedin.com/company/traviswolff
• Instagraminstagram.com/armanino_hq

Compliance2 records

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 TravisWolff