What Walker & Company does

Walker & Company, CPAs, P.C. is a privately held, founder-owned certified public accounting firm headquartered at 875 Old Roswell Road, Roswell, Georgia, founded in 1992 by Lise Walker. The firm delivers professional accounting, tax, payroll, advisory, and QuickBooks services to small business owners, individuals and families, and non-profit organizations across the Southeast United States, with CPA licensing maintained in both Georgia and Florida. Its service portfolio comprises Small Business Accounting, Payroll Services, Tax Services (preparation, planning, IRS audit representation), QuickBooks Services (set-up, training, tune-up, and answers), Advisory Services (new business formation, business valuation, internal controls, worker's compensation audits), Non-Profit Organization services (fund accounting, 990 preparation, tracking systems), and Personal Financial Planning (retirement and estate planning).

The firm operates on a fee-for-service professional services model with custom-quoted pricing tied to client complexity rather than published rate cards. Service delivery is relationship-based, executed through direct client engagement, in-person consultations, and ongoing long-term partnerships; client acquisition is supported by an active educational blog, an email newsletter, and SEO-optimized content targeting local CPA search traffic. Technical infrastructure is built around Intuit's QuickBooks Desktop and Online platforms, with two staff members holding Certified QuickBooks Online ProAdvisor credentials, positioning the firm as a local implementation and support partner for QuickBooks.

The firm employs 6 team members consisting of three CPAs (including the owner), two bookkeepers, and two administrative staff, with professional affiliations including the AICPA, GSCPA, FICPA, and the North Fulton Chamber of Commerce. The technology stack is deliberately conventional with no proprietary software, no public application, no API or developer-facing interfaces, and no disclosed AI or automation tooling; competitive differentiation rests on practitioner experience (35+ years for the owner, 30+ years for the second CPA), QuickBooks ProAdvisor expertise, dual-state licensing, and long-tenured community relationships rather than technology or scale advantages.

Name

Walker & Company

Legal name

Walker & Company, CPAs, P.C.

Website

https://walker-cpa.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Walker & Company, CPAs, P.C. is a privately held, founder-owned certified public accounting firm in Roswell, Georgia, founded in 1992, delivering accounting, tax, payroll, advisory, and QuickBooks services to small businesses, individuals, and non-profit organizations in the Southeast US.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Services (8741)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Small business accounting
• Tax preparation services
• Payroll processing
• QuickBooks consulting
• Personal financial planning

Headquarters

HQ city

Roswell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting and Tax Services: Fee-for-service model for accounting, tax preparation, payroll, and advisory services rendered to small businesses, individuals, and non-profits.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Walker & Company, CPAs, P.C. is a full-service certified public accounting firm providing small business accounting, payroll processing, tax preparation and planning, QuickBooks setup/training/support, advisory services, non-profit accounting, and personal financial planning to small businesses, individuals, and non-profit organizations in the greater Atlanta, Georgia area. Services are delivered through personalized client engagements, ongoing professional relationships, and direct consultations out of its Roswell, GA office.

Product overview

Walker & Company, CPAs, P.C. is a full-service certified public accounting firm offering a comprehensive suite of professional services centered around accounting, tax, and financial advisory for small businesses, individuals, and non-profit organizations. The firm's service portfolio includes Small Business Accounting, Payroll Services, Tax Services, QuickBooks Services, Advisory Services, Non-Profit Organizations, and Personal Financial Planning. Rather than a software product, the firm delivers professional expertise directly through client engagements, with QuickBooks Services representing a notable integration offering where they provide setup, training, and ongoing support for QuickBooks software platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Accounting
• Payroll Services
• Tax Services
• QuickBooks Services
• Advisory Services
• Non-Profit Organizations
• Personal Financial Planning

Quantifiable outcome

• Plans to reduce tax burden
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Six partnerships are on record, tiered professional affiliation, community affiliation and certified partnership.

• American Institute of Certified Public Accountants (AICPA)professional affiliationOthersThe firm and its CPAs are members of the AICPA, the national professional organization for certified public accountants. Membership indicates adherence to professional standards and provides access to resources and continuing education.
• Georgia Society of Certified Public Accountants (GSCPA)professional affiliationOthersThe firm maintains membership in the GSCPA, the state-level professional organization for CPAs in Georgia. Staff members serve on GSCPA committees including the task force for the Southeastern Accounting Show.
• Florida Institute of Certified Public Accountants (FICPA)professional affiliationOthersThe firm maintains membership in the FICPA, reflecting the owner's dual licensing in Georgia and Florida.
• North Fulton Chamber of Commercecommunity affiliationOthersThe firm and its owner are active members of the North Fulton Chamber of Commerce, supporting local business community connections and networking.
• Intuit (QuickBooks)certified partnershipTechnology or IntegrationStaff members Karen Korshak and Amy Works are Certified QuickBooks Online ProAdvisors, indicating specialized training and certification from Intuit for QuickBooks products including Desktop and Online versions.
• Bike Roswellcommunity affiliationOthersOwner Lise Walker serves as president of Bike Roswell, a local non-profit organization, demonstrating community involvement and leadership.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services startup focused on small businesses and startups. Overlaps with Walker & Company's small-business accounting and QuickBooks bookkeeping offerings but delivers via proprietary software rather than local CPA relationships.
• Bench: Online bookkeeping service pairing software with dedicated bookkeepers for small businesses. Comparable to Walker & Company on small-business bookkeeping and tax-prep support, with a subscription rather than hourly/quote-based pricing model.
• Xendoo: Cloud-based accounting and bookkeeping platform with fractional CFO services for SMBs. Competes for the same small-business accounting, tax, and advisory wallet share as Walker & Company with a tech-led delivery model.

Broad incumbents

• Aprio: Mid-market accounting and advisory firm with strong SMB and non-profit practices across the Southeast U.S. Comparable to Walker & Company on small-business and non-profit tax/accounting services, with greater resources for advisory work.
• Cherry Bekaert: Southeast-based accounting and advisory firm serving SMBs and mid-market clients including non-profits. Overlaps with Walker & Company on SMB tax, payroll, and non-profit 990 work at a larger firm scale.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving SMBs, mid-market, and non-profits with tax, audit, advisory, and outsourcing. Overlaps with Walker & Company's SMB tax, non-profit 990, and advisory services but at much larger scale and broader capability set.
• KPMG Small Business Services: Small-business tax and advisory practice of Big Four firm KPMG. Overlaps with Walker & Company on small-business tax preparation, planning, and compliance, with brand and technology resources unavailable to a 6-person local firm.
• BDO USA: Global accounting network with U.S. SMB and mid-market practice spanning tax, advisory, and outsourced accounting. Comparable to Walker & Company on small-business tax and bookkeeping services but operating at vastly greater scale and geographic reach.

Direct peers

• 1-800Accountant: Technology-enabled accounting and tax service provider targeting small businesses and individuals. Comparable to Walker & Company in serving the same SMB and individual tax/bookkeeping customer base, but with a virtual delivery model rather than a local office.
• Padgett Business Services: Franchise network of small-business focused accounting and tax service firms serving SMBs with bookkeeping, tax, payroll, and advisory. Directly comparable to Walker & Company's SMB accounting/tax/payroll model at similar small-team scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Walker & Company