Anderson Hager & Moe SC

What Anderson Hager & Moe SC does

Anderson, Hager and Moe, S.C. is a private, full-service public accounting and consulting firm headquartered in Northwest Wisconsin, organized as a Wisconsin service corporation and operating from three offices in Spooner (primary), Hayward, and Rice Lake. Founded in 1951, the firm serves a horizontal mix of small-to-medium-sized businesses and individual clients across the region, delivering six core service lines: bookkeeping, business valuations, income taxes, payroll services, management services (including accounting systems setup, financing assistance, business startups, mergers and acquisitions, and succession planning), and unaudited financial statements. The firm is differentiated operationally by a model in which senior partners are involved in all client engagements, supported by a 1:1 CPA mentorship and training program that exceeds minimum education and licensing standards, and by a proactive approach to representing clients before taxing authorities. Headcount is in the 11-50 range and the firm operates a sales-led, relationship-driven GTM motion emphasizing direct client engagement across its three physical locations.

The business model is straightforward professional-services revenue: engagements are quoted and tailored to client scope, with no publicly disclosed fee schedules, and no software product or recurring SaaS component. Service delivery is enabled by industry-standard accounting tools (QuickBooks cited) plus a ShareFile-based client portal and CPACharge online payment rails, indicating modest digital enablement layered on a fundamentally local, partner-led practice. There are no funding events, acquisitions, subsidiaries, or institutional investors in the data, and ownership resides with the firm's partner group consistent with the U.S. mid-sized CPA partnership model. Customer logos are not publicly named, consistent with confidential SMB and individual engagements.

Name

Anderson Hager & Moe SC

Legal name

Anderson, Hager and Moe, S.C.

Website

https://ahmcpa.com

Company type

Private

Founded year

1951

Operating status

Operating

Headcount range

11–50 employees

Short description

Anderson, Hager and Moe, S.C. is a private Wisconsin CPA firm founded in 1951, operating three offices in Northwest Wisconsin (Hayward, Spooner, Rice Lake) and providing bookkeeping, tax, payroll, business valuation, and management services to small-to-medium-sized businesses and individuals under a senior-partner-led service model.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Services (8741)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Public accounting
• Bookkeeping services
• Tax preparation
• Business valuations
• Payroll services

Headquarters

HQ city

Hayward

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Tax Services: Professional services revenue from bookkeeping, business valuations, income taxes, payroll services, management services, and unaudited financial statements. Services provided by experienced CPAs with senior member oversight.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Anderson, Hager and Moe, S.C. is a full-service public accounting and consulting firm that delivers bookkeeping, business valuations, personal and business income tax preparation and planning, payroll processing, management advisory services, and unaudited financial statement preparation. Services are delivered by experienced CPAs from three offices in Northwest Wisconsin, with senior partner involvement on all client engagements.

Product overview

Anderson Hager & Moe, S.C. is a full-service public accounting and consulting firm that offers a unified suite of professional accounting services rather than a software product. The firm provides six core service offerings: Bookkeeping, Business Valuations, Income Taxes, Management Services, Payroll Services, and Unaudited Financial Statements. These services are delivered by experienced CPAs who provide personalized expertise to help personal and business clients in Northwest Wisconsin achieve financial success.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping General bookkeeping services that maintain accurate, up-to-date financial records for small to medium-sized business clients in Northwest Wisconsin.
• Business Valuations Professional business valuation services for purposes including business sales, mergers, acquisitions, and succession planning, delivered by the firm's CPAs.
• Income Taxes Comprehensive personal and business income tax planning and preparation services designed to minimize tax liability for individuals and SMB clients.
• Management Services Strategic planning and business optimization services including accounting systems setup, financing assistance, business startups, mergers and acquisitions, and succession planning.
• Payroll Services Tailored payroll processing solutions designed to save clients time and meet their specific payroll needs.
• Unaudited Financial Statements Compilation and preparation of unaudited financial statements for business clients needing financial reporting without a full audit.

Segments2 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

Broad incumbents

• Baker Tilly US, LLP: Top-10 US accounting and advisory firm with major presence in Wisconsin and the Midwest. Comparable service offerings (tax, advisory, audit) but operates as a national/regional platform well beyond AHM's scale and scope.
• Plante Moran: Major Midwest-based accounting and advisory firm serving mid-market businesses. Overlaps with AHM in service offerings (tax, advisory, audit) but operates at substantially greater scale and broader geographic reach.
• Eide Bailly LLP: Top-25 US accounting firm with Midwest roots serving closely held businesses and individuals. Comparable in SMB/individual client focus and service mix, but materially larger and broader in geographic scope.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm with strong Midwest presence serving small and mid-sized businesses. Comparable client base and service mix but with vastly greater scale and geographic reach than AHM.

Direct peers

• JSD Professional Services: Wisconsin-based CPA and advisory firm offering tax, audit, and business advisory services. Comparable to AHM in service portfolio, Wisconsin geography, and SMB client focus.
• Wipfli LLP: Top-25 US accounting and advisory firm headquartered in Wisconsin with strong Midwest regional presence. Comparable in service mix (tax, audit, advisory) and target market of small and mid-sized businesses, though materially larger in scale.
• Wegner CPAs: Wisconsin-based full-service CPA firm serving nonprofits, businesses, and individuals. Directly comparable to AHM in service portfolio (tax, audit, bookkeeping, advisory) and Wisconsin geographic footprint.
• Schenck SC: Wisconsin-based accounting and advisory firm with multiple office locations. Closely comparable to Anderson Hager & Moe in regional Midwest CPA services, multi-office footprint, and full-service offerings spanning tax, audit, and advisory.
• Hawkins Ash CPAs: Midwest-based regional CPA firm serving businesses and individuals across Wisconsin, Minnesota, and Iowa. Closely comparable to AHM in regional scope, full-service offerings, and SMB/individual client focus.
• Smith & Gesteland LLP: Wisconsin-based CPA firm serving businesses, nonprofits, and individuals. Comparable in regional Midwest footprint, full-service public accounting model, and SMB/individual client segmentation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 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 Anderson Hager & Moe SC