BWTP

What BWTP does

BWTP is a private, for-profit financial services firm founded in 1982 and headquartered in Chesterfield, United States, with a digital presence at bwtpcpa.com. Per firmographic data, the firm employs 11-50 people and delivers accounting, bookkeeping, wealth management, and income tax planning services to local clients. The business model is fee-based professional services, with revenue generated through client engagements across these four core service lines.

The aggregated source material contains a fundamental internal conflict that the analysis cannot resolve from the available evidence: while the firmographic layer identifies the entity as BWTP, the detailed data blocks describe CBIZ, Inc. — a separate, substantially larger professional services firm. The CBIZ layer portrays a publicly-oriented company with an investor relations page (ir.cbiz.com), six service categories (Accounting, Tax, Advisory, Benefits, Insurance, Technology), 13 vertical markets, multi-channel marketing, and a nationwide U.S. office footprint. The BWTP profile is that of a small private Chesterfield CPA and personal financial services firm. These two profiles are not reconcilable from the available data, and downstream analytical fields weight the firmographic BWTP layer as the first-party record of the entity under analysis, treating the CBIZ data as a separate, parallel dataset not merged into the BWTP profile.

Given the data conflict, all inferences about BWTP specifically — including revenue scale, customer concentration, growth trajectory, and competitive positioning — are derived from the firmographic footprint (11-50 employees, Chesterfield, U.S., four service lines) and from standard benchmarks for small U.S. CPA, wealth, and tax practices. Confidence is accordingly Low across most dimensions, and the absence of disclosed customer data, pricing, revenue, and product detail for BWTP specifically is treated as a structural data gap.

Name

BWTP

Legal name

CBIZ Inc.

Website

https://bwtpcpa.com

Company type

Public

Founded year

1982

Operating status

Operating

Headcount range

11–50 employees

Short description

BWTP is a small (11-50 employees), private U.S. financial services firm founded in 1982 in Chesterfield, providing accounting, bookkeeping, wealth management, and income tax planning services.

Ownership category

akta.pro rank

Headquarters

HQ city

Chesterfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Professional Services Revenue: CBIZ generates revenue through professional services fees including accounting, tax preparation, advisory consulting, benefits administration, insurance brokerage, and technology consulting. Revenue is generated through a combination of project-based engagements, retainer arrangements, and ongoing service relationships with clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

BWTP is a financial firm that delivers accounting, bookkeeping, wealth management, and income tax planning services. The firm serves as a CPA practice providing core financial compliance, record-keeping, and advisory functions for its client base.

Product overview

CBIZ is a professional services firm that provides an integrated suite of services organized into six core service categories: Accounting (Audit & Attest, Financial Reporting), Tax (Business Tax, International Tax, Opportunity Zones, Private Client Services, Specialized Tax, State & Local Tax), Advisory (Compensation Consulting, Financial Accounting & Advisory, Forensic Consulting, Human Capital Management, Investment Advisory, M&A Strategy, Private Equity Advisory, Risk & Advisory, Talent Solutions, Tariff Solutions, Transaction Advisory, Valuation Services), Benefits (Actuarial Services, Employee Benefits Administration, Employee Benefits Consulting, HR Services, Retirement Plan Administration, Retirement Plan Consulting), Insurance (Business Insurance Solutions, Individual Insurance, Risk Management, Specialty Insurance), and Technology (AI, Cloud & Infrastructure, Cybersecurity, Emerging Technology, Enterprise Performance & Technology, Managed Services, Payroll & HR Technology). These services serve clients across multiple industries including Construction, Real Estate, Financial Services, Government, Life Sciences, Private Equity, Technology, and others.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services

Segments13 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Direct peers

• Anders CPAs + Advisors: St. Louis/Midwest-based CPA and advisory firm with comparable service lines (accounting, tax, wealth, advisory) and similar middle-market focus; geographic proximity makes it a direct, head-to-head competitor to BWTP in the same metro.
• Brown Smith Wallace: St. Louis-based mid-sized accounting and advisory firm offering tax, audit, technology, and wealth services - strong geographic and size-based comparability with BWTP and a directly relevant regional competitor.
• HoganTaylor LLP: Mid-sized regional accounting and advisory firm offering tax, audit, technology, and wealth services; comparable in size, service breadth, and middle-market focus to BWTP's local practice.
• Eide Bailly LLP: Regional accounting and advisory firm delivering tax, audit, and business advisory services to middle-market clients - similar service breadth and middle-market positioning to BWTP, with comparable firm size.

Broad incumbents

• RSM US: Large U.S. middle-market-focused audit, tax, and consulting firm serving the same client segment and offering the same core services as BWTP (accounting, tax, advisory), though at substantially greater scale and geographic reach.
• Crowe LLP: National public accounting and advisory firm serving middle-market companies; competes with BWTP for higher-end middle-market engagements and family-office-style work.
• Plante Moran: Large U.S. CPA and management consulting firm serving middle-market businesses; matches BWTP on tax, accounting, advisory, and benefits/wealth-adjacent services, with comparable industry coverage but at materially larger scale.
• Wipfli LLP: Top-25 U.S. accounting and advisory firm focused on middle-market clients; directly comparable on tax, audit, advisory, and benefits/wealth-adjacent services, and competes with BWTP for the same Chesterfield-area market.
• Marcum LLP: National accounting and advisory firm offering audit, tax, and consulting to middle-market and high-net-worth clients - comparable service breadth and middle-market positioning as BWTP.
• BDO USA: Top-tier global accounting network with a strong U.S. middle-market practice; competes with BWTP for middle-market and family-business clients, particularly those needing multi-state or international tax coverage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/BWTPCPA

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

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 BWTP