Porter Keadle Moore
Porter Keadle Moore is an Atlanta-based accounting and advisory firm serving middle-market organizations across 16 verticals with audit, tax, risk advisory, technology consulting, outsourcing, and transaction advisory services, supported by a software solutions arm with deep enterprise platform integrations.
- Company typePrivate
- Founded1929
- HeadquartersAtlanta, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Porter Keadle Moore does
Porter Keadle Moore is a private, for-profit accounting and advisory firm headquartered in Atlanta, United States, with a workforce of 101-250 employees and a founding year of 1977. The firm delivers audit, tax, risk advisory, technology consulting, business outsourcing, transaction advisory, organizational performance consulting, and private client services to middle-market organizations across 16 vertical industries including construction, healthcare, financial services, insurance, government, nonprofits, manufacturing, private equity, real estate, retail, technology, tribal gaming, education, distribution, and consumer products.
The firm operates a dual delivery model combining professional services with a software solutions arm. The technology stack includes deep integrations across Microsoft (Dynamics 365, Azure, Office 365, Fabric, Power BI, 365 Copilot), Salesforce (including the proprietary Wipfli Move for homebuilders and Agentforce AI), Snowflake, Tableau, Qlik, Sage Intacct, Oracle NetSuite, Procore, QuickBooks, HubSpot, Creatio, Boomi, DataBlend, and MuleSoft. The Wipfli Marketplace functions as a proprietary connectors and integrated-products platform extending Sage Intacct, Microsoft Dynamics, and NetSuite with assets such as AssetEdge, Concur Connectors, EMRConnect, eProcurement, HCMConnect, LM-2, PolicyConnect, and PositivePay.
The business model is a quote-based professional services engagement model with no publicly disclosed pricing. Revenue streams span attest services (provided through a licensed CPA entity) and advisory/tax services (provided through a separate advisory entity) under an alternative practice structure. Go-to-market relies on direct enterprise field sales supported by content marketing, industry events, webinars, and a client portal. A named case-study client (Lawndale Christian Health Center) saw a 50% reduction in month-end close time following an Epic EHR transition supported by the firm. The bulk of the supplied descriptive data references Wipfli rather than Porter Keadle Moore specifically, which is a material data limitation flagged for downstream users.
Porter Keadle Moore firmographics
Firmographics- Name
- Porter Keadle Moore
- Legal name
- Wipfli LLP
- Website
- https://pkm.com
- Company type
- Private
- Founded year
- 1929
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Porter Keadle Moore is an Atlanta-based accounting and advisory firm serving middle-market organizations across 16 verticals with audit, tax, risk advisory, technology consulting, outsourcing, and transaction advisory services, supported by a software solutions arm with deep enterprise platform integrations.
- Ownership category
- akta.pro rank
Porter Keadle Moore industry classification
Industry- Product category
- Accounting and Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Other Management Consulting Services (541618), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industries
- Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Governance & Board Effectiveness Advisory (BPAHAFAC), Fee-Based Advisory (FSAEAAAM), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Porter Keadle Moore is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Markets served
Porter Keadle Moore business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Assurance and Audit Services: Tailored audit, assurance and accounting solutions crafted specifically for client industries. Provides attest services through licensed independent CPA firm (Wipfli LLP).
- Tax Services: Tax planning and compliance including international tax, state and local tax, strategic tax services, credits and incentives, and individual tax services. Provided through Wipfli Advisory LLC.
- Risk Advisory: Risk management services including forensic advisory, fraud investigation, litigation support, governance risk and controls, internal controls, marketing compliance, operational risk, regulatory and compliance, and technology risk.
- Technology Consulting: Digital services including AI services, cybersecurity, data and analytics, digital strategy, enterprise solutions, application modernization, and managed services.
- Business Outsourcing: C-suite outsourcing solutions covering finance and accounting, human resources, technology, operations, and executive-level services.
- Transaction Advisory: M&A advisory services including buy-side advisory, sell-side advisory, investment banking, and valuation services.
- Organizational Performance Consulting: Performance management, leadership development, and strategy and operations consulting services.
- Private Client Services: Personal financial services including estate and tax planning, business transition strategy, and wealth management and investment advisory services.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels7 records
Porter Keadle Moore product offering
Product offeringCore offering
Porter Keadle Moore is an accounting and advisory firm providing professional services to organizations. Its core offerings include assurance and audit, tax planning and compliance, risk advisory, transaction advisory (M&A), outsourced finance/HR/operations, organizational performance consulting, and technology-enabled digital services. The firm serves U.S.-based clients through direct professional engagements rather than through packaged software products.
Product overview
Wipfli offers a comprehensive portfolio of professional services organized into two main categories: core consulting/advisory services and software solutions. The core services include Digital, Outsourcing, Organizational Performance, Risk Advisory, Assurance, Tax, M&A Transaction Advisory, and Private Client Services. The software solutions arm provides technology integrations across data & analytics (Power BI, Fabric, Qlik, Snowflake, Tableau), CRM (Salesforce, Dynamics, HubSpot, Creatio), ERP (Business Central, NetSuite, Sage Intacct), AI solutions (Agentforce, Microsoft 365 Copilot), and iPaaS (Boomi, DataBlend, MuleSoft). The Wipfli Marketplace serves as a platform for integrated products like AssetEdge, EMRConnect, and Concur Connectors, which extend the functionality of Sage Intacct and other ERP systems. This platform-plus-modules architecture enables middle-market organizations to access both professional expertise and technology solutions through a single provider.
Differentiator
Problem solved
Functional benefit
Products and services
- Assurance Services Audit, assurance, and accounting solutions tailored to specific industries, typically delivered under annual or recurring engagements for middle-market organizations.
- Tax Services Tax planning and compliance covering international, national, state and local taxes, credits and incentives, and individual tax, delivered through tax advisory engagements.
- Risk Advisory Risk management services including forensic advisory, fraud investigation and litigation support, governance risk and controls, internal controls, operational risk, regulatory and compliance, and technology risk.
- Transaction Advisory M&A advisory services including buy-side advisory, sell-side advisory, investment banking, and valuation services for buyers, sellers, and private equity clients.
- Business Outsourcing Outsourced finance and accounting, human resources, technology, operations, and C-suite services provided on an ongoing managed basis to middle-market organizations.
- Organizational Performance Consulting Strategy, operations, performance management, and leadership development consulting for clients in dynamic marketplaces.
- Digital / Technology Consulting Technology consulting covering AI services, cybersecurity, data and analytics, digital strategy, enterprise solutions, application modernization, and managed services for client technology stacks.
- Private Client Services Personal and closely-held business financial services including estate and tax planning, business transition/succession strategy, and wealth management and investment advisory.
Quantifiable outcome
- 50% reduction in month-end close time for healthcare client
Companies that use Porter Keadle Moore
Customer profileNamed customers1 record
Segments16 records
Ideal customer profiles1 record
Porter Keadle Moore technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration23 records
AI capability2 records
Feature3 records
Porter Keadle Moore partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- MicrosoftcorePremier technology partner providing Microsoft Dynamics 365 (CRM, ERP, Business Central, Project Service Automation, GP, SL), Microsoft Azure, Microsoft Office 365, Microsoft Fabric, Microsoft Power BI, and Microsoft 365 Copilot solutions.
- SalesforcecoreCertified Salesforce partner providing CRM implementation, consulting, and the proprietary Wipfli Move solution for homebuilders built on Salesforce.
- SnowflakecoreData and analytics partner providing Snowflake cloud data platform implementation and consulting services.
- TableaucoreData visualization partner providing Tableau implementation and consulting services for business intelligence.
- QlikcoreData and analytics partner providing Qlik analytics platform implementation and consulting services.
- Sage IntacctcorePremier Sage Intacct partner providing ERP implementation, financial solutions, and integrated products including AssetEdge, Concur Connectors, EMRConnect, eProcurement, HCMConnect, LM-2, PolicyConnect, and PositivePay.
- Oracle NetSuitecoreOracle NetSuite ERP implementation and consulting partner providing cloud ERP solutions.
- WCF Advisors (Investment Banking)minorInvestment banking services affiliated with Wipfli, providing M&A transaction advisory and financial advisory services.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Porter Keadle Moore competitors and assessment
Company assessmentDirect peers
- CBIZ: National professional services advisor providing accounting, tax, advisory, and outsourced services to middle-market businesses; comparable in alternative-practice-structure model and mid-market focus.
- RSM US: U.S. member of the RSM global network and one of the largest middle-market-focused accounting and consulting firms; directly comparable in client size, service breadth (audit, tax, consulting), and middle-market go-to-market.
- Plante Moran: Large U.S. accounting and business advisory firm serving middle-market companies; comparable service mix including audit, tax, consulting, technology, and industry-vertical specialization.
- Wipfli: National accounting, tax, and advisory firm focused on middle-market organizations; Porter Keadle Moore was acquired by and operates within the Wipfli platform, making Wipfli both parent and most direct peer across audit, tax, advisory, and technology-enabled services.
- Grant Thornton: U.S. audit, tax, and advisory firm with a middle-market and privately-held business focus; overlaps with PKM across assurance, tax, advisory, and transaction services for similarly-sized clients.
- BDO USA: Top-tier global accounting and advisory network with a strong U.S. middle-market practice; competes directly with PKM and Wipfli for audit, tax, transaction advisory, and consulting engagements with mid-sized companies.
- Cherry Bekaert: Southeast U.S.-headquartered accounting and advisory firm with strong middle-market and PE practice; geographic and service-line overlap with Porter Keadle Moore, particularly in the Atlanta/Southeast corridor.
- Crowe: National public accounting and consulting firm with significant middle-market focus; competes with PKM in audit, tax, advisory, and risk consulting for growth-oriented and PE-backed clients.
- Forvis: Top-10 U.S. accounting firm formed from the merger of Dixon Hughes Goodman and BKD; serves middle-market clients with audit, tax, and advisory services that directly overlap PKM's practice areas.
Emerging players
- Aprio: Atlanta-based advisory and accounting firm with strong middle-market, technology, and PE practice; direct regional overlap with PKM in Atlanta and similar concentration on growth-stage and PE-backed clients.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Porter Keadle Moore social profiles
Digital presencePorter Keadle Moore financial estimates
Financial estimateRevenue estimate
Valuation estimate
Porter Keadle Moore leadership team
Management profileNumber of profiles
Porter Keadle Moore funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Porter Keadle Moore M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Porter Keadle Moore
What does Porter Keadle Moore do?
Porter Keadle Moore is an accounting and advisory firm providing professional services to organizations. Its core offerings include assurance and audit, tax planning and compliance, risk advisory, transaction advisory (M&A), outsourced finance/HR/operations, organizational performance consulting, and technology-enabled digital services. The firm serves U.S.-based clients through direct professional engagements rather than through packaged software products.
Is Porter Keadle Moore a public or private company?
Porter Keadle Moore is a private company. It is classified as unknown and is currently operating.
When was Porter Keadle Moore founded?
Porter Keadle Moore was founded in 1929. It employs 101 to 250 people.
Where is Porter Keadle Moore based?
Porter Keadle Moore is headquartered in Atlanta, United States, in the North America region.
How does Porter Keadle Moore make money?
Eight revenue lines are on record. Assurance and Audit Services are the primary driver. The others are tax Services, risk Advisory, technology Consulting, business Outsourcing, transaction Advisory, organizational Performance Consulting and private Client Services.
Who are Porter Keadle Moore's main competitors?
Direct peers on record are CBIZ, RSM US, Plante Moran, Wipfli, Grant Thornton, BDO USA, Cherry Bekaert, Crowe and Forvis. Aprio is listed as an emerging player.
Does Porter Keadle Moore have an API?
No public API is recorded for Porter Keadle Moore.
What industry is Porter Keadle Moore in?
Porter Keadle Moore's product category is Accounting and Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of BPAHAOAG, Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs). Its NAICS code is 541211 and its SIC code is 6282.