Porter Keadle Moore

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.

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

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

• Accounting advisory services
• Audit assurance services
• Tax compliance consulting
• Middle market advisory
• Risk advisory services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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).
2. 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.
3. 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.
4. Technology Consulting: Digital services including AI services, cybersecurity, data and analytics, digital strategy, enterprise solutions, application modernization, and managed services.
5. Business Outsourcing: C-suite outsourcing solutions covering finance and accounting, human resources, technology, operations, and executive-level services.
6. Transaction Advisory: M&A advisory services including buy-side advisory, sell-side advisory, investment banking, and valuation services.
7. Organizational Performance Consulting: Performance management, leadership development, and strategy and operations consulting services.
8. 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

Core 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

Named customers1 record

Segments16 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration23 records

AI capability2 records

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• MicrosoftcoreTechnology or IntegrationPremier 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.
• SalesforcecoreTechnology or IntegrationCertified Salesforce partner providing CRM implementation, consulting, and the proprietary Wipfli Move solution for homebuilders built on Salesforce.
• SnowflakecoreTechnology or IntegrationData and analytics partner providing Snowflake cloud data platform implementation and consulting services.
• TableaucoreTechnology or IntegrationData visualization partner providing Tableau implementation and consulting services for business intelligence.
• QlikcoreTechnology or IntegrationData and analytics partner providing Qlik analytics platform implementation and consulting services.
• Sage IntacctcoreTechnology or IntegrationPremier Sage Intacct partner providing ERP implementation, financial solutions, and integrated products including AssetEdge, Concur Connectors, EMRConnect, eProcurement, HCMConnect, LM-2, PolicyConnect, and PositivePay.
• Oracle NetSuitecoreTechnology or IntegrationOracle NetSuite ERP implementation and consulting partner providing cloud ERP solutions.
• WCF Advisors (Investment Banking)minorStrategic or Co-development PartnerInvestment banking services affiliated with Wipfli, providing M&A transaction advisory and financial advisory services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct 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

• Xx.com/pkmadvisors
• Facebookfacebook.com/porterkeadlemoore
• LinkedInlinkedin.com/company/119836

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 Porter Keadle Moore