SVA Certified Public Accountants

What SVA Certified Public Accountants does

SVA Certified Public Accountants is a privately held, Madison, Wisconsin-based CPA firm founded in 1974, employing approximately 112 people across three offices (Madison, Brookfield/Milwaukee, and Colorado Springs). The firm provides professional accounting, tax, and advisory services to mid-market and enterprise clients across seven primary verticals: healthcare (dental, physician, veterinary), construction, hospitality, restaurant and hotel, manufacturing, nonprofit, real estate (including low-income housing tax credit expertise), and professional services (architecture and engineering).

The service portfolio is anchored by audit and assurance (financial statement audits, SOC 1/2 readiness, Yellow Book and single audits), a full tax practice (business, individual, multistate with nexus studies, sales and use, trust/estate/gift), client accounting and bookkeeping, advisory (board development, business valuations, M&A, succession/exit planning, fraud/forensic, litigation support), and risk management and compliance (SOX testing, HIPAA consulting). The firm operates a branded 'Measurable Results' methodology focused on quantifiable client outcomes, and offers a ClientAxcess online portal for secure document exchange. It maintains certified partner relationships with QuickBooks and Sage Intacct for accounting-software advisory, holds BDO Alliance USA membership, and owns a related subsidiary (SVA Consulting) that delivers cybersecurity and technology risk management.

SVA makes money on a quote-based, project- and engagement-driven professional services model. Pricing is not publicly disclosed and varies by scope and complexity. The go-to-market is direct enterprise and mid-market field sales augmented by remote delivery (video conferencing, screen sharing, secure file transfer) that extends reach nationwide beyond its three physical offices. The firm pursues a content-led marketing approach (Biz Tips blog, The Biz Beat Podcast, eGuides, Tax E-Alerts, webinars, OBBBA resource hub) to support top-of-funnel awareness and nurture mid-market and enterprise prospects across its targeted verticals.

Name

SVA Certified Public Accountants

Legal name

SVA Certified Public Accountants

Website

https://accountants.sva.com

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

SVA Certified Public Accountants is a privately held, Madison, Wisconsin-based CPA firm (founded 1974, ~112 employees) that provides audit, tax, advisory, and risk management services to mid-market and enterprise clients across healthcare, construction, hospitality, manufacturing, nonprofit, real estate, and professional services verticals nationally.

Ownership category

akta.pro rank

Product category

Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF)

Keywords

• CPA accounting services
• Tax planning services
• Audit and assurance
• Business advisory consulting
• Outsourced bookkeeping services

Headquarters

HQ city

Madison

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, Marketing or Sales, Infrastructure

Revenue model

1. Audit and Assurance Services: Provides financial statement audits, examinations, internal control audits, SOC 1 and SOC 2 readiness assessments, Yellow Book audits, compliance audits, single audits, and financial statement reviews and compilations.
2. Tax Strategies: Business tax services including business structuring, tax planning, tax credits, multistate/nexus planning, individual tax services, sales and use tax strategies, and trust/estate/gift planning.
3. Advisory Services: Building a Board of Directors, Business & Practice Growth, Business & Practice Start Up, Business Transitions/Succession Planning, Business Valuations, Merger & Acquisition services, Client Accounting Services.
4. Accounting and Bookkeeping Services: Client accounting services, accounting software support for QuickBooks and Sage Intacct platforms.
5. Risk Management and Compliance: Risk assessments, compliance audits, fraud risk assessments, Sarbanes-Oxley (SOX) controls identification and testing, board and audit committee advisory services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

SVA Certified Public Accountants is a regional CPA firm providing audit and assurance, business and individual tax planning, outsourced client accounting and bookkeeping, multistate and sales/use tax services, risk management and compliance, and business advisory services (valuation, M&A, succession/exit planning, fraud/forensic, litigation support). The firm serves mid-market and enterprise clients across healthcare, construction, hospitality, manufacturing, nonprofit, real estate, and professional services verticals, applying its signature "Measurable Results" methodology to deliver quantified client outcomes.

Product overview

SVA Certified Public Accountants is a regional accounting firm offering professional services through a portfolio of core offerings including ClientAxcess (online client portal), Client Accounting Services, and specialized industry consulting. The firm provides integrated accounting software services (QuickBooks, Sage Intacct) alongside audit and assurance, tax planning (business, individual, multistate), risk management, and advisory services. Industry specializations span healthcare (dental, physician, veterinary), hospitality (restaurant, hotel), construction, manufacturing, nonprofit, real estate, and professional services (architecture & engineering). The service line includes business succession planning, merger & acquisition advisory, valuations, fraud investigation, and litigation support. Educational resources include Biz Tips blog, The Biz Beat Podcast, and downloadable eGuides. The firm operates from Wisconsin (Madison, Brookfield) and Colorado (Colorado Springs) locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance Services
• Business Tax Services
• Individual Tax Services
• Multistate Tax Services
• Sales & Use Tax Services
• Trust, Estate, and Gift Planning
• Client Accounting Services
• QuickBooks Services
• Sage Intacct Services
• Advisory Services
• Risk Management & Compliance
• Fraud & Forensic Accounting Services
• Litigation Support
• Business & Intangible Asset Valuations
• Merger & Acquisition Services
• Business Succession & Exit Planning
• Healthcare Industry Services
• Hospitality Industry Services
• Construction Industry Services
• Manufacturing Industry Services
• Nonprofit Industry Services
• Real Estate Industry Services
• Professional Services (Architecture & Engineering)

Quantifiable outcome

• 6.5% overhead reduction for healthcare clients
• +2 more outcomes

Named customers33 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Ten partnerships are on record, tiered core and minor.

• QuickBookscoreTechnology or IntegrationAuthorized support provider and expert in QuickBooks accounting software, offering implementation, training, and ongoing support services to clients.
• Sage IntacctcoreTechnology or IntegrationCertified Sage Intacct partner providing implementation, customization, and support services for cloud-based financial management solutions.
• BDO AlliancecoreStrategic or Co-development PartnerMember of the BDO Alliance USA, a nationwide network of CPA firms enabling resource sharing, best practices development, and enhanced service capabilities. SVA was named the 2026 BDO Alliance Award Winner for Workplace Culture.
• WICPA (Wisconsin Institute of Certified Public Accountants)minorStrategic or Co-development PartnerAffiliation with the Wisconsin state professional accounting organization for continued education and industry networking.
• AICPA (EBPAQC Member)minorStrategic or Co-development PartnerMember of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, demonstrating commitment to quality audit standards.
• ClearlyRatedminorStrategic or Co-development PartnerThird-party client satisfaction review platform that awarded SVA the 2026 Best of Accounting Award for Service Excellence.
• Better Business Bureau (BBB)minorOthersBBB Accredited Business with A+ rating, demonstrating commitment to ethical business practices.
• M-POWER Business Champion ProgramminorStrategic or Co-development PartnerAffiliation with Wisconsin's M-POWER Business Champion Program supporting economic development.
• Wisconsin Economic Development Association (WEDA)minorStrategic or Co-development PartnerFriends of WEDA membership supporting Wisconsin economic development initiatives.
• SVA ConsultingcoreStrategic or Co-development PartnerRelated entity providing cybersecurity and technology risk management services, enabling comprehensive service offerings to shared clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RSM US: Top-5 US accounting firm with strong mid-market focus across healthcare, real estate, manufacturing, and professional services. Competitor for middle-market and enterprise clients in overlapping verticals.
• Crowe LLP: Top-10 US accounting and advisory firm with comparable industry verticals (healthcare, manufacturing, real estate, nonprofit). Relevant broader incumbent competitor for enterprise-level RFPs in the Midwest.
• BDO USA: Parent organization of the BDO Alliance USA network that SVA belongs to; Top-5 US accounting firm. Relevant as the network's national brand and resource backbone SVA leverages for larger engagements.

Direct peers

• Baker Tilly US: Top-10 US accounting and advisory firm with significant Midwest presence and overlapping industry verticals (real estate, healthcare, manufacturing, nonprofit). Comparable business model with audit, tax, and advisory services targeting middle-market and enterprise clients.
• CliftonLarsonAllen (CLA): Large US accounting firm with deep industry specialization across healthcare, construction, manufacturing, real estate, and nonprofit — directly mirroring SVA's vertical strategy. Comparable in target client size and service breadth.
• Rehmann: Midwest-based CPA, advisory, and wealth management firm with overlapping verticals (healthcare, construction, manufacturing, nonprofit). Comparable size, regional concentration, and integrated service model.
• Eide Bailly: Top-25 US accounting firm with deep industry specialization (construction, healthcare, real estate, nonprofit) and a BDO Alliance member peer. Comparable mid-market focus and full-service audit/tax/advisory offering.
• Plante Moran: Major Midwest-based CPA and advisory firm with strong healthcare, manufacturing, real estate, and nonprofit practices. Comparable in scale (~3,000+ staff), culture-first reputation, and vertical industry depth.
• Wipfli: Wisconsin-based regional CPA and advisory firm of comparable mid-market size with deep multi-vertical specialization (healthcare, manufacturing, nonprofit). Wipfli is the most direct comparison given overlapping Wisconsin roots, similar service mix (audit, tax, advisory), and comparable target client segments.
• Forvis (formerly BKD): Top-10 US accounting firm formed via BKD and Dixon Hughes merger; strong in healthcare, construction, real estate, and nonprofit verticals. Highly comparable in mid-market/enterprise focus and BDO Alliance network involvement.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks1 record

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@svacpa
• LinkedInlinkedin.com/company/sva-certified-public-accountants

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

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 SVA Certified Public Accountants