MORRIS, KALISH & WALGREN, P.C.

What MORRIS, KALISH & WALGREN, P.C. does

MORRIS, KALISH & WALGREN, P.C. operates as MKWCPA, a privately held professional corporation (P.C.) and Certified Public Accountant firm founded in 2008 by Michelle Kalian Wilcox, CPA. The firm is headquartered in Southfield, Michigan and is described as having approximately 7 employees, though only the founder is named in management disclosures. Its core offering is outsourced financial management consulting delivered to small and medium-sized businesses that lack a full-time CFO, controller, or accountant, with an explicit vertical specialization in construction and related industries.

The service portfolio comprises four core offerings: Accounting Services (hands-on bookkeeping and month/quarter-end or as-needed financial statement preparation), Financial Statements (preparation and review to satisfy banking or bonding requirements), Software Conversions (project-based migration between accounting platforms), and Consulting Services (accounting policies/procedures, and audit/review/tax return preparation support). The firm operates a direct, consultative go-to-market motion — prospects initiate contact through a website "Consult With Michelle Today" CTA — with no disclosed resellers, channel partners, paid media, or social media presence. Pricing is quote-based and not publicly disclosed. There is no disclosed technology platform, AI/ML capability, proprietary product, or recurring software component; the offering is purely human-delivered professional services.

The firm is bootstrapped and founder-owned with no external investors, parent company, subsidiaries, funding rounds, or M&A activity disclosed. Operating geographies beyond a single domestic U.S. footprint are not claimed, and there are no patents, certifications, awards, or regulatory actions on record. The operating posture appears stable rather than growth-oriented, consistent with a sole-practitioner-style CPA practice serving a localized SMB and construction niche.

Name

MORRIS, KALISH & WALGREN, P.C.

Legal name

Michelle Kalian Wilcox Certified Public Accountant

Website

https://mkwcpa.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

MKWCPA (MORRIS, KALISH & WALGREN, P.C.) is a Michigan-based Certified Public Accountant firm, founded in 2008 by Michelle Kalian Wilcox, CPA, that provides outsourced financial management, accounting, financial statement preparation, and consulting services to small and medium-sized businesses lacking in-house finance leadership, with a specialization in the construction industry.

Ownership category

akta.pro rank

Product category

Accounting & Financial Management Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHABAE

Outsourced Finance & CFO Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Financial management consulting
• Accounting services
• CPA advisory services
• Construction industry accounting
• Virtual CFO services

GTM type

B2B

Offering type

Services

Cost components

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

Distribution channels1 record

Marketing channels1 record

Core offering

MORRIS, KALISH & WALGREN, P.C. (MKWCPA) is a Certified Public Accountant firm providing hands-on financial management consulting services to small and medium-sized businesses. The firm delivers accounting services, financial statement preparation, accounting software conversions, and consulting services, functioning as a virtual CFO/controller for companies that lack dedicated in-house financial leadership. It specializes in serving construction and related industries, including support for banking and bonding requirements.

Product overview

MORRIS, KALISH & WALGREN, P.C. (operating as MKWCPA) is a Certified Public Accountant firm providing financial management consulting services. The firm offers a suite of professional accounting services including Accounting Services, Financial Statements preparation, Software Conversions, and Consulting Services. The core offering centers on providing hands-on financial management solutions to small and medium-sized businesses, with specialization in construction and related industries. The services are designed for businesses that may lack dedicated financial personnel such as a CFO, controller, or full-time accountant.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Full range of accounting services including assistance with in-house financial statements on a monthly, quarterly, or as-needed basis. Provides hands-on financial management for businesses without a CFO, controller, or full-time accountant.
• Financial Statements Preparation and review of financial statements to meet banking or bonding requirements, including monthly, quarterly, and year-end statements.
• Software Conversions Special project assistance for transitioning between accounting software platforms, helping businesses migrate and adapt their financial management systems.
• Consulting Services Financial management consulting solutions for small and medium-sized businesses, specializing in construction and related industries. Includes assistance with accounting policies/procedures and preparation for year-end audit, review, and tax return engagements.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Baker Tilly US: Top-10 U.S. accounting and advisory firm with a construction industry practice serving contractors and developers with audit, tax, and outsourced finance services. Comparable as a competing provider in the same construction outsourced-finance space but at much larger scale and broader portfolio.
• BDO USA: Top-5 global accounting firm with a construction industry practice providing audit, tax, and advisory including outsourced CFO services. Comparable as a larger incumbent competing in the construction outsourced-finance niche but not specialized to it.
• Marcum LLP: Top-15 U.S. accounting firm with a construction services practice providing audit, tax, and advisory to contractors and developers. Comparable as a larger incumbent serving similar construction SMB customers with overlapping outsourced finance capabilities.

Direct peers

• Wipfli LLP: Mid-market accounting firm with a nationally recognized construction industry practice offering outsourced controller/CFO services, audit, and advisory to contractors. Comparable in target customer (construction SMBs) and outsourced finance service offering.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with a dedicated construction practice serving contractors with outsourced accounting, audit, and advisory services. Comparable in construction vertical focus and outsourced CFO/controller service model, though at much larger scale.
• Anders CPAs + Advisors: Mid-market accounting and advisory firm serving closely held businesses and construction-related clients with outsourced CFO/controller services and financial statement preparation. Comparable in customer profile (SMBs needing fractional finance leadership) and service mix.
• CFO Strategic Partners: Pure-play outsourced CFO firm providing fractional CFO, controller, bookkeeping, and accounting services to small and mid-sized businesses. Comparable in core outsourced finance service model, though broader across verticals.
• The Bonadio Group: Mid-market CPA firm serving small and mid-sized businesses in the Northeast with outsourced accounting, CFO, audit, and tax services including a construction practice. Comparable in customer segment (SMBs needing fractional finance support) and service mix.
• Rehmann: Michigan-based accounting and business advisory firm with a dedicated construction and real estate practice providing outsourced CFO services, audit, and tax to construction SMBs. Comparable in geography, vertical specialization, and SMB outsourced finance model.
• Plante Moran: Michigan-based mid-market accounting and advisory firm with a well-known construction industry practice serving contractors and developers. Directly comparable in geographic anchor, vertical focus (construction), and outsourced CFO/controller service lines.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/morris-kalish-&-walgren-p.c.

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 MORRIS, KALISH & WALGREN, P.C.