Shultz Huber & Associates, Inc.

What Shultz Huber & Associates, Inc. does

Shultz Huber & Associates, Inc. (SH&A) is a privately held certified public accounting and business consulting firm headquartered at 101 Clinton Street, Defiance, Ohio. Founded in 1969 as a partnership by Charles E. Huber and Richard R. Shultz, the firm has grown to approximately 80–100 professionals and support staff across eight office locations in northwest Ohio (Archbold, Bryan, Defiance, Lima, Minster, St. Marys, Van Wert, and Wapakoneta), with seven shareholders led by Managing Shareholder Tyson L. Stuckey. The firm is owned by its partner-shareholders with no disclosed external investors, and was ranked 426th on INSIDE Public Accounting's Top 500 CPA Firms list for 2025. It holds the highest PASS designation under the AICPA Private Companies Practice Section peer review program (completed 2023).

The firm's core service portfolio spans accounting (bookkeeping, audited/compiled/reviewed financial statements, payroll, 401(k) audits), tax services (preparation, planning, IRS representation, estate and trust planning), and business consulting (IT, HR, litigation support, forensic accounting, business valuations, QuickBooks Online implementation). It serves small to mid-sized businesses and individuals across vertical specialties including construction, manufacturing, agriculture, non-profit, auto dealerships, telecommunications, franchises, retail, and real estate. Technology is limited to standard accounting software, QuickBooks support, and a NetLink Solutions-hosted secure client portal with SSL encryption and off-site backups. GTM is sales-led, relying on direct client relationships, referrals, community involvement, and a multi-channel content engine (twice-monthly industry newsletters, Lunch & Learn events, social media).

SH&A generates revenue through custom-quoted professional services engagements billed annually, with pricing based on scope and complexity. The firm is currently in the middle of a growth push: on July 1, 2026 it acquired Stroh, Johnson & Company, LLP (founded 1979, three offices), and in mid-2026 launched a Client Advisory Services line anchored by Lindsy Wyse. Geographic and service expansion is concentrated within the northwest Ohio region, with no indications of geographic diversification beyond the existing footprint.

Name

Shultz Huber & Associates, Inc.

Legal name

Shultz Huber & Associates, Inc.

Website

https://sha-cpa.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

1–10 employees

Short description

Shultz Huber & Associates is a privately held CPA and business consulting firm based in northwest Ohio, serving small and mid-sized businesses and individuals across construction, manufacturing, agriculture, and other verticals with accounting, tax, IT, HR, and advisory services from eight regional offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Defiance

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services: Professional accounting services including bookkeeping, audited/compiled/reviewed/prepared financial statements, cash flow budgeting, 401(k) audits, and payroll processing.
2. Tax Services: Tax preparation and management for businesses and individuals, entity selection, tax planning, IRS representation, estate and trust planning.
3. Business Consulting: Business development consulting, IT consulting, HR consulting, litigation support, forensic accounting, business valuations, software setup and training.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Shultz Huber & Associates is a full-service certified public accounting and business consulting firm offering accounting (bookkeeping, financial statement preparation, 401(k) audits, payroll), tax (preparation, planning, IRS representation, estate/trust planning), and business consulting services (HR, IT, M&A advisory, forensic accounting, business valuations) to small and mid-sized businesses and individuals across northwest Ohio. The firm serves multiple industries including construction, manufacturing, agriculture, non-profit, auto dealerships, and professional services through eight regional office locations.

Product overview

Shultz Huber & Associates is a full-service certified public accounting and business consulting firm offering integrated professional services through a platform-plus-specialists model. The core service portfolio includes Accounting Services (bookkeeping, financial statements, audits, payroll processing) and Tax Services (preparation, planning, estate/trust, IRS representation) as foundational offerings. These core services are enhanced by Business Development Consulting (strategic planning, mergers & acquisitions), IT Consulting, HR Consulting (available via retainer), Litigation Support & Forensic Accounting, Business Valuations, Software Support & Training (particularly QuickBooks Online), and Client Advisory Services. The firm serves diverse industry verticals including construction, manufacturing, agriculture, healthcare, not-for-profit, and professional services, operating across eight offices in northwest Ohio with a team of approximately 80-100 professionals.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Ranked 426th among Top 500 CPA Firms in the nation for 2025

Named customers6 records

Segments10 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

One partnership is on record.

• Stroh, Johnson & Company, LLPcoreOthers · 1 July 2026Acquisition of Stroh, Johnson & Company, LLP effective July 1, 2026. Stroh, Johnson was founded in 1979 and specialized in accounting, auditing and tax services with offices in Lima, Minster and Wapakoneta. Team members continue to serve clients as part of Shultz Huber team, and SJC's three offices now operate under the SH&A name.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• VonLehman & Company: Regional CPA firm headquartered in Cincinnati with offices across Ohio, Kentucky, and Indiana, offering accounting, tax, and advisory services to mid-market and SMB clients in comparable industries.
• Boeckermann Grafstrom & Mayer: Mid-sized Midwest regional CPA firm offering accounting, tax, and advisory services to closely held businesses, with comparable headcount and similar industry vertical coverage.
• Clark Schaefer Hackett: Ohio-headquartered regional CPA and advisory firm with comparable headcount and a similar full-service model (accounting, tax, consulting) targeting mid-market and SMB clients across the Midwest.
• Barnes Dennig: Cincinnati-based regional accounting and advisory firm with industry-focused practices and a similar full-service offering (audit, tax, business consulting) for middle-market clients in Ohio-adjacent territory.
• Dean Dorton: Kentucky-based accounting and advisory firm with comparable size and vertical specialization across construction, manufacturing, and nonprofits, competing for similar mid-market clients in the broader Ohio Valley region.
• Rea & Associates: Mid-sized Ohio-based CPA and business advisory firm with multiple offices across Ohio, serving construction, agriculture, manufacturing, and nonprofit clients — a direct mirror of SH&A's vertical footprint and size band.
• GBQ Partners: Ohio-based accounting and consulting firm of comparable size serving mid-market and SMB clients across industries including construction, manufacturing, and nonprofit. Closely comparable regional CPA peer with vertical specialization and similar service mix.

Broad incumbents

• Blue & Co. Larger regional CPA and advisory firm with broader geographic reach across the Midwest, serving many of the same verticals (healthcare, construction, manufacturing, nonprofit). Larger incumbent in an overlapping market.
• Plante Moran: Large U.S. accounting and advisory firm with Midwest roots and broad industry practices. Provides a benchmark for what scaled-up regional CPA firms can become and the competitive threat SH&A faces at the upper end of its market.
• FORVIS (formerly BKD): Top-10 U.S. accounting firm serving mid-market clients nationwide, including significant Ohio presence. Represents the larger platform competitor SH&A may eventually need to differentiate against or partner with.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Shultz_Huber
• Facebookfacebook.com/ShultzHuberCPA
• LinkedInlinkedin.com/company/shultz-huber-&-associates-inc.

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Shultz Huber & Associates, Inc.