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Wilke Cpas & Advisors, Llp

www.wilkecpa.com link_icon

Company Research Report: Wilke CPAs & Advisors



Company Overview



  • Name: Wilke CPAs & Advisors

  • Mission: At Wilke CPAs & Advisors, going above and beyond to make a positive impact is just part of our job. Our clients’ success is our motivation. We initiate conversations, drive strategic tax planning, and thrive on providing personalized, responsive service that helps businesses grow.

  • Founded By: David Wilke, CPA, MBA

  • Headquarters: 1721 Cochran Road, Suite 200, Pittsburgh, PA 15220-1002

  • Key People:

  • David Wilke, CPA, MBA - Co-Managing Partner and Founder

  • Peter Fleming, CPA, CFE - Co-Managing Partner & Lead Audit Partner

  • Carrie Herron - CEO

  • Nichole Feller, MS - Partner, Accounting and Business Advisory

  • Omar Thrower, CPA, MST - Partner, Tax

  • Christopher Wenrich, CPA/ABV - Partner, Accounting and Business Advisory

  • Kelli M. Glenn, CPA - Partner

  • David E. Cooke, CPA - Partner Emeritus, Tax

  • Number of Employees: No information is available

  • Revenue: No information is available

  • Known For: Wilke is a top-rated regional public accounting firm, recognized as one of Pittsburgh’s Best Places to Work for six years and awarded the Best of Accounting by ClearlyRated in 2022. It is the 18th largest public accounting firm in Pittsburgh.


Products and Services



Services Offered


  • Advisory & Business Planning: Assistance ranging from business formation to succession planning.

  • Audit & Assurance: Compliance services related to financial statements and benefit plans.

  • Client Accounting Services: Outsourced accounting functions including bookkeeping, payroll, QuickBooks, and fractional CFO services.

  • Family Office: Management for high-net-worth families covering bill payments, charitable giving, tax planning, and more.

  • Strategic Advisory: Guidance on corporate transactions, partnership changes, fraud, and litigation services.

  • State & Local Tax: Multi-jurisdictional tax compliance services.

  • Tax Compliance & Advisory: Year-round tax planning for various entities including businesses, individuals, nonprofits, and estates.

  • Technology & Consulting: Implementation of tools and software, development of policies, and employee training for a secure tech environment.


High-Level Description of Services


Wilke CPAs & Advisors provides a comprehensive suite of accounting and advisory services aimed at helping businesses and high-net-worth individuals meet regulatory requirements, plan for the future, and achieve strategic growth.

Key Features


  • Personalized service with an emphasis on strategic tax planning and problem-solving.

  • An entrepreneurial spirit that identifies with and supports emerging, small, and mid-size organizations.

  • A unique operational structure focusing on employee-driven career development and flexibility.


Recent Developments



  • Industry Recognition:

  • Named one of Pittsburgh’s 50 Top CEOs by SmartBusiness in 2022.

  • Best Places to Work in Pittsburgh for six consecutive years.

  • Best of Accounting award in 2022 from ClearlyRated.


  • Service Expansion:

  • No specific new products or service features were detailed in the available data.


  • Key Initiatives:

  • Launching initiatives to navigate estate tax changes ahead of 2025.

  • Promoting the use of financial forecasting for business users.

  • Highlighting the benefits of accounting software for business transformation.


  • Partnerships and Strategic Moves:

  • Engagement with various businesses to provide strategic advisory services that influence business operations and investment decisions.


Contact Information



  • Address: 1721 Cochran Road, Suite 200, Pittsburgh, PA 15220-1002

  • Phone: 412-278-2200

  • Email: Info@wilkecpa.com



Please note that details such as the number of employees and specific revenue figures are not provided in the available information.