Windes Company Profile

Background

Established in 1926, Windes is a prominent accounting and advisory firm headquartered in Long Beach, California, with additional offices in Orange County and downtown Los Angeles. The firm offers a comprehensive suite of services, including audit and assurance, tax planning and compliance, business consulting, and specialized advisory services. Windes serves a diverse clientele comprising publicly traded and privately held businesses, nonprofit organizations, and high-net-worth individuals. The firm's mission is to deliver high-value business solutions with a commitment to integrity, independence, continuous improvement, and professional excellence.

Key Strategic Focus

Windes focuses on providing tailored financial and advisory services across various industries, including entertainment, financial services, healthcare, hospitality, legal, manufacturing, nonprofit, real estate, retail, technology, automotive, construction, energy, professional services, transportation, trade, and maritime. The firm's strategic objectives include expanding its service offerings, enhancing client relationships, and leveraging technological advancements to improve service delivery. Windes is an independent member of Allinial Global, a worldwide network of high-quality, mid-tier, and regional firms, enabling it to offer clients global capabilities.

Financials and Funding

As of December 2024, Windes reported an estimated annual revenue of $35 million. The firm employs approximately 252 professionals across its offices. Windes has achieved consistent growth through organic expansion and strategic partnerships, maintaining a strong financial position without reliance on external funding.

Leadership Team

James A. Cordova: Managing Partner/President, overseeing the firm's strategic direction and operations.

Guy Nicio, CPA, MST: Chairman and Partner in Tax, leading the Client Accounting Services Group.

Christy Woods, CPA, MST: Partner-in-Charge of the Long Beach Tax office and leader of the Real Estate practice.

Michael Barloewen, CPA, CGMA: Partner in Audit & Assurance Services, heading the nonprofit practice.

Sean McFerson: Managing Partner, recognized for his leadership and commitment to creating a positive workplace culture.

Leadership Changes

In March 2024, Windes appointed Sean McFerson as Managing Partner, succeeding James A. Cordova. McFerson's leadership focuses on fostering a supportive culture and driving the firm's strategic initiatives.

Competitor Profile

Market Insights and Dynamics

The accounting and advisory services industry is characterized by steady growth, driven by increasing regulatory complexities and the demand for specialized financial services. Firms that offer a broad range of services and demonstrate adaptability to technological advancements maintain a competitive edge.

Competitor Analysis

Windes operates in a competitive landscape alongside firms such as Vasquez & Company, Warady & Davis, and Sisterson. These competitors offer similar accounting and advisory services, targeting overlapping markets. Windes differentiates itself through its longstanding reputation, comprehensive service offerings, and commitment to employee satisfaction.

Strategic Collaborations and Partnerships

Windes is an independent member of Allinial Global, a worldwide network of high-quality, mid-tier, and regional firms. This affiliation enhances Windes' ability to provide clients with global resources and expertise, strengthening its market position and service capabilities.

Operational Insights

Windes' strategic considerations include maintaining a strong market position through service diversification, technological integration, and a focus on client-centric solutions. The firm's commitment to employee development and workplace satisfaction contributes to its competitive advantage, as evidenced by multiple "Best Places to Work" awards.

Strategic Opportunities and Future Directions

Windes aims to capitalize on opportunities for expansion by enhancing its technological capabilities, broadening its service offerings, and strengthening client relationships. The firm's current strengths position it to adapt to industry trends and meet the evolving needs of its diverse clientele.