As the owner of a midsized business, you need much more than the basics when it comes to accounting and advisory, but you’re not ready for the Big 4. Many owners in your position seek out large regional accounting firms, so let’s compare them:
- CLA (CliftonLarsonAllen)
- Eide Bailly
- CohnReznick
- Wipfli
- CBIZ
The criteria used to declare these the top services in the area include the basics, like how long they've been in operation and what their reputation and pricing transparency are like.
Then there's our personal rankings. A high Website Experience Score means the website looks modern, is easy to navigate, has a search bar or live chat, and features an information center or database. A high Service Range Score means they clearly advertise what their services entail, they have a large range of services, and they provide services that are not commonly provided.
|
Firm Name
|
Year Founded
|
Testimonials
|
Transparent Pricing
|
Website Experience Score
|
Service Range Score
|
|
CLA (CliftonLarsonAllen)
|
2012
|
Must search for them
|
No
|
9
|
10
|
|
Eide Bailly
|
1917
|
Shown clearly on "How We Help" tab
|
No
|
9
|
10
|
|
CohnReznick
|
2012
|
Must search for them
|
No
|
9
|
10
|
|
Wipfli
|
1930
|
Must search for them
|
No
|
8
|
10
|
|
CBIZ
|
1996
|
Must search for them
|
No
|
8
|
9
|
Scroll for more information on the firms! These are listed in no particular order.
If none of these sound like the right fit for your business, you may be a better fit to work with CSI Accounting & Payroll. We’ve provided financial services tailored to small and midsized businesses for 60 years. Learn more about us at the end of this article!
CLA (CliftonLarsonAllen)
CLA was formed in 2012 through the merger of LarsonAllen (founded 1953) and Clifton Gunderson (founded 1960). They have over 130 offices and serve both a wide range of industries and a wide range of client types, including individuals and large enterprises.
They offer:
- Audit services
- Employee benefit plan audit
- Financial statement audit and review
- Internal audit
- Single audit
- Sustainability and ESG
- System and organization controls (SOC) audit
- Consulting and outsourcing services
- Client accounting and advisory
- Business opportunity assessment
- Finance and accounting
- Fund administration
- Project-based consulting
- Project management
- Deal services
- Investment banking
- Owner legacy
- Post-merger integration
- Transaction advisory
- Talent solutions
- HR advisory and resourcing
- HR systems and payroll
- Talent search
- Value and risk
- Forensic accounting
- Industry-specialized consulting
- Litigation support
- Risk management
- Telecom advisory
- Valuation
- Digital services
- Analytics
- Automation and integration
- Cybersecurity
- Software products
- Tax services
- Business
- Global
- Personal
- Private client services
- State and local
- Sustainability and ESG
- Tax credits and incentives
- Wealth advisory services
- 401(k) pooled employer plan (PEP)
- Business owner solutions
- Financial planning
- Insurance and risk management
- Investment advisory
- Investment banking and M&A
- Private client services
- Retirement plan services
Eide Bailly
Eide Bailly was formed in 1917 and has over 40 offices that serve a wide range of industries.
They offer:
- Audit & assurance services
- Employee benefit & retirement plan audits
- Leasing standards
- Public company & SEC services
- Single audit
- System & Organization Control (SOC) report
- Tax services
- Compliance
- Business credits & incentives
- State & local tax
- International tax
- IRS resolution & collections
- Tax consulting & planning
- Exempt organization tax
- Wealth transition services
- Tax legislation
- Advisory services
- Transaction advisory
- US inbound services
- Fraud & forensic advisory services
- Human resources consulting
- Risk advisory services
- Sustainability & carbon accounting
- Client accounting services
- Finance & accounting
- Fractional CFO & controller services
- Payroll solutions
- Private client solutions
- Business planning & analysis
- Tax collaboration solutions
- Accounting for technology & implementation support
- Accounting for private equity
- Digital services
- Cybersecurity
- Data
- Digital future
- Secure cloud
- Technology
CohnReznick
CohnReznick was formed in 2012 through the merger of J.H. Cohn LLP and Reznick Group, P.C., going back to 1919. Their 28 offices across the globe serve clients across 30 industries.
They offer:
- Accounting & assurance
- Accounting services
- Attest & audit
- Employee benefit plans
- Lease accounting
- SEC audits
- System organization controls reporting solutions
- Accounting advisory
- IPO readiness
- SEC reporting and disclosures
- Outsourced accounting
- Audit readiness
- Technical accounting
- GAAP/IFRS compliance
- Accounting standards implementation
- Acquisition accounting and integration
- Financial statement preparation
- Internal and external financial reporting
- Financial restructuring and restatements
- Business performance
- CFO advisory
- Client advisory services
- Performance improvement
- Restructuring
- Digital services
- Digital transformation
- Data & AI
- Enterprise applications
- Enterprise resource planning
- Risk
- Cybersecurity
- Enterprise risk management
- Financial Services Organizations (FSO)
- Internal audit
- Litigation support investigations
- Privacy
- Technology risk
- Sustainability advisory
- Decarbonization strategy and SBTi target setting
- Greenhouse gas emission calculations
- Limited assurance pre-assurance readiness
- Strategic planning for sustainability markets
- Sustainability strategy & reporting
- Sustainable finance and ESG due diligence
- TCFD climate risk assessment & (double) materiality assessment
- Tax services
- Federal tax
- State & local tax
- International tax
- Tax credits
- Exempt organizations tax services
- Private client services
- Trusts and estates
- Transactions
- Financial modeling
- Functional and performance benchmarking
- Pre-LOI diligence (buy-side)
- Financial due diligence
- Operational due diligence
- Strategic due diligence
Wipfli
Wipfli was formed in 1930 and has 35 offices globally. Just like the others on this list, they also serve a wide range of industries.
They offer:
- Assurance
- Accounting services
- Audit and assurance
- Organizational performance
- Leadership development
- Strategy and operations
- Outsourcing
- Finance and accounting
- Human resources
- Technology
- Operations
- C-suite
- Private client services
- Estate and tax planning
- Business transition strategy
- Wealth management and investment advisory services
- Risk advisory
- ESG services
- Forensic advisory
- Fraud investigation and litigation support
- Governance risk and controls
- Internal controls
- Operational risk
- Regulatory and compliance
- Technology
- Tax
- Credits and incentives
- Individual tax
- International expansion
- International tax
- Specialty tax services
- State and local tax services
- Transaction advisory
- Buy-side
- Sell-side
- Investment banking
- Valuation services
- Digital
- AI services
- Cybersecurity
- Data & analytics
- Digital strategy
- Enterprise solutions
- iPaaS solutions
- Application modernization
- Managed services
- Alliances
- Software solutions
CBIZ
CBIZ was formed in 1996 (originally as Century Business Services, Inc.) and has over 160 offices. They serve a wide range of industries and specialize in the middle market, making them a realistic solution for growing businesses.
They offer:
- Accounting
- Audit & attest
- Financial reporting
- Tax
- Business tax
- International tax
- Opportunity zones
- Private client services
- Specialized tax
- State & local tax
- Advisory
- Compensation consulting
- Financial accounting & advisory services
- Forensic consulting & litigation services
- HR services
- Human capital management
- Investment advisory services
- M&A knowledge center
- Private equity advisory
- Risk & advisory services
- Talent solutions
- Tariff solutions
- Tenant representation
- Transaction advisory services
- Valuation services
- Benefits
- Actuarial services
- Employee benefits consulting
- Retirement plan administration
- Retirement plan consulting
- Insurance
- Business insurance solutions
- Individual insurance
- Risk management
- Specialty insurance
- Technology
- Artificial Intelligence (AI)
- Cloud & infrastructure
- Cybersecurity
- Emerging technology
- Enterprise performance & technology
- Managed services
- Payroll & HR technology
Find the Best Accounting Service for You
As the owner of a midsized business, you want to consider all of your options. You’re going to do your research whether we help you or not… so why not? If another firm is a better fit for you, then you should be working with them.
However, if none of the large regional firms on this list feel like the right fit, consider CSI Accounting & Payroll. We find that many owners who look for regional firms would actually be better suited for CSI.
We’ve been around for 60 years, have a transparent website (including testimonials and pricing), have a wide range of services, and actually specialize in working with businesses just like yours regardless of your industry.
To see if we can be a good fit for your business, click the button below for a free consultation:
Not ready to talk? That’s okay! First, learn more about what your monthly accounting fee may be by clicking the image below: