Wilke CPAs & Advisors

Business Details

21 Years

experience

Trusted Accounting and Business Advisory Services in Pittsburgh

Wilke CPAs & Advisors is a top-rated regional public accounting firm based in Pittsburgh, PA, serving clients across Western Pennsylvania and other states. Our entrepreneurial spirit aligns us with emerging, small, and mid-sized organizations, offering tailored guidance from business formation to strategic exits. We distinguish ourselves through a unique operational structure that empowers employees to direct their professional development while maintaining flexibility. Our team comprises experienced accounting, tax, and consulting professionals who prioritize mentoring, ensuring clients receive expert service without entry-level staff handling accounts.

Recognized as one of Pittsburgh's 50 top CEOs in 2022 and a six-time Best Places to Work honoree, we combine technical excellence with a client-centric approach. With 4.8 out of 5 stars from over 100 verified reviews, we are the 18th largest public accounting firm in Pittsburgh. Our commitment to proactive tax planning, compliance, and strategic advisory services positions us as trusted partners for businesses and high-net-worth individuals seeking sustainable growth.

Services

Business Planning Client Accounting Services Family Office Audit & Assurance Tax Compliance Technology Consulting

Details

Year established: 2005

Highlights and features

Experienced team with no entry-level staff handling client accounts
Recognized as Pittsburgh's Best Places to Work for six years
4.8/5 stars from 100+ verified client reviews
Unique employee-driven professional development model
Ranked 18th largest public accounting firm in Pittsburgh

What people say

Exceptional tax planning Personalized service Strategic guidance Exceptional expertise Trusted advisors

Website

Update Listing

Services

Business Planning

Our business planning services guide clients through entity selection, strategic growth consulting, and exit strategy development. We create customized business plans, analyze compensation structures, and provide financial projections to help organizations achieve long-term objectives. With expertise spanning startups to $500M+ enterprises, we deliver actionable insights that align with market opportunities and regulatory requirements.

Client Accounting Services

We offer comprehensive outsourced accounting solutions including bookkeeping, payroll management, QuickBooks support, and fractional CFO services. Our team implements automated accounting systems, conducts cash flow analysis, and provides budgeting expertise to streamline financial operations. Certified ProAdvisors ensure seamless integration of cloud accounting software tailored to each client's operational needs.

Family Office

Our Family Office practice provides tax-efficient wealth planning for high-net-worth individuals and families. Services include charitable giving strategies, estate tax compliance, household payroll management, and executive compensation consulting. We coordinate with external advisors to create holistic solutions that preserve family legacies and minimize intergenerational tax liabilities.

Audit & Assurance

We conduct audits under GAAS and GAS standards for nonprofits, employee benefit plans, and for-profit entities in construction, real estate, and manufacturing sectors. Our services include fraud examinations, forensic accounting, and compliance audits for Title IV programs. Experienced professionals ensure adherence to regulatory requirements while identifying operational efficiencies and risk mitigation strategies.

Tax Compliance

Year-round tax planning services cover business entities, estates, trusts, and high-net-worth individuals. We specialize in multi-jurisdictional SALT compliance, gift tax strategies, and tax incentive utilization. Our team prepares federal and state returns while implementing proactive strategies to minimize liabilities through R&D credits, cost segregation, and pass-through entity tax deductions.

People

David Wilke

Co-Managing Partner and Founder

David Wilke founded Wilke CPAs & Advisors with a vision for client-centric accounting services. Recognized as one of Pittsburgh's Top 50 CEOs in 2022, he brings decades of experience in strategic tax planning and business advisory services.

Peter Fleming

Co-Managing Partner & Lead Audit Partner

Peter Fleming oversees audit and assurance services with expertise in forensic accounting and compliance. As a Certified Fraud Examiner, he specializes in fraud detection and provides litigation support for complex financial cases.

Carrie Herron

CEO

Carrie Herron leads operational strategy as CEO, focusing on client service excellence and firm growth. With extensive experience in accounting and business advisory, she drives initiatives that align with evolving client needs and industry standards.

Questions

What industries does Wilke CPAs & Advisors specialize in?

We specialize in construction, real estate, healthcare, manufacturing, professional services, and not-for-profit sectors, with expertise serving organizations from startups to $500M+ enterprises.

Do you offer outsourced accounting services?

Yes, our Client Accounting Services include bookkeeping, payroll, QuickBooks support, and fractional CFO services tailored to your business needs.

What tax services do you provide?

We offer year-round tax planning, compliance, and advisory services for businesses, individuals, estates, and trusts, including SALT compliance and tax incentive optimization.

Are your professionals certified?

Our team includes CPAs, Certified Fraud Examiners, Accredited in Business Valuation (ABV) professionals, and QuickBooks ProAdvisors with extensive industry-specific expertise.

How do you handle multi-state tax compliance?

Our SALT specialists manage cross-jurisdictional compliance, nexus analysis, and sales tax obligations to minimize liabilities while ensuring adherence to evolving state regulations.

What makes Wilke different from other accounting firms?

We combine experienced professionals with a unique employee-driven model, eliminating entry-level staff on client accounts while maintaining flexibility and personalized service.

Reviews (7)

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John Prorok

Dec 31, 2021 Report

I have worked professionally with the accountants at Wilke & Associates for over a decade and have always been impressed with their depth of knowledge, professionalism, and client-centric approach. They are trusted advisors for my clients and highly recommend Wilke & Associates to business owners and real estate developers looking for outstanding tax advice and planning.

Barry Zhang

Dec 17, 2020 Report

Wilke & Associates has been our service provider for more than a decade. We are often asked why we work with an accounting firm that is 300 miles away*. The answer is simple: Quality. We chose them to file our annual taxes because they had a good understanding on manufacturing business, including R&D credit etc. Over the years, they have become much more than a tax accountant to us. They have been our go to firm for anything financial. We consult with them on a variety of subjects such as solar credit, budgeting, financial planning, choosing a controller, loans, PEO providers, and government programs

Eric Metz

Nov 20, 2020 Report

After a lengthy relationship with our prior accounting firm we decided to bring in a new firm. We interviewed 3 firms from the Greater Pittsburgh Area. After much deliberation we hired Wilke & Associates. We couldnt be happier with the decision we made. We are a large manufacturing company with locations in 4 States and Canada. Due to the size and scope of our company and our processes a first year audit poses significant challenges. Wilke & Associates met all of those challenges head on with an impressive level of professionalism and ability. In addition to their accounting expertise their

Sharon Harkins

Nov 06, 2020 Report

Wilke & Associates has been our accountant for almost 20 years, we have grown, having many entities and a complicated real estate investment business. I believe everyone at Wilke & Associates understands real estate, the upside and the pitfalls. We seek their advise for out of the box investments and they always deliver superb advice.

Erin Kartman

Sep 26, 2020 Report

I could not do my job as Finance, Office Administrator without Candace T. of Wilke & Associates. She is incredibly knowledgeable, patient in her guidance & teaching, and completely professional. I highly recommend this accounting firm and if you're lucky enough to work with Candace, the results will speak volumes!

Ronald Cypher Md

Aug 26, 2020 Report

We received a bid from Wilke to do our accounting. Wilke had all necessary documents before the bid. Our invoice was FOUR times higher than the bid. Wilke never called us about the overruns, just sent a bill. Furthermore, they asked for an IRS extension without asking us for permission. Then they made an error in their work which cost an IRS penalty. Highly recommend finding another firm.

Anna Parisi

Jul 12, 2020 Report

Our agency, Chemistry Communications, Inc. , has been partnering with Wilke and Associates for over 10 years. Our main point of contact, Peter Fleming, CPA, is the consummate tax/M&A/accounting expert for whom we rely on. Peter Flemings counsel has been instrumental in our successfully navigating the complexities surrounding several
mergers/acquisitions. We highly recommend Peter Fleming and the Wilke & Associates team members.