Business Details
Trusted Accounting & 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, supporting them through business formation, scaling, acquisitions, and exit planning. We prioritize client-centric service, combining technical expertise with strategic advisory to help businesses grow. Our unique operational structure empowers employees to lead their professional development, fostering flexibility and opportunities for growth.We exclusively hire experienced professionals, ensuring clients receive high-level expertise without entry-level oversight. Recognized as Pittsburghs 18th largest accounting firm by the Pittsburgh Business Times, we maintain a 4.8/5 client satisfaction rating and have earned accolades like the Best of Accounting award from ClearlyRated. Our commitment to proactive tax planning, audit assurance, and business advisory services positions us as trusted partners for businesses at every stage.
Services
Business Planning
Tax Compliance
Audit Assurance
Family Office Services
Client Accounting Services
Strategic Advisory
State and Local Tax (SALT)
Technology Consulting
Highlights and features
- We exclusively hire experienced accounting professionals to ensure expert-level service.
- Our unique employee-driven structure prioritizes flexibility and professional growth.
- Recognized as a Best Place to Work in Pittsburgh for six consecutive years.
- Tailored solutions for businesses from formation to exit strategy planning.
- Proactive tax and advisory services minimize liabilities while maximizing growth opportunities.
What people say
Competent and professional
Trusted advisor
Significant tax savings
Proactive recommendations
Impressive audit expertise
Services
Business Planning
Our Business Planning services guide clients through entity selection, financial projections, and growth strategies. We help entrepreneurs and established businesses align their goals with actionable plans, ensuring long-term profitability. By analyzing market conditions and regulatory requirements, we deliver tailored solutions that support scalable growth and exit strategies.
Tax Compliance
Wilkes Tax Compliance and Advisory team provides year-round planning to minimize liabilities for businesses and individuals. We specialize in multi-jurisdictional tax strategies, estate planning, and incentive programs. Our proactive approach ensures clients stay ahead of evolving tax laws while maximizing savings and compliance.
Audit Assurance
Our Audit & Assurance services ensure financial accuracy and regulatory compliance across industries. We conduct audits under GAAS and GAS standards, focusing on risk mitigation and internal controls. Clients benefit from our expertise in employee benefit plans, fraud detection, and government compliance audits, ensuring transparency and operational resilience.
Family Office Services
Family Office solutions address tax planning, estate preservation, and philanthropy for high-net-worth individuals. We coordinate with attorneys and financial planners to create holistic strategies that minimize tax burdens and secure generational wealth. Services include charitable gifting, trust management, and personalized financial reporting.
Client Accounting Services
Our Client Accounting Services offer bookkeeping, payroll, and fractional CFO support to streamline financial operations. By outsourcing these tasks to Wilke, businesses gain time to focus on core activities while ensuring accurate, timely financial reporting and compliance with evolving regulations.
People
David Wilke
Co-Managing Partner and Founder
David Wilke founded Wilke CPAs & Advisors with a vision to combine technical expertise and entrepreneurial insight. Recognized as one of Pittsburghs Top 50 CEOs, he leads strategic growth initiatives and client advisory services.
Peter Fleming
Co-Managing Partner & Lead Audit Partner
Peter Fleming oversees audit and assurance services, specializing in compliance for nonprofits and employee benefit plans. His expertise in fraud detection and regulatory audits ensures client confidence in financial integrity.
Nichole Feller
Partner, Accounting and Business Advisory
Nichole Feller provides strategic accounting and advisory services to mid-sized businesses. With deep expertise in tax compliance and business operations, she helps clients optimize financial performance and regulatory adherence.
Carrie Herron
CEO
Carrie Herron leads Wilkes operational strategy, focusing on client satisfaction and team development. Her leadership drives the firms commitment to innovation and personalized service for growing businesses.
Questions
What services does Wilke CPAs & Advisors offer?
We provide accounting, tax compliance, audit assurance, business planning, family office services, and technology consulting for businesses and high-net-worth individuals.
How does Wilke differentiate itself from other accounting firms?
We exclusively hire experienced professionals, prioritize employee autonomy, and combine technical expertise with strategic advisory to deliver personalized client solutions.
Which industries do you specialize in?
We serve construction, real estate, healthcare, education, manufacturing, professional services, and nonprofits, with expertise in multi-jurisdictional tax compliance.
Do you offer services for startups?
Yes, we assist startups with entity selection, business planning, and tax strategies to support growth from formation through scaling.
