Wilke CPAs & Advisors

Business Details

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 beyond. Our entrepreneurial spirit aligns us with emerging, small, and mid-sized organizations at every stage of growth, from startups to established enterprises planning exits. We differentiate ourselves through a unique operational structure that empowers employees to lead their professional development while maintaining rigorous client service standards. By exclusively hiring experienced professionals and prioritizing mentorship, we ensure clients receive expert guidance without entry-level oversight.

Recognized as Pittsburghs 18th largest public accounting firm by the Pittsburgh Business Times, we combine technical excellence with personalized service, earning accolades like the Best of Accounting award from ClearlyRated and six consecutive Best Places to Work designations. Our commitment to client success drives proactive tax planning, strategic advisory services, and comprehensive compliance solutions tailored to each organizations unique needs.

Services

Business Planning Client Accounting Services Family Office Tax Compliance Audit & Assurance Strategic Advisory Technology Consulting Estate Tax Planning Fraud Forensics Not-for-Profit Services

Highlights and features

We offer decades of experience in accounting and advisory services for businesses of all sizes.
Our team provides personalized, proactive tax planning tailored to your unique business needs.
We combine technical expertise with strategic advisory to drive measurable business growth.
Recognized as a Best Place to Work and winner of the Best of Accounting award.
We exclusively hire experienced professionals to ensure top-tier service and continuity.

What people say

Professional, knowledgeable team Significant tax savings Reliable business partners Exceeded expectations Highly recommend

Website

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Services

Business Planning

Our business planning services guide entrepreneurs and established companies through entity selection, strategic growth, and exit strategies. We create customized business plans, financial projections, and compensation frameworks to align with long-term goals. Clients benefit from tailored advice on scalability, market positioning, and risk management.

Tax Compliance

We provide year-round tax planning for businesses, individuals, and nonprofits, focusing on minimizing liabilities and maximizing opportunities. Services include entity selection, gift tax strategies, and compliance for estates and trusts. Our proactive approach ensures clients stay ahead of regulatory changes.

Audit & Assurance

Our audit services cover financial statements, employee benefit plans, and compliance with government standards. We deliver reasonable assurance through GAAS and GAS frameworks, supporting nonprofits, for-profits, and educational institutions with transparent reporting and fraud prevention.

Family Office

Family office solutions focus on tax-efficient wealth transfer, philanthropy planning, and estate compliance. We coordinate with attorneys and financial planners to minimize tax liabilities while preserving family legacies through trusts, gifting strategies, and personalized financial reporting.

Client Accounting Services

We offer bookkeeping, payroll, QuickBooks support, and fractional CFO services to streamline financial operations. This allows business owners to focus on core activities while ensuring accurate financial management and compliance with regulatory requirements.

People

David Wilke

Co-Managing Partner and Founder

David Wilke, CPA, MBA, founded Wilke CPAs & Advisors and was named one of Pittsburghs Top 50 CEOs by SmartBusiness in 2022. He leads with a focus on employee autonomy and client success, driving the firms growth into Pittsburghs 18th largest accounting practice.

Peter Fleming

Co-Managing Partner & Lead Audit Partner

Peter Fleming, CPA, CFE, oversees audit and assurance services, specializing in fraud examinations and compliance. With expertise in nonprofit and employee benefit plan audits, he ensures rigorous adherence to regulatory standards while delivering strategic client guidance.

Nichole Feller

Partner, Accounting and Business Advisory

Nichole Feller, MS, provides accounting and advisory solutions for mid-sized businesses, focusing on operational efficiency and financial reporting. Her experience spans multiple industries, offering clients actionable insights to enhance profitability and compliance.

Carrie Herron

CEO

Carrie Herron leads firm operations, ensuring seamless service delivery across all practice areas. With a background in client relations and strategic growth, she champions Wilkes culture of employee-driven professional development and client-centric innovation.

Questions

What services does Wilke CPAs & Advisors offer?

We provide accounting, tax planning, audit & assurance, business planning, family office services, and technology consulting for businesses and high-net-worth individuals.

How does Wilke approach tax planning for businesses?

Our tax planning focuses on year-round strategies to minimize liabilities, including entity selection, compliance, and leveraging incentives like R&D credits to maximize cash flow.

What industries do you specialize in?

We serve construction, real estate, healthcare, education, manufacturing, professional services, and nonprofits, tailoring solutions to each industry’s unique challenges.

Do you offer audit services for nonprofits?

Yes, we conduct audits, reviews, and compliance reporting for nonprofits, including 501(c)(3)s, foundations, and churches, ensuring adherence to regulatory requirements.

How does Wilke support business succession planning?

We develop exit strategies, business valuations, and succession frameworks to ensure smooth transitions, preserving value for owners and stakeholders.

What sets Wilke apart from other accounting firms?

We hire only experienced professionals, prioritize employee autonomy, and combine technical expertise with personalized service to deliver strategic, client-focused outcomes.