Local market leadership Schunk, Wilson & Company CPAs PC is a well-regarded Buffalo-based firm with a long history since 1966, consistently listed among top local CPA firms, presenting an opportunity to leverage credibility in Western New York to cross-sell services to growing regional businesses and nonprofits.

Tech-forward services The firm emphasizes a paperless environment and modern software integration, signaling readiness to engage clients seeking outsourced accounting, cloud-based bookkeeping, tax planning, and financial advisory services enabled by advanced technology.

Diverse client base Serving commercial, nonprofit, institutional, and governmental sectors, SWC can tailor value propositions for various verticals, including high net worth individuals and ownership groups, enabling cross-sell across audit, tax, and consulting offerings.

Growing revenue potential With reported revenue in the $1M–$10M range and a lean employee base, there is scope to upsell advisory, tax optimization, and scalable outsourced CFO/financial management services to mid-market clients seeking efficiency and strategic guidance.

Strategic partnerships Active professional memberships and locally focused client service philosophy position SWC to establish alliances with regional firms and service providers, creating co-sell opportunities and referrals for complementary offerings such as forensic, government auditing, and nonprofit governance consulting.