Two entities, one clean line between them.
Every firm we acquire keeps its professional independence. Licensed CPAs hold majority ownership and full professional control; a management-services organization carries everything that is not the practice of accountancy. The structure is designed around the California Accountancy Act.
Owned and led by licensed CPAs
- —Majority ownership and full professional control held by licensed CPAs.
- —All regulated professional services, including attest work, stay here.
- —The successor is a practitioner who signs returns, sits with clients, and carries the license.
- —The firm's name and client relationships remain the firm's.
- —Anchored by our founding CPA, Denis Shulga, CPA, EA.
Everything that is not accountancy
- —The AI-enabled operating platform, tuned for CPA workflows.
- —Intake, scheduling, and document management.
- —Billing, administration, and marketing, run centrally.
- —Capital and shared services, so the firm's partners can practice.
WIN is a management-services organization. It is not a licensed public accounting firm and does not provide attest or other services regulated under the California Accountancy Act.
Routine work automated. Judgment stays human.
Document intake, data entry, reconciliation, e-file follow-ups, and status chasing run automatically, with every step under CPA review, and nothing goes out that a licensed professional has not stood behind.
Headcount stays the same; staff move into advisory work, where clients need them most.
The platform is built and operated with our technology partner, Jupid, an AI accounting software company.
For the seller
A successor with capital behind them and a platform beneath them.
For the staff
Routine work leaves their desks; advisory work and training take its place.
For the clients
The same firm and name, a CPA across the table, and faster service behind it.