Prompt

Are there any middle-market audit firms that focus on annual financial statement audits for privately held businesses?

Accounting & Tax / Audit & Assurance1 observationLast seen Jul 30, 2026

Latest observation

Jul 30, 2026OpenAI APIWeb search: off

Yes. There are many middle-market audit firms that specialize in annual financial statement audits for privately held businesses.

Common examples include:

  • Regional CPA firms with strong audit practices
  • Boutique audit firms focused on private companies
  • Middle-market accounting firms that serve owner-managed businesses, PE-backed companies, and family offices

These firms often handle:

  • Annual financial statement audits
  • Reviews and compilations
  • Internal control and accounting advisory work
  • GAAP financial reporting
  • Lender or investor-required audits

Examples of firms that often serve this market include:

  • CBIZ
  • Withum
  • Marcum
  • Baker Tilly
  • BDO
  • Grant Thornton
  • CohnReznick
  • Forvis Mazars
  • RSM
  • KPMG/PwC/Deloitte/EY in select middle-market segments, though they’re larger global firms

If you want, I can also give you:

  1. a list of firms by region/state,
  2. firms that focus specifically on privately held manufacturing/distribution/construction/real estate, or
  3. a shortlist based on company size and audit complexity.

Observation history

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