Prompt
Are there any middle-market audit firms that focus on annual financial statement audits for privately held businesses?
Latest observation
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:
- a list of firms by region/state,
- firms that focus specifically on privately held manufacturing/distribution/construction/real estate, or
- a shortlist based on company size and audit complexity.
Observation history
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Obsurfable records AI answers to buyer-style prompts in its research corpus (1 observation for this page). Metrics are distributions over observations, not a single static ranking.
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