CPA firm delivering tax, audit, and financial advisory services
Anders is a mid-sized CPA and advisory firm built around tax planning, audit, and family wealth services. The stack—CaseWare, CCH Axcess, Bill.com, QuickBooks Online—reflects traditional accounting operations, while active projects signal an operational shift toward cloud-based client transitions and credentialing automation. Pain points center on accounts receivable collection and payroll compliance, suggesting the firm is scaling service delivery while managing cash-flow and regulatory friction.
Anders is a St. Louis-based CPA and advisory firm founded in 1965, serving mid-market clients across tax planning, audit, estate planning, and virtual CFO services. The firm employs 201–500 people and operates primarily in the United States. Service areas include tax compliance, family wealth and estate planning, audit and advisory, employee benefit plan audits, and technology consulting. Current operational priorities include transitioning clients to cloud platforms, improving credentialing and delegation workflows, and tightening turnaround times for compliance deliverables.
Anders uses CaseWare, CCH Axcess, QuickBooks Online, and Bill.com as core accounting and tax tools, alongside Microsoft Office and SharePoint for collaboration and document management.
Active projects include cloud platform migration for clients, credentialing workflow automation, accounts receivable management, payroll compliance optimization, and audit defense processes.
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