Wolf & Company

Wolf & Company

National CPA and business consulting firm

Overview

Wolf & Company P.C. is a national CPA and business consulting firm that offers a broad set of services tailored to different industries, including assurance, tax, risk management, and business consulting, along with its WolfPAC Integrated Risk Management service. Its product work is delivered through a team of dedicated professionals who engage with clients to understand their industry needs, assess risks, plan, implement, and continuously monitor solutions. This company differentiates itself by combining a national-level service offering with a regional, relationship-focused approach, long history dating back to 1911, and deep partner involvement to provide customized solutions. Its goal is to help clients achieve lasting success by serving as a trusted partner and expert, building strong, lasting relationships.

About Wolf & Company

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Industries

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1911

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Benefits

Flexible Work Hours

Remote Work Options

Company News

Swag.com
Aug 12th, 2026
How Wolf & Company celebrates 450+ employees with Swag.com.

How Wolf & Company celebrates 450+ employees with Swag.com. Customer: Wolf & Company, P.C. Industry: Accounting & Advisory Services Company Size: 450+ employees across the U.S. and Philippines The Challenge: Create a meaningful employee experience that celebrates employees throughout their entire journey - from onboarding and career milestones to personal moments - while reducing the operational burden of managing inventory, fulfillment, and shipping. The Solution: Wolf & Company partnered with Swag.com to create a flexible employee gifting program powered by premium branded merchandise, custom packaging, fulfillment, and storage capabilities. Partnership overview. For more than a century, Wolf & Company has been a relationship-first accounting firm. As they grew to more than 450 employees, the company wanted to create stronger connections between employees and the Wolf brand. The firm transformed swag from simple promotional merchandise into an employee experience strategy - using Swag.com to power onboarding kits, employee recognition rewards, new parent gifts, and retirement boxes. With Swag.com handling storage, fulfillment, and global shipping, Wolf & Company improves company culture while saving their team significant time and operational effort. Key results / impact highlights. 450+ employees supported A scalable swag program serving employees across the U.S. and internationally. Full employee lifecycle engagement Swag supports moments from day one onboarding through retirement. Reduced operational workload No more manually storing, packing, and shipping employee gifts. Improved employee experience Premium, branded merchandise and personalized gifts help employees feel connected to Wolf's culture. Building more meaningful employee connections. As Wolf & Company expanded, the team wanted to create more opportunities to recognize employees and reinforce company culture. Traditional swag programs often focus on one-time giveaways, but Wolf & Company saw an opportunity to make branded merchandise part of the employee journey. The team needed a solution that could help them: * Create memorable first impressions for new hires * Celebrate important employee milestones * Offer high-quality products employees select themselves * Support a distributed workforce across multiple locations * Eliminate the logistics of storing and shipping merchandise internally "We want to make sure employees are being recognized for special moments and that they know we're celebrating their progression in their career and life," says Michiko Araki, event project manager. Gifting built around employee experience. Wolf & Company partnered with Swag.com to create a gifting program that supports employees throughout their entire lifecycle. Every new employee receives a branded welcome kit designed to help them feel connected from day one, which typically includes the following: * Branded backpack * Premium fleece * Water bottle * Notebook * Personalized welcome note Custom packaging elevates the experience, including branded blue boxes featuring Wolf & Company's logo and customized interior wrapping. "It makes it extra special. It feels like receiving something from the company rather than just getting promotional items," Michiko says. Recognizing employees throughout their career journey. Wolf & Company also uses Swag.com to celebrate meaningful employee moments beyond onboarding, including: New parent gifts. Employees receive thoughtful gifts like: * Baby onesies * Blankets Employees often share photos of their children wearing Wolf & Company branded items, creating additional moments of connection across teams. Retirement gifts. Wolf celebrates employees at the end of their careers with premium gifts such as: * Peter Millar golf polos * Smart water bottles * JBL speakers Holiday & appreciation gifts. Seasonal gift boxes help employees feel valued throughout the year. Empowering employees through choice. Wolf also uses swag to support employee recognition programs. Employees earn points for doing good work through an internal recognition platform, and they can redeem those points for items from the Swag.com catalog. Instead of receiving generic gifts they may or may not use, employees can choose merchandise they actually want and need to reduce waste. "We've been able to let employees select items they feel are more meaningful, and it's been a really good experience for them," Michiko says. Simplified global distribution. When Wolf & Company opened a large office in the Philippines, Michiko says they needed a partner adept at international fulfillment to support those employees. Swag.com allows the firm to ship gifts globally without managing complicated shipping processes themselves. "We can just ship swag boxes to the Philippines now and don't have to worry about handling all of the overseas logistics," Michiko says. With Swag.com handling the logistics behind the scenes, the Wolf & Company team can focus on what matters most: building a workplace where employees feel valued and connected. Watch Michiko's video testimonial:

Business Wire
Jun 9th, 2026
Wolf & Company launches transaction advisory practice for middle market, appoints Phillip Whitaker as principal

Wolf & Company has launched a dedicated Transaction Advisory Services practice for middle-market companies, private equity sponsors and investors, appointing Phillip Whitaker as Principal and Lead. The move follows repeated demand from legacy clients for such services. Whitaker joins after 13 years at RSM's Transaction Advisory practice, where he provided financial due diligence, quality of earnings analysis and M&A support. The new practice will offer financial due diligence and transaction support alongside Wolf & Company's broader advisory capabilities. The announcement follows Wolf & Company's acquisition of The Kafafian Group earlier this year and the appointment of Nelson Obando to lead its artificial intelligence practice in May. The 115-year-old firm is a top 100 national advisory, assurance and tax firm serving multiple industries.

Associated Press
May 5th, 2026
Wolf & Company launches AI practice led by Nelson Obando to guide firms on governance and risk

Wolf & Company, a US accounting and advisory firm, has appointed Nelson Obando to lead its new Artificial Intelligence Practice, focusing on AI strategy, governance, enablement and risk management for clients in highly regulated industries. The practice addresses growing demand for responsible AI adoption. A recent Wolf & Company survey found 100% of financial institutions are exploring or investing in AI in 2026, with 40% prioritising AI strategy development. Governance and risk controls remain key considerations. Obando brings experience from Dell Technologies, Hitachi Vantara and Capital One, where he designed enterprise technology and AI solutions. The practice offers services both virtually and on-site, helping organisations progress from AI exploration to responsible scaling with governance-first approaches. Wolf & Company has operated for 115 years as a top 100 national advisory firm.

TMX Newsfile
Apr 7th, 2026
Wolf & Company, P.C. to sponsor Centri Capital Conference on April 14.

Wolf & Company, P.C. to sponsor Centri Capital Conference on April 14. April 07, 2026 9:00 AM EDT | Source: Centri Boston, Massachusetts-(Newsfile Corp. - April 7, 2026) - Wolf & Company, P.C., a nationally recognized accounting and advisory firm, is a proud Bronze sponsor of the Centri Capital Conference taking place on Tuesday, April 14, at Nasdaq in New York City. The Centri Capital Conference will gather attendees from across the capital markets ecosystem and investment community, including investment bankers, private equity investors, family offices, and high-net-worth individuals. The highly anticipated conference will feature company presentations and fireside chats, facilitated investor 1:1 meetings, and panel discussions featuring insights from thought leaders in the capital markets space. Wolf & Company, P.C. joins a prestigious list of sponsors including Morgan Stanley, DFIN, Chardan, Gusto, CBIZ, ICR and The Money Channel. The Centri Capital Conference will also welcome a diverse lineup of exciting and disruptive presenting companies like Grayscale, Orchestra BioMed, CoinShares, ReserveOne, MVB Financial and many others. "The success of the Centri Capital Conference is made possible by the support of our dedicated sponsors from across the capital markets ecosystem," says Michael Aiello, CEO & Managing Partner of Centri. "We are grateful for their partnership as we come together to shape the future of capital markets." Companies and investors interested in presenting, attending, or sponsoring the Centri Capital Conference can learn more here: www.CentriConsulting.com/capital-conference. About Wolf & Company, P.C. Wolf & Company, P.C. is a top 100 national advisory, assurance, and tax firm with several industry-focused practices. For 115 years, the firm has guided clients through complex regulatory landscapes and economic changes. With a foundation built on integrity and deep industry expertise, Wolf & Company provides tailored solutions designed to help clients confidently navigate what's next. Learn more at www.wolfandco.com. About Centri Business Consulting, LLC Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. For additional Information, please contact: Ready to announce with confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Wolf & Company, P.C.
Mar 10th, 2026
Wolf & Company ranked as one of the Top 100 Firms by Accounting Today.

Wolf & Company ranked as one of the Top 100 Firms by Accounting Today. Boston-based firm reinforces its standing as one of the country's premier accounting and advisory firms BOSTON, MA - Wolf & Company, P.C., a nationally recognized accounting and consulting firm, today announced it has once again been named to Accounting Today's 2026 Top 100 Firms list - one of the most respected rankings in the accounting profession. The firm was recognized at 71st place nationwide, as well as 2nd on the New England Regional Leaders list, reinforcing its status among the most prominent independent firms in the country. The recognition reflects Wolf & Company's strong momentum across practice specialties, which include fintech, cybersecurity, and artificial intelligence. With three offices, 49 partners, and 425 total employees, the firm continues to grow its footprint and deepen its client relationships across key sectors. "This recognition is a testament to the dedication of our entire team and the trust our clients place in us every day," said Gerald R. Gagne, CEO and President of Wolf & Company. "The industries we serve are navigating real complexity right now, and our job is to give them clarity and confidence in the middle of that. We remain committed to delivering real value to our clients - whether through assurance, tax, advisory, or our integrated risk management solutions." Accounting Today's annual Top 100 Firms report is widely regarded as the definitive benchmark for the accounting industry, measuring firms by revenue, growth, headcount, and service breadth. Wolf & Company's placement at #71 nationally puts it in elite company among thousands of U.S. accounting practices. Founded in 1911, Wolf & Company has built more than a century of expertise serving clients across financial services, healthcare, technology, and more. The firm's growth reflects a deliberate strategy of organic expansion across practices, talent investment, and an unwavering focus on client service. About Wolf & Company, P.C. Wolf & Company, P.C. is a top 100 national advisory, assurance, and tax firm with several industry-focused practices. For 115 years, the firm has guided clients through complex regulatory landscapes and economic changes. With a foundation built on integrity and deep industry expertise, Wolf & Company provides tailored solutions designed to help clients confidently navigate what's next. Learn more at www.wolfandco.com.

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