Small Firm Profile One-employee accounting firm with past merger history and a pattern of firm consolidation. Opportunity: target advisory services in onboarding, cloud hosting, and firm efficiency for solo practitioners or small multi-person practices.

Merged Brand Formerly combined with Sabala Associates to form Sabala, Harmon & Case CPAs, P.A. Potential cross-sell of services from legacy brands, plus marketing messaging that emphasizes stability, continuity, and expanded service scope.

Technology Stack Uses Microsoft 365 and GoDaddy; potential for adding modern practice management, client portal, cybersecurity, and cloud-based tax workflow tools to improve collaboration and data security for small practices.

Revenue Range Reported revenue in the low six figures range, indicating growth potential and a market for affordable, scalable back-office and advisory solutions tailored to small firms seeking efficiency gains.

Market Position Competes in the accounting services space with visibility to large firms via comparable peers; leverage this by offering scalable compliance, advisory, and technology modernization packages suitable for firms aiming to elevate from solo to small teams.