Concierge CPA Position the firm as a high-touch, advisory CPA partner serving mid-market clients with a focus on tax planning, accounting, and financial strategy to drive growth and compliance efficiency.

Growth Potential Target mid-size businesses in Colleyville and Southlake areas leveraging the recent move to a new office and a scalable 11-50 employee footprint to expand services like tax planning, outsourced accounting, and advisory.

Tech Stack Highlight readiness to modernize client operations using a lightweight tech stack (PHP, Cloudflare, Fastly) to offer secure, fast accounting portals, automated reporting, and data-driven tax planning.

Revenue Insight With annual revenue in the 10M–25M range, pursue opportunities for enhanced tax optimization, R&D credits, ASC 606 advisory, and profitability improvements through cost segregation and cloud-based accounting.

Leadership Continuity Leverage the transition under new managing partners to offer change-management and onboarding services for firms seeking seamless partner transitions, process improvements, and client communication enhancements.