Small firm, broad services Raposa Perry Young LLC is a small accounting firm with 2-10 employees offering a wide range of services including commercial and personal finance, accounting and auditing, tax compliance, estate planning, business valuation, succession planning, mergers and acquisitions, and litigation support, indicating opportunities to upsell advisory and fractional CFO services.

Hybrid technology stack The firm leverages cloud and analytics tools such as Amazon Web Services, Matomo, Piwik PRO Core, BootstrapCDN, Microsoft 365, and modern web technologies, suggesting receptivity to digital transformation projects, cybersecurity enhancements, data analytics, and client portal improvements.

Revenue signals With reported revenue in the 1 million to 10 million range, the firm operates at a scale suitable for targeted mid-market services, advisory packages, and scalable outsourcing arrangements, appealing to services that grow with revenue and complexity.

Industry positioning As a boutique accounting practice positioned against large firms, there is an opportunity to present competitive differentiation through personalized service, specialized compliance and valuation/litigation support, and productized advisory offerings to win mid-size clients who value agility.

Growth potential The breadth of services including M&A, succession planning, estate planning, and litigation support signals potential cross-sell opportunities to existing clients and a pathway to expand into recurring advisory revenue, financial planning, and outsourced accounting solutions.