Growth and scale Mid-sized CPA firm with substantial revenue (10M-25M) and a diverse service line spanning corporate taxation, personal taxes, audits (including single and nonprofit), valuations, and financial statements, indicating opportunities to upsell advisory and outsourced accounting services to growing clients.
Tech-enabled delivery Active use of robust cloud and marketing tech stack (Google Workspace, Google Cloud, WordPress, Shopify, Google Ads, Google Search Console) suggests a client focus that appreciates digital efficiency; position offerings around modernized compliance, cloud-based collaboration, and scalable audit/assurance solutions.
Niche audit expertise Specialization in audits for nonprofits and complex entities presents a recurring revenue opportunity by targeting nonprofits, government contractors, and entities requiring single audits, along with valuation and financial statement services for governance and donors.
Growth targets Revenue scale places Rojas & Associates in a tier where targeted business development can pursue deeper relationships with mid-market and larger clients in need of integrated tax, audit, and advisory capabilities, potentially expanding to multi-year retained services.
Competitive positioning Competitive landscape includes larger regional firms; emphasize personalized service, depth in complex tax and nonprofit audits, and technology-enabled delivery to differentiate and win mid-sized clients seeking value and responsiveness.