Mid-Atlantic CPA Source One Business Services is a mid-Atlantic full-service CPA and advisory firm with a multi-disciplinary approach across audit, tax and consulting, presenting cross-sell opportunities for bundled services to privately owned construction, industrial and service clients.

Growth Footprint Established in 1986 and currently serving from Ellicott City, MD, the firm has an experienced base and regional reach that can be leveraged to expand into nearby markets with additional advisory, IT services and financial solutions.

Tech Stack Utilizes a mix of traditional and web technologies (MySQL, RSS, Google Tag Manager, WP Fastest Cache, Microsoft IIS/Apache) which suggests potential for IT audits, cybersecurity, system optimization, data management, and automation-led value-add services for clients.

Revenue Range With annual revenue in the 25 to 50 million range and a 11-50 employee profile, there is capacity for scalable advisory engagements, cloud-based finance/ERP implementations, and outsourced finance or IT services for growing client accounts.

Industry Focus Serving privately owned construction, industrial and service sectors creates opportunities to tailor risk, tax, and operational improvements, as well as digital transformation and IT-enabled processes that address sector-specific pain points.