High-net-worth Focus TBK CPA serves high-net-worth individuals and privately held companies across healthcare, real estate, oil and gas, professional services, and construction, indicating tailored tax and advisory opportunities for affluent clients and growing middle-market firms in Houston.

Growth via Acquisition Recent news indicates TBK CPA was acquired by Doeren Mayhew, signaling a consolidation move in the Houston market and potential cross-sell opportunities for Doeren Mayhew’s broader services to TBK’s client base.

Digital Tools Utilizes Microsoft 365 and related Microsoft tools, suggesting opportunities to offer enhanced cloud-based accounting, collaboration, workflow optimization, and security upgrades to improve efficiency for client teams.

Revenue Benchmark With annual revenue in the $10M-$25M range and a 11-50 employee base, TBK CPA fits mid-market profile for expanding outsourced bookkeeping, controllership, and specialized tax services to support scaling clients.

Local Expertise Houston-based one-office firm emphasizes personal service and timely delivery, presenting a sales angle for expanding into additional Houston-based or Texas-market clients seeking intimate, high-touch CPA relationships with scalable back-office support.