Boutique scale opportunity TBK CPA, PLLC is a local mid-sized Houston firm with 11-50 employees and revenue in the 10M-25M range. The growth and client mix including high-net-worth individuals and privately held companies across healthcare, real estate, oil and gas, professional services, and construction suggest opportunities to upsell tax planning, outsourced CFO, and industry-specific compliance services to maintain personal service at scale.

Acquisition runway Recent news indicates Doeren Mayhew & Co. acquired TBK CPA to strengthen its Houston footprint. This presents a potential window for cross-sell or retention strategies with TBK clients who may seek continuity of service, as well as opportunities to engage Doeren Mayhew’s broader capabilities for clients needing expanded services.

Tech optimization TBK currently relies on Microsoft 365 and GoDaddy. There is a sales opportunity to offer modern cloud-based accounting platforms, data analytics, security optimization, and client portal integrations to streamline client collaboration, improve efficiency, and differentiate TBK in a competitive market.

Value-driven financing With revenue between 10M and 25M and a client base of high-net-worth individuals and closely held companies, TBK could benefit from advisory services around tax strategy, succession planning, and real estate or oil-and-gas project financing, creating recurring advisory revenue outside traditional compliance work.

People-centric growth The firm’s emphasis on personal service with a coordinated team behind each client signals a good fit for bundled services and client education programs. This presents an opportunity to develop executive accounting concierge offerings, client workshops, and personalized onboarding to increase client retention and referenceable growth.