Growth-ready SMB Mid-market accounting firm with 11-50 employees and a revenue range of 10M-25M, indicating potential for scalable advisory services, cloud-based collaboration, and cybersecurity enhancements to support expanding client portfolios.

Tech stack leverage Current technologies include AWS, Microsoft 365, Matomo, Piwik PRO Core, and various front-end tools, suggesting opportunity to upsell data analytics, security hardening, cloud optimization, and managed IT services tailored to accounting workloads.

Founder pedigree Origins from Ernst & Young with Texas-licensed CPAs emphasize expertise in privately held and emerging businesses, presenting a sales angle for founder-led advisory, tax planning, and growth-stage financing or M&A support.

Local market focus Licensed in Friendswood, Texas, offering a gateway to geografically aligned business development, cross-sell of industry-specific services (e.g., GCC compliance, FAS wars), and targeted regional marketing partnerships.

Revenue growth targets With revenue in the 10M-25M band and a lean headcount, there is an opportunity to propose scalable profitability services, process automation, and client onboarding enhancements to accelerate client acquisition and retention.