Established Market Presence Atherton & Associates, LLP is a well-established accounting firm with nearly a century of history and a strong local presence in the San Joaquin Valley, serving over 3,500 clients, which indicates a stable and loyal customer base.
Comprehensive Service Offering The firm provides a full range of accounting services including Tax, Assurance, Client Accounting, and Consulting, suggesting opportunities for cross-selling or expanding service packages to existing clients.
Moderate Revenue Scale With annual revenues estimated between $25 million and $50 million and growth potential, there may be opportunities to introduce additional technology solutions or advisory services to increase profitability.
Leveraging Technology Tools Current tech stack features popular accounting and analytics tools such as QuickBooks, Google Analytics, and open-source technologies, offering avenues to enhance digital transformation initiatives or integrate new financial software.
Industry Positioning As one of the largest regional firms in the competitive San Joaquin Valley, Atherton & Associates presents a promising target for enterprise-level solutions, strategic partnerships, or scalable consulting offerings to support growth and operational efficiency.