Market Position Mid-sized regional CPA firm with a multi-decade track record and a diversified service lineup across bookkeeping, audit, tax, consulting, and specialized sectors. Potential sales angle: emphasize scalable services for growing client bases in construction, real estate, retail, and professional services, plus niche areas like homeowner associations and community development districts.

Tech Enablement Uses Microsoft 365, suggesting readiness for cloud collaboration and modern workflow tooling. Sales opportunity: offer value-added tech integrations, cloud-based advisory packages, QuickBooks consulting, and data-driven insights to improve productivity and client reporting.

Revenue & Growth Reported revenue in the 10 to 25 million range with a staff size of 11 to 50 and offices in Hillsborough and Pinellas counties. Sales angle: position firm as a scalable partner for mid-market businesses seeking comprehensive accounting and advisory services with regional reach.

Industry Focus Experience across construction, manufacturing, real estate development and management, retail, distribution, professional services, and associations (HOAs, condo/co-op, community development districts). Opportunity: cross-sell bundled industry-specific solutions, including audits, tax planning, and governance support for associations.

Client Services Full-service offerings include mergers & acquisitions, litigation support, valuations, divorce services, and management advisory. Selling point: package advisory, M&A readiness, and forensic-like support to attract business owners contemplating growth, succession planning, or exit strategies.