Full-service CPA Mid-sized accounting firm with a diversified service offering including CPA and wealth management, presenting opportunities to cross-sell financial planning, tax strategy, and advisory services to existing clients.

Growth oriented Company emphasizes growth and client relationship development, indicating a receptive mindset for scalable managed services, onboarding programs, and ongoing advisory packages that can expand annual revenue per client.

Tech stack leverage Adopts a modern technology stack (AWS, Google Cloud, Drupal/WordPress, Shopify, Google Ads, Microsoft 365) suggesting readiness for digital marketing, client portals, data integration, and scalable cloud-based workflows to improve service delivery.

Revenue range Current revenue is in the 1M to 10M range with 11-50 employees, indicating potential for cross-sell to mid-market clients, expanded payroll, audit, and wealth services as they scale.

Wealth management Explicit focus on wealth management alongside accounting opens doors for financial planning, investment advisory services, retirement planning, and client retention initiatives tied to holistic financial solutions.