Strong Regional Presence Burt & Company CPAs, LLC has established a solid presence in Albuquerque, New Mexico, with a reputation for quality service and a recent expansion through the acquisition of TaosCPA, signaling a growth-oriented mindset and potential for geographic expansion opportunities.

Diverse Service Portfolio Offering full-range accounting and consulting services, the firm caters to a broad client base, presenting opportunities to introduce specialized technological solutions or advisory services tailored to evolving client needs.

Technology Adoption Utilizing various tech tools like QuickBooks, Google Analytics, and Hotjar indicates openness to technology-driven processes, opening avenues for advanced accounting platforms, data analytics, or client engagement solutions.

Growth Potential With revenues between $10M and $25M and a team size of 11-50 employees, there is significant scope to support scalable service offerings, assist in digital transformation, and enable operational efficiencies as the firm expands.

Market Positioning As one of New Mexico's recognized top workplaces, Burt & Company CPAs, LLC has an attractive employer brand, presenting opportunities for talent acquisition and offering financial technology solutions aligned with their growth and employee development strategies.