Mid-market Growth Tampa-based accounting firm with 11-50 employees and annual revenue in the 10M-25M range presents a mid-market target with expanding advisory needs beyond traditional compliance, offering opportunities for upgraded tax advisory, business consulting, and outsourced finance services.

Diverse Clientele Serves a broad mix of clients including large and small corporations, family businesses, estates, trusts, and individuals across various industries, signaling cross-selling potential for specialized services such as agriculture, estate planning, and industry-specific compliance.

Specialized Services Current offerings include specialized agriculture services and system and engagement reviews under the AICPA Peer Review Program, creating a pathway to expand managed services, internal controls outsourcing, and assurance offerings for niche sectors.

Professional Networks Active memberships in AICPA, CAI, FLCPA, and local chambers suggest ripe opportunities through referral partnerships, joint marketing, and targeted outreach to associations and member businesses seeking trusted CPAs.

Digital Readiness Adoption of multiple tech tools (website, secure gateway, analytics, maps, and PHP-based platforms) indicates a foundation for digital client onboarding, online advisory portals, and automated processes to improve client experience and cross-sell capabilities.