Stable Local Firm Jacksonville-based CPA firm with 11-50 employees and 48 years in business presents a stable mid-market audience ripe for non-audit services such as technology consulting, advisory, and outsourced accounting for privately held companies.

Growth Revenue Revenue range of 25M to 50M indicates a solid mid-market client base with potential needs in complex tax planning, audit readiness, and scalable financial systems that can support growth and compliance.

Full-Service Offerings Current services include accounting, audit, tax, technology consulting, and advisory, suggesting opportunities to cross-sell cloud-based ERP/TAM solutions, cybersecurity controls, and data analytics to enhance client operations.

Digital Presence Dependence on WordPress and other web technologies signals potential for partnerships around digital transformation, client portals, and remote collaboration tools to improve service delivery and client experience.

Regional Focus Serving Northeast Florida and nationwide clients provides an entry point for consulting on multi-state tax compliance, succession planning for family-owned businesses, and scalable practices that support remote work models.