Mid-market Accounting Target a Dallas-based mid-market CPA firm with revenue in the 25 to 50 million range and 11-50 employees for services such as accounting, assurance, consulting, and tax planning to expand client offerings and cross-sell advisory services.

Diverse Clientele Leverage the firm’s experience serving businesses, individuals, governments, and non-profits to position solutions across sectors, including nonprofit governance, government compliance, and private enterprises.

Technology Capability Offer integrated tech-enabled services and data analytics leveraging their current stack (WordPress, MySQL, Google Analytics) to enhance client reporting, dashboards, and digital engagement while proposing modernization or efficiency tools.

Growth Readiness With over six decades in business and revenue growth in the 25–50 million range, present scalable solutions such as modular advisory, outsourced finance functions, and process optimization to support potential expansion.

Strategic Partnerships Propose value-added partnerships around risk advisory, tax planning, and governance for clients in government and non-profit sectors, while offering differentiated service approaches to compete with larger firms.