Growing mid-market firm Gerety & Associates CPAs is a mid-sized accounting practice with 11-50 employees and annual revenue in the 25 to 50 million range, presenting a target profile for growth-oriented tax, accounting, and advisory services.

Estate and tax focus The firm emphasizes income and estate tax planning and asset protection, signaling opportunities to upsell advanced tax strategy, succession planning, and wealth management services for closely held businesses and owners.

Longstanding relationships With over 34 years in operation and a culture centered on work‑life balance and professional development, there is potential to expand services through cross-selling to existing clients and leveraging referrals from a stable client base.

Tech modernization Adopters of cloud and analytics tools (AWS, Matomo, Piwik PRO, Microsoft 365) indicate openness to technology-enabled services, suggesting opportunities for outsourced CFO, cloud accounting, cybersecurity, and data analytics offerings.

Competitive landscape fit As a smaller firm compared to large players like Deloitte or KPMG, there is room to position as a cost-effective, personalized alternative for mid-market businesses seeking scalable advisory, tax, and compliance solutions.