Family Firm Trust Target mid-sized professional services firms in San Antonio and Texas with a family-owned culture, highlighting personalized client relationships and longstanding local expertise as a differentiator to open conversations about tailored accounting and advisory services.

Growth Readiness With revenue between 10M and 25M and a team of 11-50, Gilliam & Associates appears positioned for scalable services such as outsourced accounting, tax planning, and advisory, presenting opportunities for add-on services to support profitability and expansion.

Tech Stack Fit Leverage the firm’s existing tech footprint (WordPress, Yoast SEO, Laravel, Nginx, Foundation) to propose digital modernization, cybersecurity, and compliance enhancements for clients seeking robust, secure, and visible online operations.

Local Expertise Emphasize regional market knowledge and personal referrals to pursue relationships with nearby SMBs, startups, and professional services firms that value responsive, relationship-based accounting and advisory support.

Industry Positioning Position Gilliam & Associates as a regional alternative to large firms for mid-market accounting needs, offering competitive pricing, flexible service levels, and a focus on long-term client partnerships to win both new clients and additional advisory revenue.