Mid-market footprint Target Holthouse Carlin & Van Trigt Fort Worth as a regional mid-sized accounting firm with 11-50 employees and annual revenue between 1M and 10M, focusing on expanding services that cater to local businesses and growing firms in Texas.

Growth potential Leverage their established local presence to upsell advisory services such as cloud-based accounting, CFO/controller outsourcing, and outsourced payroll to small and medium enterprises seeking scalable finance functions.

Tech adoption Assess opportunities to introduce modern automation, data analytics, and cybersecurity solutions that complement their accounting offerings, given the emphasis on a professional services firm in a competitive market.

Value emphasis Position value-based pricing and bundled solutions for ongoing compliance, tax planning, and financial forecasting to improve client retention and expand wallet share within existing clients.

Benchmarking leverage Use proximity to larger national firms as a case for cost-effective outsourcing options, scalability projects, and special projects where boutique firms can deliver personalized service with competitive pricing.