Client services Richmond-based CPA firm offering a full range of accounting, financial and business development services, with a focus on prompt, personal client attention which can be leveraged to cross-sell advisory, wealth management, and strategic planning services to existing clients.

Growth potential Revenue range of 10M-25M and a mid-market client base suggests opportunities to expand services such as outsourced CFO, financial analytics, and growth consulting to scale client operations and increase wallet share.

Tech stack Utilizes cloud and web platforms (AWS, Azure, Snowplow, WordPress, Squarespace, Duda) which indicates readiness for digital transformation projects, data analytics offerings, and secure financial tooling for clients.

Regulatory & compliance Securities and advisory services are offered through affiliated entities, signaling potential for bundled financial services, fiduciary consulting, and compliance management opportunities for clients seeking integrated solutions.

Market positioning Small to mid-sized firm with strong client relationships in a competitive Virginia market; target opportunities include partnerships or white-label services with larger regional firms, and expansion into wealth advisory, compliance, and technology-enabled accounting solutions to attract mid-market clients.