Personalized Services Liptz, Roberts and Marquez Chartered offers highly personalized and specialized accounting services to niche industries such as real estate and medical practices, presenting opportunities to upsell industry-specific financial solutions and advisory services.

Growth Potential With a revenue range of 10 to 25 million dollars and a small team of up to 50 employees, the firm is positioned for scalable growth, making it a prime target for service offerings related to expanding business management, cloud-based accounting solutions, and advanced financial planning tools.

Tech Stack Use Leveraging modern cloud and web technologies like Microsoft Azure, Bootstrap, and Google services indicates openness to digital transformation, opening doors for software integration, cybersecurity solutions, and automation services tailored to accounting firms.

Market Positioning Compared to large firms like EY and Deloitte, this firm’s size offers a competitive advantage in personalized client service, creating opportunities to promote bespoke technology integrations, premium advisory, and client engagement platforms to attract new clients.

Industry Trends The firm’s extensive service offerings, including tax planning, estate planning, and business consulting, align with current market trends emphasizing comprehensive financial management and compliance, indicating potential for cross-selling financial advisory and consulting services to existing clients.