Boutique scale Mid-sized boutique CPA firm with 11-50 employees and revenues in the 1M-10M range presents an opportunity to upsell premium advisory, tax planning, and compliance services to growing entrepreneurs and SMBs in Texas and Puerto Rico.

Top-tier positioning Ranks in the top 1% of performing firms nationwide, which can be leveraged to open conversations about expanding service footprints, cross-selling advanced tax strategy, wealth management, and audit support to current clients or from referral networks.

Geographic access Dual offices in Austin and San Juan create cross-market penetration in Texas and Puerto Rico, suggesting sales plays around multi-jurisdictional tax planning, payroll, and accounting outsourcing for clients with operations or ambitions across those regions.

Tech-enabled operations Technology stack including AWS, Drupal, Webflow and Microsoft 365 indicates modern, scalable processes suitable for offering cloud-based accounting, outsourced controller services, data security assessments, and digital workflow optimization.

Experienced team CPAs and IRS-licensed Enrolled Agents with diverse tax and advisory expertise present opportunities for specialized services such as tax litigation support, international tax planning, and complex compliance projects for growth-stage firms and high-net-worth individuals.