Small Firm Advantage Rhodes Osiek Patyk & Company is a small CPA firm with 2-10 employees, offering personalized service throughout the year. This presents an opportunity to upsell scalable accounting, tax planning, and advisory services to grow alongside the firm as client needs expand.

Comprehensive Services The firm provides accounting, tax, auditing, payroll tax compliance, and business strategy and performance improvement. A cross-sell opportunity exists to package annual compliance with advisory services such as financial planning, estate planning, and change management for small to mid-market clients.

North Texas Presence Established in 1979 with a longstanding local footprint in North Texas, the firm can leverage local trust and referrals to broaden its client base, particularly among small businesses seeking regional expertise and personalized service.

Technology stack Utilizes MySQL, PHP, Google hosted libraries, Open Graph, JSON-LD, Google Sign-in and Cloudflare Bot Management. There is an opportunity to position modern tech-enabled audit and cybersecurity and data analytics services to clients who require secure, scalable financial systems.

Mid-market Growth Potential Reported revenue range of 10M-25M places the firm near mid-market advisory needs, including annual financial statement preparation, audits, limited reviews and business performance improvement. Target expanding firms seeking outsourced finance, internal controls, and growth strategy support.