Insights

Niche Audit Focus Small to mid-size Houston clients requiring rigorous audit, review and assurance services represent a core addressable market for Robertson & Robertson, with potential upsell opportunities in employee benefit plan audits and SSAE 16/SSAE-type reporting.

SBP Growth Potential Revenue range indicates a lean firm with room to scale service lines and staffing. Target mid-market organizations looking for scalable, cost-effective audit and assurance solutions could drive revenue expansion and cross-sell of accounting and reporting services.

Tech Enabled Adoption of cloud and security oriented tech stack (AWS, Microsoft 365, iCIMS) suggests readiness to support clients with dynamic compliance needs and data security requirements; leverage these capabilities to win engagements requiring robust IT controls and SOC reporting.

Competitor Positioning From comparable firms listed, Robertson & Robertson can position itself as a specialized, high-touch alternative to large firms, appealing to not-for-profit and closely-held entities seeking personalized service with Big 4 experience at a competitive price point.

Key Decision Triggers Target organizations in Houston with upcoming audit, SSAE 18/SSAE 16, or employee benefit plan audit cycles; align outreach around regulatory deadlines, governance improvements, and risk management needs to prompt timely engagements.

Similar companies to Robertson & Robertson, PLLC

Robertson & Robertson, PLLC Tech Stack

Robertson & Robertson, PLLC uses 8 technology products and services including iCIMS, Amazon Web Services, Microsoft 365, and more. Explore Robertson & Robertson, PLLC's tech stack below.

Robertson & Robertson, PLLC's Email Address Formats

Robertson & Robertson, PLLC uses at least 1 email format:
Robertson & Robertson, PLLC Email FormatsExamplePercentage
FLast@cparobertson.comJDoe@cparobertson.com
100%

Frequently Asked Questions

What is Robertson & Robertson, PLLC's phone number?

Minus sign iconPlus sign icon
You can contact Robertson & Robertson, PLLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Robertson & Robertson, PLLC's official website and social media links?

Minus sign iconPlus sign icon
Robertson & Robertson, PLLC's official website is cparobertson.com and has social profiles on LinkedIn.

How much revenue does Robertson & Robertson, PLLC generate?

Minus sign iconPlus sign icon
As of September 2026, Robertson & Robertson, PLLC's annual revenue is estimated to be $1M - $10M.

What is Robertson & Robertson, PLLC's SIC code and NAICS code?

Minus sign iconPlus sign icon
Robertson & Robertson, PLLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Robertson & Robertson, PLLC have currently?

Minus sign iconPlus sign icon
As of September 2026, Robertson & Robertson, PLLC has approximately 9 employees across 1 continents, including North America. Key team members include Vice President Jes Tech: K. S. Explore Robertson & Robertson, PLLC's employee directory with LeadIQ.

What industry does Robertson & Robertson, PLLC belong to?

Minus sign iconPlus sign icon
Robertson & Robertson, PLLC operates in the Accounting industry.

What technology does Robertson & Robertson, PLLC use?

Minus sign iconPlus sign icon
Robertson & Robertson, PLLC's tech stack includes iCIMS, Amazon Web Services, Microsoft 365, jQuery Migrate, Java, HTTP/3, Piwik PRO Core and Apache HTTP Server.

What is Robertson & Robertson, PLLC's email format?

Minus sign iconPlus sign icon
Robertson & Robertson, PLLC's email format typically follows the pattern of FLast@cparobertson.com. Find more Robertson & Robertson, PLLC email formats with LeadIQ.

When was Robertson & Robertson, PLLC founded?

Minus sign iconPlus sign icon
Robertson & Robertson, PLLC was founded in 2007.
Robertson & Robertson, PLLC logo

Robertson & Robertson, PLLC

AccountingTexas, United States2-10 Employees

Robertson & Robertson, PLLC is a Houston-based accounting firm focused on providing audit, review and assurance services to a range of clients, including complex corporations, closely-held companies, and not-for-profit organizations. The firm emphasizes delivering cost-effective solutions that support organizational success through focused teamwork and a combination of Big 4-level public accounting, industry, and local practice experience. Its offerings include financial statement audits, employee benefit plan audits, service organization controls reporting (SSAE 16), financial reviews and other assurance, and accounting and reporting services. Positioned within the accounting industry as a specialized practice, the firm highlights its ability to address diverse client needs while maintaining a local presence in Houston. The company operates from Houston, Texas, and describes a collaborative, client-focused approach geared toward resource management and effective governance. A recent development noted is the firm’s emphasis on serving a broad client base through a compact, specialized team.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Robertson & Robertson, PLLC's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.