Independent CPA network Sharkansky LLP sits as an independent CPA firm with access to the BDO Seidman Alliance, presenting a growth path for cross-border and alliance-driven advisory services that can be pitched to clients needing scalable tax and audit support beyond a small firm.

Private business focus Specializing in privately held businesses across tax, accounting, audit, and advisory, there is a clear opportunity to upsell ongoing advisory packages, strategic planning, and year-round business optimization services to existing clients seeking proactive insight.

Small firm, big capability Combine personalized service with access to larger-firm capabilities to position fit-for-purpose solutions for mid-market companies that require hands-on attention plus sophisticated compliance and advisory resources.

Growing revenue potential With reported revenue in the mid seven-figure range and a 11-50 employee base, there is a scalable opportunity to expand services for mid-sized privately held firms, including outsourced CFO, tax strategy, and merger/acquisition support.

Digital presence leverage Current tech stack includes WordPress, WooCommerce, Google Analytics, and analytics-driven marketing tools; leverage ongoing digital marketing, content, and thought leadership to attract clients in need of modern, tech-enabled accounting and advisory services.