Client Focused Alameda-based small CPA firm with a personal, client-first approach and free initial consultations. Opportunity to position as a cost-effective partner for SMBs seeking hands-on CPA support in the Bay Area.

SMB Expertise Experience serving small to mid-sized businesses across e-commerce, manufacturing, wholesaling, service, and retail. Potential upsell to expand services such as advisory, outsourced finance, and tax strategy for growing client segments.

Revenue Range Current revenue between one and ten million indicates room for growth services like scalable cloud-based accounting, payroll, and tax planning for expanding client portfolios.

Tech Stack Utilizes modern tools (iCIMS, Calendly, WordPress, Google Workspace, OneTrust, HighLevel, Piwik PRO) suggesting readiness for digital onboarding, client portals, automation, and data-driven advisory; cross-sell related fintech and workflow integrations.

Local Footprint Primarily serves Oakland, San Leandro, Berkeley, Hayward, and Alameda with a Bay Area focus. Opportunity to expand geographic reach or deepen relationships with non-profits and local businesses needing compliant, reliable accounting and tax services.