Acquisition history Slater Moffat Associates was acquired by Sensiba San Filippo in 2017, suggesting potential cross-sell opportunities with an established buyer network and integration capabilities for tax, forensic accounting, and consulting services.

Small firm, broad need With 2-10 employees and a focus on tax return preparation, forensic accounting, business consulting, and cost segregation, there is potential for scalable outsourced services, cloud-based payroll, audit support, and advisory packages tailored to small firms.

Revenue potential Estimated revenue range of 1M–10M indicates moderate scale; opportunities exist to offer efficiency solutions, practice management tools, and targeted advisory services that can drive margin improvement and incremental recurring revenue.

Technology stack Current tech stack includes Lua, OpenResty, and Nginx, revealing a capability for custom workflow automation and secure client portals; sales opportunities could focus on modernization projects, data integration, and cybersecurity enhancements.

Market positioning Operating in Fresno with peers ranging from regional CPA firms to global networks; there is room to position as a cost-effective, responsive regional partner for mid-market tax and forensic services and to pursue affiliations or co-location with larger firms for mutual referrals.