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Insights

Healthcare specialization Target healthcare practices across Texas with bundled accounting, tax, and practice management services to address industry-specific challenges and regulatory requirements.

Growth opportunities Leverage the mid-market revenue range and advisory capabilities to upsell financial planning, investments, retirement planning, and practice transitions for growing healthcare providers.

Technology leverage Position as a modern CPA with integrated tech and secure collaboration via Zoho, Google Workspace, and Microsoft 365 to optimize client workflows and data management.

Digital presence Expand inbound opportunities by enhancing content and lead capture on the current website and Squarespace/WordPress platforms, emphasizing healthcare financial solutions.

Scalable partnerships Offer scalable services for multi-state healthcare groups and potential referrals with lenders and consulting, aligning accounting, tax, and lending brokerage capabilities.

Similar companies to Wallace Accounting and Advisory

Wallace Accounting and Advisory Tech Stack

Wallace Accounting and Advisory uses 8 technology products and services including UserWay, Squarespace, WordPress, and more. Explore Wallace Accounting and Advisory's tech stack below.

Wallace Accounting and Advisory's Email Address Formats

Wallace Accounting and Advisory uses at least 2 email formats:
Wallace Accounting and Advisory Email FormatsExamplePercentage
First@wallaceaa.comJohn@wallaceaa.com
70%
First.Last@wallaceaa.comJohn.Doe@wallaceaa.com
30%

Frequently Asked Questions

What is Wallace Accounting and Advisory's official website and social media links?

Minus sign iconPlus sign iconWallace Accounting and Advisory's official website is wallaceaa.com and has social profiles on LinkedIn.

How much revenue does Wallace Accounting and Advisory generate?

Minus sign iconPlus sign icon As of August 2026, Wallace Accounting and Advisory's annual revenue is estimated to be $1M - $10M.

What is Wallace Accounting and Advisory's SIC code and NAICS code?

Minus sign iconPlus sign iconWallace Accounting and Advisory'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 Wallace Accounting and Advisory have currently?

Minus sign iconPlus sign iconAs of August 2026, Wallace Accounting and Advisory has approximately 13 employees across 1 continents, including North America. Key team members include Founding Partner: R. W., Owner: C. W. and Call Center Representative: P. L. Explore Wallace Accounting and Advisory's employee directory with LeadIQ.

What industry does Wallace Accounting and Advisory belong to?

Minus sign iconPlus sign iconWallace Accounting and Advisory operates in the Accounting industry.

What technology does Wallace Accounting and Advisory use?

Minus sign iconPlus sign iconWallace Accounting and Advisory's tech stack includes UserWay, Squarespace, WordPress, Zoho, Squarespace Commerce, Google Workspace, Microsoft 365 and GoDaddy.

What is Wallace Accounting and Advisory's email format?

Minus sign iconPlus sign iconWallace Accounting and Advisory's email format typically follows the pattern of First@wallaceaa.com. Find more Wallace Accounting and Advisory email formats with LeadIQ.

When was Wallace Accounting and Advisory founded?

Minus sign iconPlus sign iconWallace Accounting and Advisory was founded in 2014.
Wallace Accounting and Advisory logo

Wallace Accounting and Advisory

AccountingTexas, United States11-50 Employees

Wallace Accounting and Advisory is a full-service CPA firm based in Denton, Texas, serving clients across the state. The firm specializes in healthcare-focused accounting and tax services while offering a range of additional financial services, including investments, retirement planning, practice transitions, commercial lending brokerage, and business consulting. Its work centers on understanding the financial and day-to-day needs of healthcare professionals, addressing both top-level business goals and everyday challenges to help clients reduce costs and increase revenue. Positioned within the accounting industry, the firm emphasizes a comprehensive approach to financial management for healthcare practices and related business needs. The company operates with a regional footprint and focuses on delivering professional advisory services to professionals and practices in Texas.

Section iconCompany Overview

Website
wallaceaa.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Wallace Accounting and Advisory's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Founding Partner at Wallace Accounting and Advisory
    R. W.
    Founding Partner
    Mobile Phone
  • Owner at Wallace Accounting and Advisory
    C. W.
    Owner
    Mobile Phone
  • Call Center Representative at Wallace Accounting and Advisory
    P. L.
    Call Center Representative
    Mobile Phone

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