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Insights

Healthcare Specialization Wallace Accounting and Advisory's focus on healthcare clients positions them as a key partner for medical practices, clinics, and health professionals seeking tailored financial and tax services. This specialization indicates potential for cross-selling services like investment management and practice transitions.

Regional Presence Operating across Texas with a dedicated team of 11-50 employees suggests opportunities to expand service offerings within local healthcare markets, especially by leveraging their reputation for understanding healthcare industry challenges.

Technology Utilization Their use of advanced tech tools such as Google Tag Manager, JSON-LD, and Squarespace Commerce highlights a modern approach to digital engagement, which can be sharpened to attract tech-savvy healthcare professionals and practices seeking streamlined financial solutions.

Mid-Market Focus With revenue ranging from one to ten million dollars, Wallace appeals to small and medium-sized healthcare practices, presenting opportunities to upsell more comprehensive advisory services and scalable financial products tailored to growing practices.

Competitive Edge Their niche expertise in healthcare and personalized approach distinguish Wallace from larger firms, making them an attractive partner for practitioners looking for specialized, attentive financial guidance, especially as healthcare industry regulation and complexity increase.

Wallace Accounting and Advisory Tech Stack

Wallace Accounting and Advisory uses 8 technology products and services including oEmbed, Squarespace Commerce, JSON-LD, and more. Explore Wallace Accounting and Advisory's tech stack below.

  • oEmbed
    Dev Tools
  • Squarespace Commerce
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • Stimulus
    Javascript Frameworks
  • Priority Hints
    Performance
  • Google Tag Manager
    Tag Management
  • Adobe Fonts
    Web Fonts
  • LiteSpeed
    Web Servers

Media & News

Wallace Accounting and Advisory's Email Address Formats

Wallace Accounting and Advisory uses at least 1 format(s):
Wallace Accounting and Advisory Email FormatsExamplePercentage
First@wallaceaa.comJohn@wallaceaa.com
35%
First.Last@wallaceaa.comJohn.Doe@wallaceaa.com
15%
First@wallaceaa.comJohn@wallaceaa.com
35%
First.Last@wallaceaa.comJohn.Doe@wallaceaa.com
15%

Frequently Asked Questions

Where is Wallace Accounting and Advisory's headquarters located?

Minus sign iconPlus sign iconWallace Accounting and Advisory's main headquarters is located at 121 West Hickory Streetn, Suite 101. The company has employees across 1 continents, including North America.

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.

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

Minus sign iconPlus sign iconWallace Accounting and Advisory's SIC code is 8742 - Management Consulting Services 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 December 2025, Wallace Accounting and Advisory has approximately 11 employees across 1 continents, including North America. Key team members include Founding Partner: R. W.Owner: C. W.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 oEmbedSquarespace CommerceJSON-LDStimulusPriority HintsGoogle Tag ManagerAdobe FontsLiteSpeed.

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

AccountingTexas, United States11-50 Employees

Wallace Accounting and Advisory is a full service CPA firm with clients across the state of Texas. We focus on providing healthcare focused accounting and tax services as well as a host of other financial services such as investments, retirement planning, practice transitions, commercial lending brokerage, and business consulting. 

Our team of experts have extensive experience working in the healthcare field and understand the specific needs and challenges that healthcare professionals face. We work to address those needs from the top level financial and business goals of the owner(s) to the ground level, day to day challenges they face. 

We are eager to work with you to help you cut costs, increase revenue, and improve your quality of life.

Section iconCompany Overview

Headquarters
121 West Hickory Streetn, Suite 101
Website
wallaceaa.com
SIC Code
8742 - Management Consulting Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

Company Leadership

  • Stylized image of a person
    R. W.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. L.
    Call Center Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. E.
    English Second Language Teacher
    Phone icon
    Mobile Phone

Employee Directory

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