Boutique with Big Experience Small, focused CPA and consulting firm in the Greater Houston Area with over 20 years of combined experience from top firms. Opportunities to position as a high-value partner to mid-market clients seeking Fortune 500-level services.

CFA FRM Advantage Unique credential mix (CFA and FRM holders) among Southeast Texas firms. Potential to upsell financial risk management, investment analytics, and regulatory compliance services to clients needing advanced finance oversight.

Service Scope Positioning Full-service accounting and consulting offering with a forward-looking, advisory focus. Cross-sell opportunities into corporate finance, risk assessment, and strategic planning for growing Houston-area businesses.

Tech Modernization Technology stack includes Microsoft 365, Google Cloud, and common web servers. Leverage for cloud-based accounting, data security enhancements, and scalable collaboration tools to attract clients prioritizing modern IT ecosystems.

Growth Readiness Revenue under $1M with aspiration to scale. Target mid-market companies that outgrow typical CPA firms, offering outsourced CFO, financial modeling, and process optimization to support rapid growth and attract larger engagements.