Market
CPA
Member Level
Basic
Last Activity
6 months or more
General
Location
Houston, TX, US
Profile Type
Merge | Join A Practice
Gross Revenue
N/A
Credentials
Investment Planning
Services
Retirement Planniing
Percent Individual
N/A
Percent Corporate
N/A
% Retainer/Recurring Rev
N/A
% Rev From Tax Return
N/A
Operating Expenses
EBITDA
Overview

I would like to find a CPA practice to merge or partner with. The company I work for is a financial planner and wealth management company. We can add great value to a CPA practice and bring years of experience working with CPA clients to help their clients with investment and retirement planning.

Specializations and Concentrations

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Technology Solutions

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CRM System

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