Potentia Advisors

Accounting for Legal Practices · Texas, United States · 1-10 Employees

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Overview

Headquarters

5 Tall Trl, Missouri City, Texas, 77459,...

Phone Number

(832) 573-7657

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1
1
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About Potentia Advisors

Potentia Advisors is a CPA firm that specializes in bookkeeping, tax strategies, advisory services, and M&A consulting for CPA firms. They focus on providing actionable financial insights and trusted guidance to small and medium businesses, particularly in the franchise, salon, and restaurant industries. Since 2017, they have been dedicated to helping clients navigate financial challenges and uncover growth opportunities. Their services include accounting and payroll outsourcing, tax optimization, and specialized consulting for CPA firms looking to merge or transact with private equity.Explore more
Potentia Advisors's Social MediaPopular SearchesPotentia Advisors LLCPotentia AdvisorsPotentia LLCSIC Code 87,872NAICS Code 54,541Show more

Potentia Advisors Org Chart

PhoneEmail
LP
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Store Manager

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PhoneEmail
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KC
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Tax & Advisory Associate

PhoneEmail
AM
United States flag for contact location.

Managing Partner

PhoneEmail
AM
United States flag for contact location.

Financial Advisor

PhoneEmail
CB
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Independent Tax Advisor

PhoneEmail
JM
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Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Potentia Advisors

<$5M
1-10
Private
-
2019
LP
Lucia PereiraStore Manager
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
<$5M
2012
N/A
<$5M
1-10
Private
-
2014
NL
Noel LorenzanaCertified Public Accountant, Tax Resolution Specialist
<$5M
1-10
Private
-
1992
N/A
<$5M
1-10
Private
-
2010
TL
Toni LaVigneIRS Enrolled Agent
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Potentia Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Potentia Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Potentia Advisors.

Potentia Advisors Tech Stack

A closer look at the technologies used by Potentia Advisors

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Potentia Advisors

What is Potentia Advisors's official website?
Potentia Advisors's official website is www.potentiaadvisors.com
What is Potentia Advisors's Revenue?
Potentia Advisors's revenue is <$5 Million
What is Potentia Advisors's SIC code?
Potentia Advisors's SIC: 87,872
What is Potentia Advisors's NAICS code?
Potentia Advisors's NAICS: 54,541
How many employees does Potentia Advisors have?
Potentia Advisors has 1-10 employees
What industry does Potentia Advisors belong to?
Potentia Advisors is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Potentia Advisors competition?
Potentia Advisors top competitors include: Nbj Services, Sarika CPA, Michael J McGee, Lorenzana Tax & Accounting Services
What technology does Potentia Advisors use?
Some of the popular technologies that Potentia Advisors uses are: Sentry, Microsoft 365, WixStores, F5 BIG-IP Platform
How do I contact Potentia Advisors?
Potentia Advisors contact info: Phone number: (832) 573-7657 Website: www.potentiaadvisors.com
What does Potentia Advisors do?

Potentia Advisors is a CPA firm that specializes in bookkeeping, tax strategies, advisory services, and M&A consulting for CPA firms. They focus on providing actionable financial insights and trusted guidance to small and medium businesses, particularly in the franchise, salon, and restaurant industries. Since 2017, they have been dedicated to help... ing clients navigate financial challenges and uncover growth opportunities. Their services include accounting and payroll outsourcing, tax optimization, and specialized consulting for CPA firms looking to merge or transact with private equity.Read More

What are Potentia Advisors social media links?
Potentia Advisors Linkedin page Potentia Advisors Facebook page
Is Potentia Advisors a public company?
Potentia Advisors is private company therefore does not currently have an official ticker symbol
See more information about Potentia Advisors

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