How Much Did Holmes & Associates Raise?
Funding & Key Investors

Holmes & Associates, a Long Beach-based CPA firm, has secured $150K in total capital, with its most recent funding round bringing in $150K through a major strategic investment. This significant backing underscores the company's established position in the financial services sector and its ongoing growth trajectory.

What is Holmes & Associates?

Holmes & Associates
Business ServicesAccounting for Legal Practices

Holmes & Associates is a dedicated CPA firm focused on providing comprehensive accounting, bookkeeping, tax preparation, IRS representation, and retirement planning services primarily for small businesses and individuals. Leveraging over a century of combined expertise, the firm offers personalized financial solutions aimed at ensuring tax compliance and maximizing savings. Their specialized services cater to a diverse clientele, including small business owners, real estate investors, and individuals seeking expert guidance in tax strategy and financial planning.

How much funding has Holmes & Associates raised?

Holmes & Associates has raised a total of $150K across 1 funding round:

2020

Debt

$150K

Debt (2020): $150K with participation from PPP

Key Investors in Holmes & Associates

PPP

Public-Private Partnership

What's next for Holmes & Associates?

The recent major strategic investment, within the context of large-scale late-stage funding, suggests Holmes & Associates is poised for significant expansion and service enhancement. This capital infusion is likely to fuel strategic initiatives such as expanding service offerings, enhancing technological infrastructure for client management and tax processing, and potentially broadening their geographic reach. The firm's focus on small business accounting and tax services positions it well to capitalize on the growing demand for specialized financial expertise in this segment.

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Frequently Asked Questions Regarding Holmes & Associates Financial Insights

What are the most recent funding rounds that Holmes & Associates has completed, and what were the funding rounds?
Holmes & Associates has recently completed 1 funding rounds: Debt on Apr 13, 2020.
What is the total amount of funding Holmes & Associates has raised to date?
Holmes & Associates has raised a total of $150K in funding to date.
How many funding rounds has Holmes & Associates completed?
Holmes & Associates has completed 1 funding rounds.
How much funding did Holmes & Associates raise in its most recent funding round?
Holmes & Associates raised $150K in its most recent funding round.
Who are the lead investors in Holmes & Associates's latest funding round?
The lead investor in Holmes & Associates's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Holmes & Associates's history?
The largest funding round in Holmes & Associates's history was $150K.
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