What is Lima & Associates?
Based in Palm Harbor, Florida, Lima & Associates operates as a specialized accounting firm dedicated to providing comprehensive tax services and financial consulting for small businesses and individuals. With a legacy spanning over 25 years, the firm has established a robust market position by integrating traditional bookkeeping with strategic tax planning. Their service architecture is designed to address the complex financial requirements of clients throughout Pinellas County, emphasizing personalized advisory and reliable fiscal management. By maintaining a focus on long-term client relationships, the firm has successfully navigated the competitive landscape of professional accounting services, ensuring that small business owners receive the technical expertise necessary for sustainable growth.
How much funding has Lima & Associates raised?
Lima & Associates has raised a total of $90K across 1 funding round:
Debt
$90K
Debt (2021): $90K with participation from PPP
Key Investors in Lima & Associates
PPP
Public-Private Partnership
What's next for Lima & Associates?
The infusion of capital will likely be directed toward enhancing the firm's digital infrastructure and expanding its advisory capacity to meet the evolving needs of its client base. As Lima & Associates transitions through this significant Series B/C stage, the strategic focus will shift toward scaling its service offerings and potentially integrating advanced financial technology to streamline tax preparation and business consulting workflows. By leveraging this investment, the firm aims to solidify its footprint in the regional market while maintaining the high-touch, personalized service that has defined its reputation for over two decades. Future growth will likely involve talent acquisition and the development of specialized consulting verticals to further differentiate its value proposition in the accounting sector.
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