What Emily Wants

Hey Dallas Fort Worth! As Carr, Riggs, & Ingram, LLC’s Business Development gal, I am very aware that people do not wake up feeling like switching CPA Firms. It really takes being top of mind with people you know and trust and being ready at the right moment. Timing is everything. Also, a blessing and curse with this role is that literally every single person in DFW has Tax Returns, so essentially anyone could be a new client. Below is a brief breakdown of what I would deem a good potential client to work with a Top 25 CPA Firm like CRI:

WHERE: The Dallas – Fort Worth metroplex, but we have clients all over the country and globe.

IDEAL CLIENT (Industries): Manufacturing, Distribution, Essential Services, Construction, Lower Mid-Market Healthcare, Nonprofits, Professional Services, Technology, Farming / Agriculture, and Cannabis.

IDEAL CLIENT (Who + Size) : Business Owners, CFOs, Controllers, VP of Finance, or any individual or household looking for more sophisticated CPA services vs. TurboTax. Small to mid-sized companies $5mil - $500mil. New transplants to DFW from other states (California, New York, etc.)

REFERRAL PARTNERS: Attorneys, Bankers, Wealth Advisors, Investment Bankers, Private Equity Groups, Fractional CFO’s, Commercial Real Estate Brokers.

THINGS TO LISTEN FOR: Upcoming transactions (buy/sell, merger, carve out), hyper growth, recent or upcoming C-Suite changes, concern with rapidly changing business environment, desire to gain competitive advantage via Top 25 CPA Firm, recent inheritance.

WHY ME: I can guarantee no other CPA Firm in town has a ‘me’ quite like me to be your business champion to help grow your business beyond tax, audit, and QoE work. I also live by the philosophy of making new friends but keeping the old, so I am a resource for my network and connections in town. I am not shy and make introductions for a living.

If you or anyone you know are looking for a new CPA Firm to work with, email me at [email protected] today!