Biel Fisette Iacono, LLP: Company Profile
Background
Overview
Biel Fisette Iacono, LLP is a Dallas-based Certified Public Accounting (CPA) and wealth advisory firm established in 2015. The firm specializes in providing comprehensive financial solutions to privately held businesses, individuals, and families. With a team of experienced professionals, including CPAs, wealth advisors, transaction advisors, and retirement advisors, they offer a wide range of services to help clients achieve their desired success.
Mission and Vision
The firm's mission is to create successful solutions for private businesses, their owners, and individuals and families. They aim to provide impactful interactions with CPA professionals, ensuring that clients' success becomes their top priority.
Primary Area of Focus
Biel Fisette Iacono, LLP focuses on delivering integrated financial planning and execution services, covering various industries and catering to the specific needs of businesses and individuals alike. Their services range from basic financial reporting and tax preparation to business enhancement and wealth-building strategies.
Industry Significance
Operating within the accounting industry, Biel Fisette Iacono, LLP plays a crucial role in assisting clients with tax planning, financial reporting, and wealth management, thereby contributing to the financial stability and growth of privately held businesses and individuals.
Key Strategic Focus
Core Objectives
The firm's core objectives include providing personalized financial solutions, enhancing business performance, and ensuring long-term financial success for their clients.
Specific Areas of Specialization
- Tax Planning and Preparation: Assisting clients with federal, state, and local tax filings, as well as estate and trust tax filings.
- Accounting and Bookkeeping: Offering comprehensive bookkeeping services designed specifically for small businesses, ensuring accurate financial records.
- Wealth Management: Providing wealth accumulation strategies, retirement planning, and other financial advisory services to help clients achieve their financial goals.
Key Technologies Utilized
While specific technologies are not detailed, accounting firms typically utilize software such as QuickBooks, Microsoft Excel, and specialized tax preparation tools to manage financial data and ensure compliance.
Primary Markets or Conditions Targeted
The firm primarily serves privately held businesses, individuals, and families, focusing on small to medium-sized enterprises and individuals seeking comprehensive financial advisory services.
Financials and Funding
Funding History
As a privately held firm, Biel Fisette Iacono, LLP has not publicly disclosed detailed funding history or financial statements.
Total Funds Raised
Specific information regarding total funds raised is not available.
Notable Investors
The firm operates privately and does not have publicly known investors.
Intended Utilization of Capital
While specific utilization details are not disclosed, funds are typically allocated towards expanding service offerings, enhancing technological infrastructure, and supporting client acquisition and retention strategies.
Pipeline Development
As a CPA and wealth advisory firm, Biel Fisette Iacono, LLP does not have a product pipeline or clinical trials. Their focus is on delivering ongoing financial services and solutions to meet the evolving needs of their clients.
Technological Platform and Innovation
Proprietary Technologies
The firm does not publicly disclose proprietary technologies.
Significant Scientific Methods
While specific methodologies are not detailed, the firm likely employs standard accounting practices, financial analysis techniques, and tax planning strategies to deliver services.
AI-Driven Capabilities
There is no publicly available information indicating the use of AI-driven capabilities within the firm's operations.
Leadership Team
Key Executive Profiles
- Eric Iacono: CEO
Eric Iacono serves as the CEO of Biel Fisette Iacono, LLP. He has a background in accounting and has held previous positions at firms such as CliftonLarsonAllen and Boeckermann Grafstrom & Mayer. He earned a Bachelor of Applied Science in Accounting from St. Cloud State University.
- James Clemensen: Partner
James Clemensen is a partner at Biel Fisette Iacono, LLP. Specific details about his professional background are not available.
- Sam Viere: Partner
Sam Viere is a partner at Biel Fisette Iacono, LLP. Specific details about his professional background are not available.
- Terry LeBlanc: Audit and Tax Professional
Terry LeBlanc serves as an audit and tax professional at Biel Fisette Iacono, LLP. Specific details about his professional background are not available.
- Dixie Sanborn: Executive Assistant to Founder and Majority Owner
Dixie Sanborn is the executive assistant to the founder and majority owner at Biel Fisette Iacono, LLP. Specific details about her professional background are not available.
- Michelle Tran: Tax and Accounting Professional
Michelle Tran is a tax and accounting professional at Biel Fisette Iacono, LLP. Specific details about her professional background are not available.
- Shari Walters: Accounting Professional
Shari Walters is an accounting professional at Biel Fisette Iacono, LLP. Specific details about her professional background are not available.
- Mason Junker: Wealth Management Associate
Mason Junker serves as a wealth management associate at Biel Fisette Iacono, LLP. Specific details about his professional background are not available.
- Ahil Amin: Tax & Accounting Professional
Ahil Amin is a tax and accounting professional at Biel Fisette Iacono, LLP. Specific details about his professional background are not available.
- Sheila: Accountant
Sheila serves as an accountant at Biel Fisette Iacono, LLP. Specific details about her professional background are not available.
- Brittany Hall: Client Accountant
Brittany Hall is a client accountant at Biel Fisette Iacono, LLP. Specific details about her professional background are not available.
Competitor Profile
Market Insights and Dynamics
The accounting and wealth advisory market in Dallas, Texas, is competitive, with numerous firms offering similar services. The demand for comprehensive financial solutions remains strong among privately held businesses and individuals seeking to manage their financial affairs effectively.
Competitor Analysis
Key competitors in the Dallas area include:
- Moss Adams: A large firm offering a wide range of accounting and consulting services.
- Baker Tilly: Provides accounting, tax, and advisory services to various industries.
- CBIZ: Offers financial services, including accounting, tax, and consulting.
- Deloitte: A global leader in audit, consulting, tax, and advisory services.
- RSM: Specializes in audit and assurance, consulting, and tax services.
- CliftonLarsonAllen (CLA): Provides audit, tax, and consulting services.
- KPMG: A global network offering audit, tax, and advisory services.
Strategic Collaborations and Partnerships
Specific details about Biel Fisette Iacono, LLP's strategic collaborations and partnerships are not publicly disclosed.
Operational Insights
Biel Fisette Iacono, LLP differentiates itself through its personalized approach, focusing on the unique needs of each client and offering tailored financial solutions. Their integrated services and commitment to client success position them as a trusted partner in the Dallas financial services market.
Strategic Opportunities and Future Directions
The firm has opportunities to expand its service offerings, enhance technological capabilities, and strengthen its market presence to better serve the evolving needs of its clients.
