Harrison, Waldrop & Uherek, LLP: Company Profile

Background

Overview

Harrison, Waldrop & Uherek, LLP is a full-service accounting firm based in Victoria, Texas, established in 1950. The firm offers a comprehensive range of services, including tax management, accounting, audits, financial statements, and financial planning. Recognized as one of the leading firms in the area, Harrison, Waldrop & Uherek, LLP is committed to providing personalized financial guidance to individuals and businesses.

Mission and Vision

The firm's mission is to help clients maintain financial viability in the present while proactively achieving future goals. This is accomplished through open communication, thorough research, and sound analysis, all upheld with high standards of excellence and professionalism. Harrison, Waldrop & Uherek, LLP has been a staple in the area's business community for years, earning the respect of both clients and peers.

Industry Significance

As a mid-sized accounting firm, Harrison, Waldrop & Uherek, LLP plays a significant role in the regional financial landscape. Its dedication to high standards and personalized service has contributed to its reputation as a trusted advisor for various financial needs.

Key Strategic Focus

Core Objectives

The firm's primary objectives include delivering quality financial guidance, maintaining client trust, and adapting to the evolving financial needs of individuals and businesses. By combining expertise, experience, and a team-oriented approach, Harrison, Waldrop & Uherek, LLP ensures that each client receives close personal and professional attention.

Areas of Specialization

Harrison, Waldrop & Uherek, LLP specializes in various industries, including:

Agriculture

Construction

Dentistry

Government

High Net Worth Individuals

Manufacturing

Non-Profit Organizations

Oil & Gas

Physicians

Real Estate

This diverse specialization allows the firm to offer tailored services that meet the unique needs of each sector.

Key Technologies Utilized

The firm employs modern technologies to enhance service delivery, including:

Cloud Services: Utilizing platforms like Amazon Web Services for secure data storage and management.

Content Management Systems: Implementing tools such as RSS for efficient information dissemination.

Web Development Frameworks: Using Bootstrap and Caddy to develop responsive and user-friendly client portals.

These technologies support the firm's commitment to operational efficiency and client engagement.

Primary Markets Targeted

Harrison, Waldrop & Uherek, LLP primarily serves clients in Victoria, Texas, and the surrounding regions. Its market focus includes individuals, small to medium-sized businesses, and non-profit organizations across various industries.

Financials and Funding

Revenue Estimates

The firm's estimated annual revenue is approximately $10 million, reflecting its established presence and client base in the region.

Funding History

As a privately held partnership, Harrison, Waldrop & Uherek, LLP has not publicly disclosed specific funding rounds or external investors. The firm's growth and operations are primarily supported through its revenue and reinvestment strategies.

Utilization of Capital

Capital is allocated towards enhancing service offerings, investing in technology infrastructure, and supporting professional development initiatives for staff. This approach ensures the firm remains competitive and responsive to client needs.

Pipeline Development

Service Expansion

The firm continually evaluates and expands its service offerings to meet the evolving needs of its clients. This includes integrating advanced technologies, expanding industry expertise, and offering new financial solutions.

Client Acquisition

Harrison, Waldrop & Uherek, LLP focuses on building long-term relationships with clients, leading to a steady pipeline of engagements and referrals. The firm's reputation for quality service contributes to its ability to attract and retain clients.

Technological Platform and Innovation

Proprietary Technologies

While the firm utilizes industry-standard technologies, it has developed proprietary processes for financial analysis and reporting, ensuring accuracy and efficiency in service delivery.

Significant Scientific Methods

The firm employs data analytics and financial modeling techniques to provide clients with insightful and actionable financial information. These methods support strategic decision-making and financial planning.

Leadership Team

Key Executives

Clayton P. Van Pelt, CPA: Partner

Eric L. Kucera, CPA: Partner

Melissa M. Terry, CPA: Partner

Dennis C. Cihal, CPA: Retiring Partner

Robert W. Schaar, CPA: Retiring Partner

Stephen W. Van Manen, CPA: Retiring Partner

Professional Backgrounds

Each partner brings extensive experience in accounting and financial services, with backgrounds in public accounting, tax preparation, and financial consulting. Their leadership ensures the firm's commitment to high standards and client-focused service.

Competitor Profile

Market Insights and Dynamics

The accounting services market in Victoria, Texas, is characterized by a mix of small to mid-sized firms offering a range of services. Harrison, Waldrop & Uherek, LLP competes with other regional firms, leveraging its long-standing reputation and comprehensive service offerings.

Competitor Analysis

Key competitors include:

Bumgardner, Morrison & Company, LLP: Offers similar accounting services in the Victoria area.

Roloff, Hnatek and Co. LLP: Provides accounting and auditing services to local businesses.

These firms compete in the same market segment, emphasizing the importance of quality service and client relationships.

Strategic Collaborations and Partnerships

Local Alliances

The firm collaborates with local business organizations and community groups to enhance its service offerings and community engagement. These partnerships strengthen its market position and support regional economic development.

Operational Insights

Strategic Considerations

Harrison, Waldrop & Uherek, LLP maintains a competitive edge through:

Personalized Service: Tailoring solutions to meet the unique needs of each client.

Technological Integration: Utilizing modern technologies to improve efficiency and service delivery.

Industry Expertise: Specializing in various sectors to provide informed and relevant financial guidance.

Strategic Opportunities and Future Directions

Growth Initiatives

The firm plans to expand its service offerings, invest in technology, and explore new market segments to drive growth. By leveraging its strengths and adapting to market trends, Harrison, Waldrop & Uherek, LLP aims to continue its legacy of excellence in accounting services.