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HBI is expanding!

HBI' Matthew L. Bell with James Wade

We are proud to announce that HBI has acquired the accounting and tax firm of James H. Wade, Jr. CPA in Longwood, FL. This acquisition is a major milestone for our firm. It will increase our presence in the Orlando area and further our goal of organic growth.

The Wade CPA practice consists of six staff members, including the former owner, Jim Wade, who plans to stay on with HBI at reduced hours. The process of acquiring the firm took over nine months, and we are grateful to the team at HBI who worked hard behind the scenes to make this happen. We understand that this process is taking place during tax season, but have a plan in place to make the integration as smooth as possible.

As we move forward, our IT department will be working to fully integrate our computer and telephone systems. Until then, we ask that everyone be ready to assist Jim and his staff and extend a warm welcome to them as part of the HBI family.

We are thrilled to have the Wade CPA practice as part of our team and look forward to the opportunities this acquisition will bring.


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