Forbes recognition Leverage the recent Forbes Best-In-State CPAs recognition of founders to open C-suite introductions and credential-focused conversations around credibility, client acquisition, and growth advisory services.

Growth potential With revenue in the mid-market range and a national client base, position as a partner for scalable tax, audit, and advisory services that support expanding manufacturing, distribution, real estate, and professional services clients.

Strategic alliances Highlight the Integra International alliance to offer international business resources and cross-border accounting solutions, targeting clients with overseas or multi-jurisdiction needs.

Talent expansion Recent promotions and new hires indicate a focus on growing expertise within tax and advisory services; propose tailored staffing and specialization packages to meet growing client demand and improve service levels.

Digital presence Utilize the firm’s tech stack and digital marketing tools to propose modernization of client platforms, data analytics, and IT-enabled advisory services that align with their technology footprint and drive efficiency.