Niche education Almich & Associates specializes in postsecondary education institutions across 25 states, presenting an opportunity to offer tailored attestation, tax, and consulting services to this defined sector as schools seek compliance and modernization.

Expansion potential With revenue between 10M and 25M and a footprint in multiple states, there is room to expand services to additional states, increase wallet share with existing clients, and upsell transaction advisory and retirement plan audits.

Retirement focus Active annual audits for retirement plans covering a wide employee range and membership in the EBPA Quality Center signals demand for robust employee benefit plan audit and advisory services tailored to schools and related organizations.

Technology leverage Current tech stack includes cloud infrastructure and security features (AWS, Cloudflare) along with client portals and productivity suites; opportunities exist to offer cloud-based financial systems integration, data analytics, and cyber risk assessments for compliant accounting delivery.

Competitive positioning Positioned as large-firm expertise with small-firm fees and a national footprint, presenting a sales angle to offer scalable services for mid-market clients seeking cost-effective assurance, tax, and advisory solutions beyond traditional CPA offerings.