Not-for-Profit Focus Target the firm’s Not-For-Profit sector leadership, highlighted by the promotion of a Director of Not-For-Profit Services, signaling intent to expand specialized services for nonprofits and mission-driven organizations.

Mid-Market Scale Position as a mid-market accounting partner for organizations in the $10M–$25M revenue range, offering value through personalized service while competing with larger firms that service bigger clients.

Long-Term Value Leverage their relationship-driven approach and long-range planning emphasis to upsell advisory services such as strategic planning, financial forecasting, and governance support tailored to multi-year business goals.

Technology Utilization Highlight opportunities to modernize with advisory tech, data analytics, or cloud-based financial planning tools compatible with their current stack, improving efficiency and client insights.

Growth & Visibility Capitalize on growth potential by offering scalable services (tax, audit, consulting) for nonprofits, family-owned businesses, and mid-sized firms seeking cross-functional support as they scale.