Growing Clientele Ault Henderson & Lewis CPAs serves specific counties in Ohio with a diverse range of accounting services, indicating opportunities to expand geographic reach and tap into nearby markets or industries that may require specialized CPA services.

Technology Utilization The firm's adoption of cloud-based technologies such as Amazon Web Services and modern website tools suggests openness to digital transformation, presenting a chance to introduce advanced tech solutions that enhance client experience and operational efficiency.

Revenue Potential With annual revenues between 1 million and 10 million and a lean team of up to 50 employees, there is significant potential to upsell comprehensive advisory or consulting services to existing clients aiming for growth or compliance optimization.

Competitive Positioning Operating alongside industry giants like Deloitte and KPMG, this firm can leverage personalized, local expertise as a competitive advantage, attracting clients seeking tailored services with a local touch in Ohio’s competitive accounting landscape.

Market Opportunity Focusing on business and individual tax planning along with financial statement services, the firm can target small to medium-sized businesses and high-net-worth individuals for expansion of advisory services that capitalize on evolving tax regulations and financial planning needs.