Mid Market Growth Baker & Colson serves individuals and businesses with mid-market revenue, creating opportunities to deepen engagements through outsourced CFO services, internal controls, strategic tax planning, and growth-oriented advisory for clients.

Tech Modernization The firm's tech stack shows aging components (YUI, jQuery, PHP). This presents a chance to offer modern cloud-based practice management, secure client portals, data analytics, and cybersecurity enhancements to improve efficiency and client experience.

Cross-Sell Advisory With services spanning retirement planning, investments, estates and trusts, and personal financial planning alongside tax and accounting, there is strong potential to expand wealth advisory and integrated financial planning for individuals and business owners.

Security & Compliance Handling sensitive client data and professional affiliations signal demand for enhanced security, regulatory compliance support, and staff training—opportunities include security assessments, SOC 2 readiness, and ongoing cybersecurity services.

Local Presence Established since 1972 with local chamber affiliations in Gresham and surrounding areas, the firm has a competitive edge for targeted local growth, partnerships, and community-focused marketing to attract small and mid-sized businesses.