Mid-market Growth Target Baker Milligan CPAs as a mid-sized regional accounting firm with annual revenues in the 10M-25M range to propose scalable technology and advisory services that support efficiency, client experience, and compliance across multiple service lines.

Cloud Modernization Leverage their current tech stack including AWS, Google Cloud, WordPress, MySQL, and Microsoft 365 to offer cloud migration, security hardening, data integration, and performance optimization to improve workflows and remote collaboration.

Security and Compliance Position cybersecurity, data governance, and regulatory compliance enhancements as high-priority services given their professional services nature and reliance on cloud platforms, with case studies from similar firms.

Talent & Training Offer personnel development and training programs as a value add, aligning with their stated core values around training, education, and innovation to improve staff retention and service quality.

Expansion Readiness Present scalable solutions for potential geographic or service expansion, including practice management optimization, CRM/ERP integrations, and analytics to support growth as they pursue broader market presence.