Strategic Alignment The firm joined Moss Adams in 2019, expanding from a local Fresno CPA practice to access a national network of nearly 2,900 professionals across 26 locations. This signals opportunities for cross-sell of expanded accounting, consulting, and wealth management services to existing clients and network referrals.

Service Expansion Post-merger capabilities include deeper resources and a broader service offering beyond traditional accounting, creating sales opportunities for integrated services such as advisory, wealth management, and industry-specific consulting to clients seeking end-to-end solutions.

Industry Focus Specializations in agriculture, food and beverage processing, manufacturing and distribution, and auto and equipment dealerships indicate potential target sectors for bundled services and scalable solutions, aligning with Moss Adams’ broader industry practice.

Midmarket Opportunity With revenue in the $10M–$25M range and a size of 11–50 employees, there is clear potential to upsell advanced advisory, risk management, and technology enablement services to growing midmarket clients looking for scalable, multifaceted support.

Digital and Tech Enablement Tech stack signals active web and digital presence and potential for transformation services; leverage Drupal, PHP, and associated digital channels to offer IT controls, cybersecurity readiness, data analytics, and cloud adoption services to clients.