Scale and reach Baker Tilly US is a top 10 advisory, tax, and assurance firm with 10001+ employees and a global network through Baker Tilly International, presenting opportunities to cross-sell advisory, tax, and tech-enabled services to mid-market clients across 143 territories.

Industry focus With unparalleled industry intelligence across 30+ sectors focused on the middle market, there is potential to engage clients needing sector-specific performance optimization, risk management, and strategic advisory aligned to their unique dynamics.

Digital leverage Adoption of Sage Intacct, Microsoft Dynamics, Adobe Experience Cloud, and collaboration tools suggests a readiness to discuss integrated ERP, financial transformation, customer experience programs, and AI/talent-enhanced service delivery for clients modernizing operations.

Growth leadership Leadership appointments in global advisory, chief growth officer, and AI and technology roles indicate a strategic push into expanding advisory offerings and AI-enabled client service, signaling opportunities to upsell advanced analytics, automation, and AI-driven insights.

Awards and expansion Recent recognitions and expansions, including international awards and office growth, point to ongoing capacity to scale services, making a strong case for proposing large-scale multi-region projects, cross-border compliance, and municipal advisory collaborations.