Acquisition Synergy With Bauknight Pietras & Stormer now part of Smith + Howard and under private equity ownership, there is a clear cross sell opportunity across the combined firm network, including healthcare providers, nonprofits, and mid-market clients.

Healthcare Compliance Their HIPAA compliant practice and work with healthcare providers indicate ongoing needs for advanced data privacy, cyber risk assessments, and regulatory compliance services across their client base.

Growth Transformation The firm’s growth trajectory and regional footprint position it well for digital transformation, cloud accounting, data analytics, and outsourced CFO or controller services within the Smith + Howard ecosystem.

Tech Modernization A tech stack that includes Cloudflare, bot management, and other web and security tools suggests opportunities to offer cybersecurity, cloud hosting optimization, and workflow automation to improve client service delivery.

Innovation Partnerships Leadership emphasis on innovation and expanding strategic capabilities signals openness to partnerships in AI assisted advisory, scalable platforms, and collaboration tools to deepen client engagements.