Local prominence Belfint, Lyons & Shuman is one of the largest and oldest accounting firms in Delaware with a strong local presence and long-standing community ties, suggesting ideal collaboration opportunities with nearby mid-market businesses seeking trusted advisory and personalized service.

Diverse client base The firm serves privately held businesses, nonprofits, government entities, high-net-worth individuals, and international clients, indicating potential cross-sell opportunities across industries and services such as tax planning, audit, and advisory for complex entities.

Comprehensive services BLS offers a full suite including advisory, audit and assurance, tax planning and compliance, and holding company services, creating multiple entry points for upsell in financial planning, compliance outsourcing, and business valuations.

Growth and recognition Awards like Best of Accounting and Top Workplace bolster credibility and can be used to open conversations with potential clients seeking proven, reputable partners for financial matters and regulatory compliance.

Tech-enabled delivery Utilizes tools such as QuickBooks, Microsoft Dynamics, Paylocity and Hotjar for client operations and experience, presenting a pathway to discuss modernized workflows, cloud accounting, payroll, and data-driven advisory with prospective clients.