Acquisition Opportunity Berman Hopkins CPAs & Associates, LLP recently became part of Doeren Mayhew, signaling a strategic consolidation in central Florida. This presents a chance to position integrated tax, advisory, and assurance services to the combined client base and capture cross-sell opportunities within the expanded footprint.

Growth Footprint With offices in Melbourne and Orlando and a revenue range of 50–100 million and 51–200 employees, there is a substantial mid-market client profile likely seeking scalable solutions in cloud-based accounting, cybersecurity, and managed services to support growth and compliance needs.

Tech Enablement Current tech stack includes QuickBooks Desktop, Xero, AWS, Squarespace, Craft CMS, Sage, and Vonix integration for communications. There is opportunity to propose modernization to cloud ERP, data analytics, and enhanced cyber risk controls to improve efficiency and insights.

Compliance & Risk Recent acquisition by a top 40 national tax and advisory firm suggests heightened focus on compliance, risk management, and internal controls. Target both financial statement assurance enhancements and advisory services around governance, risk, and regulatory requirements for mid-market clients.

Industry Positioning As a mid-sized regional CPA firm with a notable local award history and a connection to a larger national network, there is a selling point for clients seeking personalized service with access to national capabilities, making a cross-sell pitch for large-scale assurance and advisory offerings.