Market leadership BerryDunn is expanding its national footprint and earning recognition as a Top 50 and 42nd largest CPA firm, signaling strong market credibility and a growing client base that can be leveraged for upsell opportunities in tax, assurance, and advisory services.

Public sector focus Recent enhancements such as impact fee analysis for Parks and Recreation and tools assisting Critical Access Hospitals indicate a sustained emphasis on government and nonprofit sectors, presenting cross-sell potential to clients in healthcare, municipal, and community services.

Technology enablement Deployment of Microsoft Power Platform, Azure, Intune, Teams, and analytics tools suggests a modern digital backbone; opportunities exist to offer data analytics, process automation, and cloud optimization services to clients seeking efficiency gains.

Leadership transition CEO transition plan with an advisory role opens conversations about continuity, governance, and strategic advisory services, enabling sales teams to position BerryDunn as a stable partner during leadership changes or strategic pivots.

Industry collaboration Active participation in summits and client collaborations (nonprofit sector events, EMPOWER Summit, healthcare and municipal engagements) signals strong networking channels; use these relationships to introduce cross-industry solutions and multi-market expansions.