High value client base Target small to mid-sized Michigan businesses in need of full-service accounting, tax planning, payroll, and financial statements, leveraging BHT&D’s multi-office presence and long-standing client relationships.

Technology foundation Capitalize on BHT&D’s tech stack including QuickBooks Online, HubSpot, and analytics tools to offer integration services, cloud-based workflows, and data-driven advisory packages to growth-focused firms.

Growth opportunities Position as a trusted partner for clients seeking scalable accounting and advisory services to support expansion, given revenue range and employee size, with cross-sell from tax, payroll, and business consulting.

Competitive positioning Differentiate from larger firms by emphasizing personalized service and long-tenured client relationships; prospect as a boutique alternative to big firms like Moss Adams, Baker Tilly, RSM, and KPMG.

Expansion and markets Leverage Michigan presence in Saranac and Ada to pursue regional growth, cross-sell to adjacent industries served by mid-market accounting practices, and explore strategic alliances for referrals.