Mid-market Firm Target mid-sized accounting firms in Michigan and neighboring states to expand product footprints and cross-sell services such as tax planning, payroll, and financial statement preparation, leveraging their two-office presence and long-tenure client relationships.

Tech Enablement Position enhancements around cloud accounting and data analytics by highlighting familiarity with QuickBooks, Microsoft Excel, and modern CRM and content platforms like HubSpot; offer integrations and automation to improve efficiency for a firm of 11-50 employees.

Growth Readiness Capitalize on reported revenue scale (10-25M) and multiple service lines to propose scalable solutions such as practice management, succession planning, and advisory services to support growth, profitability, and client retention.

Market Positioning Leverage competitive landscape with large national firms by offering personalized service, local expertise, and value-driven engagements to win more mid-market clients seeking hands-on support and a life-long client relationship.

Expansion Potential Explore consulting and outsourcing options for tax, payroll, and financial statement prep to optimize workflows across two locations (Saranac and Ada), including training and onboarding programs to reduce client churn and attract new SMB prospects.