Awards and Recognition Forbes recognition for Deetra Watson indicates a high-caliber client service and leadership. Use this as a conversation starter to position premium tax, audit, and advisory services to firms seeking top-tier CPAs and public recognition-enhanced credibility.

Growth Leadership Recent hires and leadership promotions (Chief Growth Officer appointees and new partner) signal an active growth strategy and expanding service offerings. Approach by offering scalable advisory, cross-sell opportunities in management consulting, corporate finance, and specialty tax services.

Expanded Capabilities Alliance with BDO Seidman broadens international tax, corporate finance, executive search, and real estate services. Propose integrated cross-border tax planning, corporate finance support, and real estate valuation services to mid-market clients seeking global reach.

Client-Centric Positioning Emphasis on relationship-based, personalized service and ongoing education suggests readiness for high-touch advisory engagements, non-profit and estate planning, and comprehensive financial planning for closely held businesses and executives.

Mental Health and Culture Internal initiatives like the mental health wall indicate a focus on workplace culture and employee engagement. Use this to position services around organizational health assessments, HR compliance support, and benefits planning that resonate with employees and attract quality talent for clients.