Expanding Advisory Services Following its integration into CliftonLarsonAllen, BlumShapiro offers a broad array of industry-focused wealth advisory, audit, tax, and consulting services, presenting opportunities to provide specialized financial solutions and advisory services to a diverse client base.

Strong Market Presence With a revenue range of 100 to 250 million dollars and a sizable workforce of up to 500 employees, the company has a significant regional footprint in New England, making it a valuable partner for financial technology and professional service providers looking to penetrate mid-market accounting firms.

Technology Adoption BlumShapiro leverages advanced technological tools such as Elastic stack, Collibra, and cybersecurity frameworks, indicating openness to digital transformation initiatives and infrastructure upgrades, which can be targeted for offering cutting-edge business solutions.

Recognition & Credibility Consistent recognition as a great workplace and inclusion in top employer lists enhances its reputation as an attractive partner or client, enabling potential collaborations around employee engagement, HR solutions, and leadership development services.

Corporate Giving & Investments Active involvement in community investments and asset management through CLA Wealth Advisors signals opportunities for financial products and impact investing services tailored to organizations with strong community engagement goals.