Growing Revenue Boulay Group is a mid-sized IPA Top 100 firm with FY24 net revenue of $66.2 million and overall revenue in the 250-500 million range, indicating substantial sales opportunities for value-added services, including advisory, wealth, and transformation projects for larger clients.

Leadership Change Recent leadership transition with Erik Allen named managing partner and longtime leader Tom Johnson retiring opens opportunities to engage on strategic initiatives, partnership approaches, and new practice areas that could align with client Growth targets.

Service Expansion Boulay’s mix of accounting, tax, business planning and wealth management, plus recent hires in Transaction Advisory and new Assistant Controller roles, suggests cross-sell potential to cross-functional clients needing integrated financial services and M&A or transaction support.

Recognition & Trust Consistent IPA Top 100 recognition and Best of the Best CPA firm awards position Boulay as a trusted advisor to mid-market and closely-held businesses, enabling premium services such as risk advisory, succession planning, and complex tax strategies.

Technology & Analytics Technology stack including QuickBooks Online, Google Analytics, Adobe Experience Cloud and data tracking tools indicates opportunities to offer digital transformation, process automation, data analytics, and KPI dashboards for client operations and financial performance.