Growth Expansion Boyer & Associates has recently expanded offices into Canada and North America, signaling readiness to scale services geographically and pursue new enterprise clients across the region. This presents an opportunity to position cross-border Microsoft 365, Copilot, and Dynamics 365 offerings to mid-sized organizations looking for integrated cloud and AI solutions.

AI Strategy The firm is actively building an AI Strategy and GTM function with new leadership, emphasizing AI agents, Copilot, and data connectivity across Microsoft ecosystems. This creates a sales opening to couple AI-enabled ERP/CRM deployments with strategic advisory services and managed AI workloads for growth-focused clients.

Microsoft Focus As a top Microsoft Solutions Provider with strong qualifications in Dynamics 365, Power Platform, Copilot, and Microsoft security suites, Boyer is well positioned to upsell cloud migrations, advanced analytics, and security modernization to mid-market companies seeking Microsoft-centric modernization.

Nonprofit Niche With one in five clients in the nonprofit sector and existing expertise in fundraising, grant management, budgeting, and financial transparency, there is a clear opportunity to expand nonprofit-focused ERP and M365 security/compliance packages and grant-focused CRM enhancements.

Retention & Value High client retention and a strong client base (600+ active clients, 4.9 Google rating, 97% retention) indicate a ready audience for ongoing optimization services, AI adoption accelerators, and continuous improvement engagements around Dynamics and Power Platform to maximize ROI.