Regional SMB Growth Established full-service CPA with roots in Greater Dayton and Cincinnati; growing footprint with multiple local offices presents opportunities to upsell advisory, tax planning, and wage compliance services to mid-market clients seeking scalable accounting support.

Mid-Market Revenue Reported revenue in the 10M–25M range indicates a solid mid-market target with potential needs for intricate financial reporting, ongoing assurance, cash flow management, and strategic tax optimization services.

Tech Enablement Tech stack includes QuickBooks, WordPress, Squarespace, and Google Workspace; potential to offer cloud accounting expansion, ERP integration, data analytics, and cybersecurity/compliance services to modernize clients’ tech ecosystems.

Experience Advantage Over 215 years of combined experience across leadership and staff highlights credibility for complex tax planning, succession planning, and industry-specific services that can be cross-sold to growth-oriented businesses.

Competitive Positioning Operating alongside large firms with sizable regional footprints, this firm can target mid-market firms seeking personal attention with scalable services, creating opportunities for bundled offerings such as audit, advisory, and outsourced CFO solutions.