Growth Opportunity Mid-sized regional CPA firm with 11-50 employees serving 1500+ clients in Oregon and across the U.S. Potential upsell opportunities for advanced digital advisory services, cloud accounting, and outsourced CFO offerings to expand client value and deepen relationships.

Digital Enablement Tech stack includes standard tools (Google Analytics, JSON-LD, fonts) but limited indication of modern advisory platforms. Opportunity to introduce workflow automation, data analytics, cybersecurity audits, and ERP/Cloud integrations to modernize client ecosystems.

Financial Health Revenue in the $10M–$25M range with growth over decades signals stability and budget availability for targeted services such as specialization in tax, audits, and advisory services for smaller to mid-market clients.

Market Position Longstanding local presence in Willamette Valley with expanding partner group and national client base. Potential to leverage regional brand to cross-sell to existing clients and win referrals from mid-sized businesses seeking reputable CPA partnerships.

Strategic Engagement History of growth and partnerships suggests openness to advisory relationships. Ideal for outreach around strategic services like succession planning, practice management, and performance benchmarking to differentiate from larger firms.