Growth potential Mid-sized accounting firm with revenue between 10M and 25M, suggesting scalability opportunities for advisory services, process optimization, and technology-enabled outsourcing to support client growth.

Technology stack Current tech usage includes QuickBooks, Sage, Shopify, WordPress, MySQL, Windows Server and Microsoft 365, indicating opportunities to cross-sell cloud-based accounting, ERP integration, data analytics, and cybersecurity services.

Client experience Emphasis on personal service, integrity, confidentiality and practical business insights provides a platform to offer enhanced internal controls, risk assessment, and compliance offerings to protect and grow client businesses.

Market position Similar firm peers are large global players; B&A can differentiate through niche service enhancements, industry-specific consulting, and scalable audit/tax solutions for mid-market clients seeking personalized attention.

Sales trigger Established since 1978 with a long track record and strong foundational reputation offers upsell opportunities for strategic planning, succession/exit planning, and managed services as clients mature.