Midwest Expansion Recent acquisition of Burkett & Beattie by Aprio signals a Midwest expansion push, presenting a sales opportunity to align with Aprio's growth strategy and offer complementary services or post-acquisition integration support.

Small Firm Efficiency With a lean team of 2-10 employees and revenue under $1M, Burkett & Beattie emphasizes efficiency needs, making them a likely candidate for affordable cloud-based accounting, automation tools, and lightweight cybersecurity solutions.

Tech Modernization Current tech stack includes WordPress, PHP, and analytics tools; potential upsell to modern practice management, CRM integration, data analytics, and client portal enhancements to improve service delivery and compliance.

Regional Client Expansion Based in Libertyville, IL, the firm could leverage regional market opportunities in the Midwest through strategic alliances, cross-sell with real estate or SME services, and targeted industry verticals.

Growth Readiness As part of a larger firm post-acquisition, there is potential for scalable solutions such as onboarding playbooks, security hardening, and scalable finance and operations tooling to support a growing client base.