Transfer Pricing Growth CGU conducts transfer pricing studies for international entities, signaling an opportunity to upsell ongoing transfer pricing documentation, benchmarking, and tax-compliance services to multinational clients expanding in the Bay Area or globally.

Mid-Market Tax Planning With annual revenue in the 25-50 million range and broad tax compliance services for individuals, corporations, estates, trusts, and partnerships, there is a clear opportunity to upsell comprehensive tax planning and multi-entity optimization.

Forensic and Litigation CGU offers forensic accounting and litigation support; target law firms and corporate legal teams needing financial investigations, damages analyses, and expert testimony to support disputes and regulatory matters.

Cloud Accounting Services CGU provides QuickBooks and bookkeeping supervisory services; market to small to mid-sized businesses seeking outsourced bookkeeping, accurate financial statements, and regulatory compliance, with potential to add advisory services.

Established Client Advisory A 90-year history and specialists with direct client management experience enable a high-touch advisory approach across tax, accounting, and management consulting, leveraging trusts, estates, and corporate clients to expand offerings.