Mid-market Firm Local public accounting firm servicing Illinois and Missouri with a balanced revenue size and a focus on regional markets, presenting opportunities to expand advisory services like outsourced CFO, tax planning for mid-market clients, and compliance programs tailored to small- to mid-sized enterprises.

Quality Emphasis Audits and quality controls reviewed by independent firms every three years and membership in AICPA Private Companies Practice Section and Illinois CPA Society signal reliability. Prospect for services around risk assessment, internal controls optimization, and regulatory compliance coaching.

Growth Readiness With offices in multiple states and a practice history since 1937, target firms seeking continuity and scalable accounting solutions; cross-sell audit, assurance, and advisory services to growing clients in RiverBend, Metro East, Southern Illinois, and St. Louis metro areas.

Digital & Media Tech stack includes AWS, WordPress, Google Ads, AdRoll, and social channels, indicating openness to digital marketing, data analytics, and cloud-led client collaboration; propose digital transformation, CRM optimization, and data security enhancements.

Revenue Range Current revenue in the 10–25 million range with a lean employee base; identify upsell opportunities to larger mid-market clients, recurring accounting or bookkeeping services, and scalable outsourced solutions to improve margins and client retention.