Growth Opportunity Mid-sized accounting firm with revenue between 10M and 25M and a diverse service mix including audits for government, non-profits, and regulated entities; potential upsell to broader compliance, training, and advisory services for growth and new regulatory requirements.

Regulatory Expertise Strong specialization in Yellow Book and GASB compliant audits identifies Conway CPAs as a strategic partner for public sector and non-profit clients facing stringent reporting, presenting a chance to expand gov’t contracts and grant management solutions.

Talent Expansion Recent hires in management and advisory roles indicate ongoing growth and an openness to expanding leadership capacity; sales conversations can target firms seeking seasoned advisory support, financial planning, and strategic growth services.

Tech Enablement Adoption of modern tech stack ( AWS, Microsoft 365, Matomo/Piwik PRO, OpenResty, HTTP/3) supports scalable client collaboration and data insight capabilities; opportunities exist to offer cloud-based financial analytics, security audits, and data-driven compliance solutions.

Market Positioning Smaller, agile firm with competitive pricing relative to big firms; potential to differentiate through niche focus on government/non-profit audits, estates and trusts, and business formation, while pursuing cross-sell of tax, planning, and investment services to existing clients.