Small firm, strong reach Mid-sized accounting firm with 11-50 employees and 9 CPAs, operating across three offices, offering comprehensive services. This suggests opportunity for cross-sell of audit, tax planning, and consulting to existing clients as they scale.

Growth trajectory Founded in 1988 and now over 30 staff across multiple locations indicates established client base and potential need for modernization, technology upgrades, and cloud-based financial systems to support expansion.

Tech-forward Experience with AWS, Windows Server, and web security tools points to openness to IT infrastructure improvements, cybersecurity services, cloud migration, and data analytics offerings for clients.

Revenue strength Annual revenue in the 10M-25M range signals budget capacity for advisory services, risk management, and scalable ERP/financial software implementations for growth-oriented clients.

Professional network Nine CPAs in a regional firm creates opportunities to target niche industries, succession planning, estate and trust work, and personalized advisory programs to deepen client relationships.