Local Stronghold Dermody, Burke & Brown is a long-standing, locally owned CPA with multiple Syracusian area offices and a strong emphasis on serving privately held businesses, indicating opportunities for targeted regional accounting, tax, and advisory services.

Mid Market Focus With revenue in the 50-100 million range and a staff of around 90, the firm sits in the mid-market segment, suggesting sales opportunities in outsourced accounting, audit, tax, valuations, and CFO/financial advisory for growing private companies.

Tech Stack Use Adoption of QuickBooks Online, Google Ads, iCIMS, Drupal and other tools points to a modern, tech-savvy client base; opportunities exist to offer cloud-based accounting solutions, ERP integration, cybersecurity auditing, and marketing/IT consulting services.

Growth Path Recent hires in 2022 and awards in 2023 signal active growth and leadership investments; leverage this momentum to propose scalable services for expansion, internal controls optimization, pension administration, and succession planning for client firms.

Offer Expansion Diversity of services including pension administration, valuations, financial services, and IT consulting opens doors to cross-sell bundled packages (audit+valuation+tech advisory) to privately held clients seeking one-stop advisory solutions.