Growth through acquisitions DGPerry has pursued strategic expansion by acquiring Hacksteer in 2025 and expanding its geographic footprint into New York through a management agreement, presenting an opportunity to cross-sell services to newly integrated client portfolios and map potential integration synergies.

Integrated client portal The launch of an intranet portal and new workflow platforms AuditDashboard and SafeSend signal a modernized, client-centric service delivery model that can be leveraged to upsell digital collaboration tools, secure document exchange, and efficiency improvements to current and prospective clients.

Cross-state footprint With offices in Florida, Ohio, Pennsylvania, and New York and recent growth in New York via the Basile partnership, there is a clear cross-state expansion narrative ripe for targeting multi-state clients needing coordinated national accounting, tax, and advisory support.

Mid-market traction Positioned as a top national accounting firm with revenue in the high seven figures to low nine figures range and a team of 150+, DGPerry can be positioned for premium mid-market services, including diversified management advisory, specialized audits, and complex tax planning for growing companies.

Tech-enabled advisory A tech stack featuring OpenAI, Microsoft Azure, and modern collaboration tools indicates readiness for analytics, automation, and AI-assisted advisory services, offering opportunities to package data-driven consulting, risk assessment, and efficiency optimization for prospective clients.