Growth potential Mid-sized accounting firm with revenue between one and ten million and a growing profile across the DC-Baltimore corridor presents cross-sell opportunities for tax planning, auditing, and advisory services to SMBs expanding operations.

Tech-enabled Uses multiple cloud and collaboration tools (Microsoft 365, Google Cloud, Sentry) and is a Certified QuickBooks Advisor, signaling openness to technology-led solutions, API integrations, and workflow automation to improve efficiency.

Client services Positions as full-service firm for individuals, businesses, and estates/trusts with a focus on high-quality, big-picture accounting, which aligns with upsell of advisory, succession planning, and wealth management services.

Regional focus Located between Washington, DC and Baltimore with Annapolis footprint, offering a gateway for expansion of firms targeting government contractors, professional services, and mid-market clients in the Mid-Atlantic.

Operational footprint Small to mid-sized team (11-50 employees) suggests capacity for scalable services and potential partnerships for back-office outsourcing, payroll, and outsourced accounting solutions to broaden service lines.