Midmarket Focus Target closely held middle market and small SEC registrants that Downey & Company already serves, offering scalable accounting, tax, audit and consulting solutions to expand wallet share within existing client segments.

Industry Specialization Leverage strengths in auto dealership, non-profit, emerging growth, international expansion and employee benefit plans to cross-sell specialized services such as Sarbanes-Oxley compliance and cross-industry advisory for growth and risk management.

Compliance Growth Position SOX compliance and internal control services as a growth driver for mid-size firms preparing for funding rounds or public readiness, aligning with clients undergoing regulatory and governance enhancements.

Tech Enablement Highlight modernized service delivery leveraging Microsoft 365, Google Cloud and secure development practices (Sentry, HSTS) to appeal to tech-forward clients seeking efficient, compliant accounting operations and outsourced IT controls.

Regional Proximity Emphasize Boston-area location in Braintree to win clients seeking local CPA partnerships with easy engagement, rapid responsiveness, and potential referrals within the Northeast midmarket ecosystem.