Small to mid-market focus Dyer & Associates, P.C. serves small businesses and individuals with a boutique approach, presenting an opportunity to upsell scalable cloud accounting, payroll, and advisory services as client needs grow.

Integrated tech stack Utilizes iCIMS, AWS, Google Workspace and security tools like KnowBe4, indicating readiness for modernization projects, cloud migration, data security enhancements, and employee training programs for clients.

Compliance and assurance Specializes in audit, tax and advisory services which can be expanded to offer SOC 1/2 readiness, internal controls optimization, and specialized compliance solutions for evolving regulatory environments.

Stable yet scalable Established since 1987 with revenue in the 1M–10M range and a lean employee base, suggesting opportunities to introduce scalable services such as outsourced CFO, ongoing bookkeeping, and fractional accounting leadership.

Local relationship leverage Strong client relationship focus and local presence in Kensington, MD present a chance to propose geographic expansion playbooks, referral networks, and cross-sell to nearby small businesses and owner-operators.