Strategic Growth The firm recently joined Plante Moran, signaling a major strategic expansion and integration. This presents cross-sell opportunities across Plante Moran’s broader client base including audit, tax, technology, and consulting services in public and private sectors.

Regional Leader As the fifth largest firm headquartered in the Western U.S. with a strong roster of CPAs and multiple offices, there is potential to leverage this regional leadership to win mid-market to large clients seeking scale, reliability, and established industry expertise.

Awarded Workplace Multiple workplace excellence recognitions suggest a strong employer brand. This can be used to approach risk-averse clients prioritizing robust governance, talent continuity, and high-quality client service delivered by stable teams.

Tech Enablement A tech stack featuring ASP.NET, jQuery, Bootstrap, Google Analytics, and Modernizr indicates ability to support digital transformation, data analytics, and cloud-based audit/tax workflows—opportunities to upsell technology and automation services.

Financial Footing Revenue in the mid-range private firm category and a sizable employee base imply capacity for new engagements without compromising service levels. Engage prospects with scalable solutions for growth, compliance, and efficiency improvements.