Strategic partnerships Eric Does Data is a Microsoft Certified Partner (Silver) and an authorized reseller with deep expertise in Power Platform, Power BI, and O365/M365 migrations. This positions the company as a strong partner for accounting firms seeking to modernize reporting, governance, and collaboration capabilities, presenting a cross-sell opportunity for additional Microsoft product adoption.

Real-time BI focus The firm specializes in interactive, real-time reporting through Power BI and unified scorecards for accounting projects. This emphasis aligns well with firms undergoing digital transformation and needing faster, data-driven decision making, signaling potential upsell into broader BI/data analytics engagements and ongoing managed services.

Industry-aligned partnerships Recent collaboration with Wolters Kluwer tools and integration with CCH Axcess indicates a strong foothold in the accounting and tax services ecosystem. This creates a sales opening to partner with other large ERP/tax software vendors and launch joint go-to-market programs for integrated workflows.

SMB to mid-market focus With 11-50 employees and mid-market service offerings, the company serves small to mid-sized accounting firms needing scalable, custom tech solutions. This presents opportunities to upsell standardized packages, ongoing maintenance, security, and compliance services as clients scale.

Social impact footprint Active partnerships with the American Cancer Society and Relay for Life signal strong community engagement and a people-centric brand. Leverage these CSR initiatives in outreach to like-minded firms seeking vendors with values, potentially easing procurement discussions and enabling collaborative CSR/tech initiatives.