Client services strength Target ERP and SMB clients seeking integrated tax, advisory, and financial planning solutions, leveraging the firm’s full-service capabilities and 40+ years of experience to expand cross-sell opportunities into tax planning, business advisory, and personal financial planning.

Avantax affiliation Leverage the Avantax Planning Partners and Avantax Investment Services relationship to prospect for clients requiring combined accounting, tax optimization, and investment advisory services, highlighting access to specialized financial products and coordinated planning.

Award credibility Promote the Firm of the Year accolade to differentiate in competitive markets, using the recognition to open conversations with prospective mid-market firms seeking proven performance in productivity, client service, and advocacy of partners.

Tech-forward approach Highlight investments in modern technology and digital solutions (Drupal, WordPress, Adobe Experience Cloud, iCIMS, UserWay, Sucuri, Barracuda) to attract technology-conscious clients and to offer scalable, secure, and efficient accounting and advisory services.

Growth profile Position the firm’s mid-range size (11–50 employees) with solid revenue range as an agile alternative to larger firms, targeting growing regional businesses that value personalized service, deep client relationships, and a high-touch advisory model.