Growth Opportunity Mid-size financial services firm with multi-state presence (Des Moines and San Francisco) and a revenue range of 10M-25M. Potential up-sell opportunities in advisory services, audit, tax, and regulatory compliance as they scale and consider further geographic expansion.

Tech Enablement Current tech stack includes AWS, Webpack, Squarespace Commerce, Microsoft 365, and modern front-end tools. Opportunity to offer cloud-based managed services, data analytics, cybersecurity, and ERP/CRM integration to improve efficiency and client delivery.

Growth Focus Expansion into California since 2015 signals appetite for growth beyond Iowa. Potential to partner on additional regional expansion, succession planning services, and scalable outsourcing for finance, accounting, and compliance as client base grows.

Client Segments Serves entrepreneurs, individuals, non-profits, financial institutions and diverse industries. Cross-sell opportunities across services such as internal controls, risk assessment, tax optimization for businesses, and niche industry-focused offerings (tech, manufacturing, professional services).

Firm Capabilities Small firm with large-firm expertise and competitive pricing. Position as a cost-efficient alternative for high-value accounting, advisory, and compliance work; leverage partnership pedigree to win larger engagements and long-term retainer relationships.