Mid-market focused Target a mid-market client base in the Portland metro with growth needs in accounting, tax, and advisory services, leveraging Fordham & Co, LLP's 50+ years local presence and established client relationships.

Growth opportunity With revenue in the 10-25 million range and a small to midsize employee base, position: scalable outsourcing, cloud accounting, and automated reporting to improve efficiency for expanding clients.

Technology leverage Highlight capabilities around cloud-enabled tools and modern tech stack usage (Google Analytics, Tag Manager, Vue.js, Maps) to offer data-driven financial insights, digital marketing analytics for clients, and integrated workflow improvements.

Competitive positioning Differentiate from larger firms by emphasizing local expertise in Washington County and Greater Portland, hands-on partner access, and cost-effective services suited to regional businesses seeking personalized attention.

Expansion prospects Propose advisory packages for owner-led businesses considering scaling operations, succession planning, and regulatory changes, with a focus on maintaining local relationships while adopting scalable processes.