Growth potential Mid-market Portland CPA firm with revenue between 10M and 25M presents an opportunity to cross-sell advisory services such as cloud-based accounting, tax planning, and financial statement services to growing small and mid-sized businesses that value a large-firm expertise in a smaller, relationship-focused setting.

Tax enforcement niche Firm highlights strong capability in IRS and state tax matters including completing more than 250 Offers in Compromise, suggesting potential for expanding services in tax resolution, controversy support, and strategic tax planning for clients facing audits or disputes.

Leadership depth A leadership pool with over 300 years of combined senior experience across current and former partners provides a compelling story for premium advisory engagements, succession planning services, and executive-level consulting for firm clients seeking seasoned oversight.

Retirement-friendly model No forced retirement age and a culture that supports semi-retirement for veteran CPAs can be leveraged to offer continuity-focused services, knowledge transfer programs, and niche consulting for firms seeking stable, long-term engagement partners.

Tech and integration Adoption of a modern tech stack including Microsoft 365, ProSites, and analytics tools positions the firm to market efficient, scalable outsourced finance functions, ERP-adjacent services, and digital collaboration offerings to clients pursuing modernization.