Longstanding regional CPA Established in 1974 with over four decades of experience and a multi-office footprint in Utah, Gilbert & Stewart presents a stable, trusted partner for local businesses seeking comprehensive accounting, auditing, tax, and information management services.

Full-service offering The firm’s end-to-end capabilities cover audit, tax, financial, accounting, and information management services, creating cross-sell opportunities to clients looking to consolidate financial operations under a single trusted advisor.

Growing client base With 11-50 employees and a history of retaining clients since their early years, there are opportunities to expand services with existing mid-market clients as they scale, including advisory and technology-enabled financial management.

Regional expansion Satellite offices in Heber and American Fork indicate regional growth and potential to partner with local businesses across multiple Utah communities, offering proximity-based service and tailored industry insights.

Tech-enabled services Utilizing a modern tech stack and information management capabilities, the firm can position itself to offer data-driven insights, system integrations, and cloud-based financial solutions to clients seeking efficiency and compliance.