Regional CPA Growth A mid-sized accounting firm with a regional footprint (Racine, Kenosha, Brookfield, Paddock Lake) and a history dating to 1935. Opportunity: connect with local and nearby businesses seeking trusted, long-standing accounting partners for sector-specific services and flexible engagement models.

Tech-Forward Services Adoption of cloud and digital tools (AWS, Google Cloud, Oracle Cloud, Microsoft 365, Snowplow, Duda, AudioEye) signals readiness for modernized workflows. Opportunity: upsell cloud-based advisory, data analytics, cybersecurity, and digital transformation consulting to enhance efficiency and compliance.

Revenue Scale Current revenue range $10M–$25M with 11–50 employees places the firm in a lucrative mid-market niche. Opportunity: target growing small to mid-market companies needing scalable accounting, audit, and tax services with personalized attention.

Industry Positioning Competitive landscape includes large, national firms with high headcount. Opportunity: emphasize local market knowledge, tailored industry insights, and cost-effective, attentive service as differentiators to win mid-market clients.

Growth Targets Presence in multiple Wisconsin communities and potential capacity to expand services implies readiness for cross-sell of advisory, tax planning, and IT-enabled audit services. Opportunity: initiate multi-service proposals, leveraging existing tech stack to demonstrate measurable client value.