Government focus Specialize in auditing and attestation for governmental agencies, municipalities, and non-profits, presenting a targeted sales entry point to public sector finance departments and compliance teams.

Trusted relationships Long-tenured client relationships and a reputation for service excellence suggest opportunities to upsell additional audit, attestation, or related advisory services to existing government and non-profit clients.

Leadership growth Recent promotions to audit senior and partner indicate a mid-market growth trajectory and potential for expanding service offerings through expanded engagement scopes and advisory roles.

Tech-enabled Utilizes common tech stack (C3.js, Squarespace, WordPress, MySQL, Microsoft 365, etc.) which can be leveraged to demonstrate efficiency, client portals, and streamlined reporting in proposals.

Financial scale Revenue in the range of $10M–$25M with 11–50 employees signals an SMB target with scalable needs for compliance, internal controls, ERP integration, and potential cross-sell of broader assurance and consulting services.