Growing SMB Firm Established in 1981 with 11-50 employees and revenue in the $25M-$50M range, Greear Kramer Monaghan PS presents a sizeable mid-market accounting practice ideal for scalable advisory services such as outsourced CFO, tax strategy, and cloud-based accounting implementations to drive efficiency and profitability for similar firms.

Private Companies Focus As a member of the Private Companies Practice Section of the AICPA and participation in peer review, there is a market opportunity to offer governance, internal controls modernization, and risk assessment services to private companies seeking credible assurance and compliance uplift.

Tech Stack Leverage Utilizes AWS, Webflow, Box, KnowBe4 and other tools, indicating openness to technology-enabled services. Sales priorities could include cloud accounting migrations, cybersecurity training for staff, data migration projects, and integrated financial systems workflows.

Tax and Advisory Growth The firm emphasizes tax burden reduction and personalized advisory. There is potential for expanded services in proactive tax planning, year-round consulting, and industry-specific tax compliance programs to deepen client relationships and increase annual recurring revenues.

Regional Presence With a longstanding Vancouver WA footprint and community reputation, target local and regional mid-market businesses seeking trusted CPAs for ongoing accounting, business management, and succession planning services, plus potential cross-sell to nearby firms seeking partner referrals.