Strategic Merger Leverage the 2014 merger that expanded service offerings and integrated capabilities to cross-sell assurance, tax, consulting, and client accounting services to mid-market Mississippi clients.

BD Collaboration Capitalize on the Barfield, Murphy, Shank & Smith LLC partnership to position Haddox Reid as a regional hub for expanded CPA and advisory resources, targeting clients seeking larger-firm breadth with local accessibility.

BD Alliance Highlight the firm’s independent BDO Alliance membership to reassure prospects about access to national resources and technical depth while maintaining cost-effective, personalized service.

Growth Target With revenue in the mid-range of 10 to 25 million and a 50–200 employee base, target mid-market privately held businesses, nonprofits, and governmental entities in Mississippi that value high-quality service with a personal touch.

Technology Enablement Promote the tech stack including Google Cloud, MySQL, and analytics to offer data-driven insights, scalable cloud-based accounting, and efficient client reporting to attract tech-forward firms and public entities.