Strong referrals Leverage the high referral-driven growth and 87% likelihood of recommending the firm to expand partner-led services, cross-sell tax planning, and advisory offerings to existing networks and clients of referral sources.

Top firm positioning Target opportunities to serve mid-market clients seeking credible, nationally recognized peers, highlighting Hauser Jones & Sas as a top 100 U.S. accounting firm in size and strength for competitive positioning in proposals and marketing.

Senior-access advantage Emphasize the firms’ hands-on senior-partner involvement to win clients requiring direct, timely guidance on complex issues, including audits, tax, and strategic planning, with a focus on long-term relationships.

Growth by collaboration Capitalize on recent strategic alliance with Opsahl Dawson & Co to pitch joint service expansions, cross-regional capabilities, and enhanced service breadth to existing and prospective clients.

People-led value Position HJS as a durable, people-first firm with high employee retention and a strong workplace reputation to attract clients prioritizing stable teams, continuity, and trusted partnerships in long-term engagements.