Personalized Service Offering Haverlock Estey & Curran provides customized accounting solutions tailored to individual client needs, presenting opportunities to upsell specialized advisory or planning services such as retirement planning or business startup support.

Technology Adoption The firm utilizes a modern tech stack including Progressive Web Apps and Google Analytics, indicating openness to integrating advanced technology solutions, which opens avenues for offering new SaaS tools or digital transformation services.

Mid-Sized Market Focus With a team of 11-50 employees, the company operates in a competitive middle-market segment, ideal for targeted marketing of scalable solutions, industry-specific software, and professional development offerings.

Growth Support Services Given their broad service range from startup to retirement planning, there is potential to develop or promote industry-specific financial tools, compliance services, or niche expertise to deepen client relationships.

Competitive Landscape Positioned alongside larger firms like Deloitte and KPMG, Haverlock Estey & Curran can differentiate by emphasizing personalized service and local market expertise, providing opportunities for competitive advantages through tailored consulting packages.