Growth opportunity Mid-market accounting firm in Puget Sound with revenue in the 10-25M range and a growing team. Potential upsell to advisory services, CFO consulting, and scalable financial management systems as they expand.

Talent expansion Regular hiring activity shows a need for scalable HR, payroll, and onboarding solutions. Opportunity to offer HR compliance, payroll processing enhancements, and training services to support a growing CPA practice.

Tech stack Existing web tech stack includes WordPress, jQuery, PHP and analytics integrations. Upsell on modern practice management integrations, security hardening, data analytics capabilities, and client portal improvements.

Regional focus Strong Puget Sound footprint with personalized client service. Position as a local partner for regulatory updates, tax planning, and industry-specific compliance to deepen client relationships and cross-sell services.

Financial health Revenues in the lower-mid market with potential for scalable profitability through process optimization, managed services, and fractional leadership. Present services around profitability analytics, utilization optimization, and recurring advisory engagements.