Mid-size Firm Target Haynes Downard as a regional mid-sized public accounting firm with 11-50 employees and revenue in the 25-50 million range for cross-sell of audit, tax, and advisory services to complement their full-service offerings.

Regional Footprint Focus on their Birmingham and Jasper offices to tailor locally relevant services, including regulatory compliance, state-specific tax planning, and industry-specific guidance to strengthen their market position in Alabama.

Tech Enablement Leverage their tech stack usage (AWS, Microsoft 365, Snowplow, Brevo, Duda, jQuery, MobX, Modernizr) to propose modern data analytics, cloud-based security audits, CRM-driven outreach, and digital transformation consulting.

Growth Readiness With revenue in bounds for growth, present scalable outsourcing options, managed accounting, outplacement of periodic audits, and governance advisory to support potential mergers, acquisitions, or client onboarding growth.

Strategic Partnerships Position as a strategic partner for regulatory compliance, litigation support, and management consulting to expand value-added services, differentiate from peers, and support client expansion in highly regulated industries.