Acquisition Expansion Squire & Company acquisition of HintonBurdick signals potential cross-sell opportunities across broader Intermountain West markets and adjacent regions, enabling joint service offerings and expanded client footprints.

Full-Service Advantage As the area’s largest full-service CPA firm with tax planning, year-round support, and advisory capabilities, there are upsell opportunities for ongoing bookkeeping, payroll, and advisory services to existing clients transitioning from seasonal tax providers.

Tech-Enabled Efficiency Current tech stack (QuickBooks Online, Microsoft 365, Shopify, Stripe, WP Engine, Hotjar, Piwik PRO) supports scalable service delivery; leverage to upsell cloud-based accounting, e-commerce bookkeeping, and digital tax planning for SMBs and e-commerce businesses.

Midmarket Target Revenue in the mid-range and employee count suggests a strong position to pursue midmarket clients seeking compliant tax planning, multi-state filings, and complex tax strategies beyond simple returns.

Growth Readiness Recent expansion through acquisition and a sizable revenue base indicate readiness for bundled service packages, ongoing client reviews, and referral-driven growth with partners or affiliated networks.