Growth through merger Homchick Smith & Associates has recently merged with Larson Gross, expanding geographic reach and service capacity. This presents cross-sell opportunities to onboard Larson Gross clients and offer integrated accounting, tax, payroll, and advisory services across a broader Northwest footprint.

Private practice scale With a revenue range of $25M to $50M and a boutique-to-mid-tier firm profile, there is potential to upsell larger client services such as advanced advisory, outsourced CFO, and specialized industry solutions to mid-market companies seeking scalable, personalized accounting leadership.

Diverse client base Serving sectors from manufacturing and government to nonprofit and real estate within the Pacific Northwest, there are targeted opportunities to deepen engagements in high-growth industries like healthcare, real estate, and wholesale through tailored tax planning, compliance, and financial optimization services.

Tech-enabled offerings Existing tech stack including QuickBooks, AWS, Microsoft 365, and analytics tools suggests readiness for cloud-based bookkeeping, data analytics, and cybersecurity services. Propose managed cloud accounting, data migration, and scalable ERP integration to attract tech-forward clients.

Talent expansion Recent hiring activity and the addition of new accountants indicate active capacity to take on more engagements. This enables proactive outreach for new client onboarding, onboarding process optimization, and expanded services such as payroll, benefits consulting, and retirement planning for growing firms.