Growing SMB Network Target Hoyt, Filippetti & Malaghan as a mid-market accounting firm serving local individuals and businesses with a focus on tax management, audits, financial statements, and planning. Their revenue range and employee count suggest expansion opportunities through enhanced advisory services, cloud-based collaboration, and scalable back-office offerings.

Tech Stack Leverage Leverage their use of AWS, Google Cloud, Microsoft 365, Sentry, and CMS platforms (Wix and WordPress) to propose integrated cloud-based accounting, cybersecurity, and workflow automation solutions that streamline client audits, financial reporting, and e-commerce tax compliance.

Sustained Growth Potential With revenue between 10M and 25M and a stated commitment to high standards and seasoned professionals, present value-add services in succession planning, M&A advisory, and CFO-level forecasting to capture more complex client needs and increase share of wallet.

Regional Expansion Position as a leading firm in Southern New England to explore partnership or cross-sell opportunities with similar regional firms or networks, offering scalable back-office support, audit offerings, and technology modernization to expand footprint.

Talent & Ops Optimization Their emphasis on hiring seasoned tax professionals via BambooHR indicates an openness to HR tech, payroll optimization, and training services.Pitch value in talent management solutions, compliance training, and knowledge management to improve retention and service quality.