Trusted CPA Partner Position HSMC Orizon as a proactive, advisory-focused CPA firm serving mid-sized businesses in Kansas City and Omaha, highlighting opportunities to expand advisory services such as strategic planning, financial forecasting, and CXO-level partnering.

Growth Revenue With a reported revenue range of 10M-25M and 51-200 employees, target mid-market companies seeking scalable financial operations, outsourced controllership, and fractional CFO services to sustain growth and improve margins.

Regional Presence Emphasize the firm’s dual metro footprint in Kansas City and Omaha to pursue cross-border client opportunities, competitive bids for regional businesses, and potential referrals from local chambers and business networks.

Leadership Mobility Leverage recent promotions in leadership roles to identify clients who could benefit from enhanced client service management, process improvements, and dedicated account teams, offering onboarding and transition support.

Technology Stack Showcase modern tech usage (HubSpot, Google Analytics, WordPress, Shopify) as a selling point for data-driven insights, marketing analytics, and scalable client portals, while offering services around tech-enabled financial operations and automation.