Growth potential Mid-market CPA firm with revenue between 50M and 100M and five Ohio locations presents opportunities to expand advisory services, including private business advisory, transaction support, and healthcare consulting to healthcare providers and manufacturing clients in the region.

Technology leverage Firm relies on Microsoft 365 and common productivity tools, suggesting opportunities to introduce cloud-based workflow optimization, data analytics, cybersecurity, and digital transformation services to enhance efficiency for client accounting and revenue cycle processes.

Industry focus Strong emphasis on accounting, auditing, tax strategies, and specialized practice areas such as fraud & forensic accounting and revenue cycle consulting; approach to cross-sell compliance, risk management, and operational improvements across mid-market segments.

Competitive positioning As a top 300 firm with multiple Ohio offices, HW&Co can position as a regional leader for outsourced CFO, M&A advisory, and healthcare finance, offering scalable solutions to mid-size firms seeking level-appropriate strategic expertise.

Client-centric sales Emphasize listening to client challenges and co-develop innovative solutions, enabling inroads for problem-solving services such as litigation support, fraud risk assessment, and revenue optimization tailored to existing client bases and new market segments.