Growing CFO needs HW&Co. operates as a multi-location accounting and advisory firm with a revenue range of 50-100 million and a diverse service mix including accounting, tax strategies, private business advisory, healthcare, transaction advisory, and forensic accounting. This combination indicates ongoing demand for strategic financial leadership and advisory services that SDs can target with value-added CFO and business optimization engagements.

Midmarket focus With 11-50 employees and being an award-winning top 300 firm, HW&Co. positions itself in the mid-market segment that frequently seeks scalable, partner-led services beyond transactional work. This creates opportunities for targeted sales pitches around scalable outsourcing, fractional leadership, and enhanced internal controls for growing private companies.

Technology leverage The firm’s tech stack is centered on Microsoft 365 and related productivity tools, suggesting openness to digital transformation initiatives. Prospects could be walked through modernized workflows, cloud-based reporting, data analytics, and automation that align with HW&Co.’s advisory capabilities to improve efficiency and decision making.

Healthcare and forensics Service areas include healthcare, fraud & forensic accounting, and revenue cycle consulting. This signals opportunities to cross-sell specialized risk management, compliance, and revenue cycle optimization services to healthcare providers and mid-sized firms facing regulatory and financial scrutiny.

Growth and expansion Multiple locations in Ohio and a growth-oriented profile suggest HW&Co. may pursue geographic or service-line expansion. Sales plays can emphasize scalable, cross-location collaboration, shared services, and new market entry support for clients looking to consolidate accounting and advisory services across regions.