Public sector focus Target government entities and public sector clients (School Districts, Special Districts, Joint Powers Authorities, Government Insurance Pools) in California, Oregon, Washington, and Alaska to align services with their auditing, tax, accounting and consulting needs.

Compliance expansion Leverage CPA certification recognition for captive insurance clients in Utah to cross-sell specialized assurance and regulatory services across adjacent state markets.

Tech enabled Highlight the firm’s technology stack (Sage Intacct, QuickBooks, AWS, analytics tools) to position as a modern, efficient advisor capable of scalable solutions for mid-size public and nonprofit entities with complex reporting.

Growth potential With revenue in the mid range and a growth posture evidenced by talent recruitment in CPAs, auditors, and accountants, pursue expanded services in auditing, tax, and consulting for new regional public sector and nonprofit clients.

Strategic partnerships Opportunity to form alliances with related firms and vendors serving public entities and nonprofits to bundle audit, tax and consulting offerings, increasing cross-sell and referral potential within existing networks.