Public sector focus Target government entities and school districts in the West Coast states (CA, OR, WA, AK) where James Marta & Company already serves, highlighting opportunities in auditing, tax, and consulting for public money management and transparency.

CPA expansion Leverage their ongoing recruitment of CPAs, auditors, and accountants to position a consultative sales approach around staffing support, outsourced compliance, and internal controls for clients facing regulatory or policy changes.

Tech stack leverage Offer value-added services that align with their technology tools (Sage Intacct, QuickBooks, AWS, analytics platforms) to enhance reporting accuracy, data migration, cloud hosting, and cybersecurity for public and non-profit clients.

Regulatory growth Capitalize on the CPA authorization by Utah Insurance Department to serve captive insurance companies, identifying cross-sell opportunities in risk management, actuarial reviews, and specialized audits for insurers and related entities.

Revenue anchor Position mid-market government and non-profit clients with revenue ranges similar to their current $10M–$25M footprint for scalable services in auditing, tax compliance, and financial consulting to drive efficiency and transparency.