Growing foothold Target Johnson O’Connor as a mid-sized regional firm with national and international capabilities through AGN; position as a potential partner for scalable tax, assurance, M&A, and retirement plan administration services to expand their cross-border and multi-state footprint.

Audit and advisory Leverage their emphasis on comprehensive services by offering integrated tech-enabled audit, risk advisory, and financial planning solutions that complement their existing tax and consulting offerings.

Tech enablement Capitalize on their current tech stack and suggest advanced cloud-based accounting, analytics, and client portal tools to improve efficiency, client collaboration, and data security for mid-market clients.

Brand expansion Propose marketing and digital transformation services aligned with their 2016 branding refresh to sustain growth, lead generation, and enhanced market presence in the Greater Boston area and beyond.

Expansion readiness Position services around mergers and acquisitions support, integration of third-party retirement plan administration, and scalable back-office solutions to support client expansion and succession planning for family-owned and entrepreneurial businesses.