Valued Expertise Growing valuation and forensic accounting capabilities through the addition of Shelley Adams Drury, CPA, CVA, ABV, CFF signals an opportunity to cross-sell advanced advisory services to clients needing litigation support, business valuation and complex financial analysis.

Midmarket Focus Revenue in the $25M–$50M range and a Tacoma-based firm serving privately-held and not-for-profit clients suggest targeting midmarket organizations with needs for audit, tax, and strategic advisory, including compliance updates and efficiency improvements.

Growth Readiness Recent hire indicates capacity to scale advisory offerings; leverage this momentum to position JSP for multi-service engagements, bundling audit, tax, and valuation services to larger, growth-focused clients.

Tech-Enabled Utilize JSP’s tech stack—analytics tracking, data-driven insights, and collaborative tools—to tailor data-driven proposals, demonstrate value, and improve client onboarding and ongoing engagement.

Strategic Expansion With a long-standing presence since 1982 and a focus on evolving accounting standards, there is an opportunity to target not-for-profits and private companies pursuing compliance modernization, process improvements, and digital transformation.