Regional Expertise Target mid-sized regional firms like Jones, Cochenour & Co. that serve specialized industries (construction, healthcare, not-for-profit, real estate, HUD) in Great Central and Southeastern Ohio with tailored accounting, auditing, and consulting services.

Growth Potential Leverage their revenue tier and employee size (11-50 staff, $10M–$25M revenue) to position scalable outsourced services, succession planning, and advisory offerings to support expansion and capital projects.

Tech Enablement Offer value-adds around cloud-based collaboration, data analytics, and secure document management leveraging their tech stack (Microsoft 365, Google Maps, Cloudinary) to improve workflow efficiency and GAAP/ERP conversions.

Industry Specialization Propose targeted solutions for their key industries (construction, healthcare, not-for-profit, real estate, HUD) such as construction cost accounting, healthcare revenue cycle optimization, and real estate tax compliance.

Strategic Partnerships Position as a partner for growth with scalable services including estate planning, employee benefits plan services, and payroll checkwriting to broaden their value proposition and cross-sell consulting and advisory offerings.