Growth potential Mid-sized accounting firm with revenue between 1M to 10M and a long-standing presence in the Washington metropolitan area presents an opportunity to upsell tax planning, advisory services, and expanded compliance offerings to individuals and corporations seeking sophisticated support.

Global reach Despite a regional focus, Katz & Co. positions itself as serving clients around the globe, signaling potential demand for international tax services, cross-border compliance, and assistance with multi-jurisdictional accounting needs.

Experience edge A team with over a century of combined public accounting experience can be leveraged to target complex tax strategies, R&D credits, mergers and acquisitions support, and specialized industries, positioning for premium advisory engagements.

Strategic expansion As a smaller firm in a field dominated by large networks, opportunities exist to pursue partner programs, outsourced CFO services, and scalable outsourced accounting solutions to attract mid-market clients seeking personalized attention with robust expertise.

Talent value A strong emphasis on team expertise presents a sales angle around ongoing professional development, succession planning, and high-touch client service models to attract clients who prioritize reliability, accuracy, and depth of knowledge.