Mid-sized CPA Target Kelley Sammons Toole & Ellison, a mid-sized Atlanta CPA and business consulting firm with 11-50 employees and annual revenue in the 10–25 million range for tailored services such as outsourced accounting, tax planning, and advisory engagements.

Local market Leverage their Atlanta base to propose regional expansion support, optimized compliance, and local audit readiness projects, including industry-specific benchmarking and tax strategy aligned with Georgia business incentives.

Tech stack Position offerings around cloud-enabled finance transformation, leveraging their existing Google Cloud and modern tech footprint to propose automation, data analytics, dashboards, and secure data workflows.

Growth potential With revenue in the mid-range and growth ambitions implicit in a mid-sized firm, present strategic services such as team optimization, process improvement, client onboarding automation, and scalable back-office solutions to sustain expansion.

Competitive landscape Highlight differentiation from larger national firms by offering personalized, responsive service and mid-market expertise; pursue partnerships around business advisory, risk management, and regulatory compliance to win retainers and recurring engagements.