Growth hiring Recent hiring of a Tax Manager and the addition of personnel leadership signals firm expansion and ongoing talent investments, presenting opportunities to upsell advisory services, specialized trainings, and scalable outsourced finance functions for mid-sized clients.

Data security Notable data breach in March 2026 highlights heightened risk management and regulatory notification needs. This creates sales openings for cybersecurity maturity assessments, incident response planning, and forensic/accounting integration services for affected clients and similar firms.

Technology stack Adoption of cloud and collaboration tools (AWS, Microsoft 365, GitHub Copilot, ChatGPT) indicates readiness for modernized workflows. Target clients with digital transformation needs in accounting, payroll, and tax where workflow automation and AI-assisted insights can drive efficiency.

Market focus Firm emphasizes industries like construction, real estate, not-for-profit, healthcare, and international tax planning. Approach potential clients in these sectors offering industry-specific valuation, risk management, and compliance services to deepen engagement.

Revenue potential Mid-market profile with 51-200 employees and revenue in the 100M-250M range positions Kerkering Barberio as a target for extended audit, risk, and advisory engagements, including enterprise risk management, business valuation, and retirement plan consulting.