Mid-market focus Target similar mid-market CPA and consulting firms in accounting and advisory services to explore cross-sell of tax, audit, risk, and IT consulting offerings.

Growth potential With revenue in the 10M-25M range and 11-50 employees, position services around scalable risk management, regulatory compliance, and process improvements to support growth and expansion plans.

Tech enablement Leverage their current tech stack and digital presence to propose cloud-based compliance solutions, IT controls, and data analytics capabilities that align with Microsoft 365, WordPress, and web analytics.

Public market peers Competitive landscape includes firms of various sizes; use benchmarking to tailor value propositions around cost efficiency, audit quality, and scalable advisory services to differentiate from peers.

Sustainability & governance Offer risk and compliance enhancements, internal controls, and governance programs to help the firm advise clients on evolving regulatory requirements and sustainable growth strategies.