Relationship-driven services Target Kingston Ross Pasnak for identifying opportunities to expand advisory services beyond core accounting, emphasizing ongoing guidance and tailored client support to drive cross-sell of management consulting, tax planning, and technology-enabled finance solutions.

mid-market focus Position as a trusted U.S. or multi-location firm for mid-sized enterprises with 51-200 employees and revenue in the $25M-$50M range, offering scalable cloud-based ERP, financial automation, and workflow optimization to improve efficiency and growth readiness.

Technology stack fit Leverage their use of NetSuite and Microsoft 365 with targeted upsell of ERP optimizations, integration services, data analytics, and security/compliance offerings to enhance clients’ digital finance transformation.

Talent and recruitment Engage HR and talent acquisition leaders by offering scalable HR tech, payroll, and compliance services, given their use of iCIMS and ADP, and their likely needs around talent management as they grow.

Competitive landscape Highlight value proposition against peers with similar mid-market revenue: differentiate with personalized service, proactive advisory, and cross-functional solutions that combine accounting, tax, and technology to drive measurable business outcomes.