Attest Cross-Sell Opportunity to cross-sell attest services through AAPG to current clients seeking independent audits, broadening the service mix beyond tax and consulting.

Regional Growth Target Roanoke and nearby markets with growth-focused tax planning and advisory for mid-market manufacturers and service firms; position as the destination firm with proactive, strategic guidance.

Security Modernization Offer cybersecurity assessments and cloud modernization services to clients leveraging the current tech stack, including security hardening, compliance readiness, and risk assessments.

Ecommerce Tax Capitalize on Wix eCommerce usage by providing specialized online sales tax compliance, nexus assessment, and tax automation for clients with digital storefronts.

Partnership Network Leverage the firm’s collaborative culture and alliance with Aline to build a referral network with law firms, technology providers, and local SMB associations to source new clients.