Expanded capabilities Kurtz & Company has merged with Moss Adams, expanding from a small to a large firm with access to over 3,800 professionals across 30 plus locations, signaling opportunities to upsell broader accounting, consulting, and wealth management services.

Holistic client offering The combined firm emphasizes a holistic client experience with integrated accounting, consulting, and wealth management services, creating sales angles for cross-selling and bundled service packages.

Technology stack Utilizes modern tools including Power Apps, Nessus, Wix, MongoDB, Zendesk, Asana, Smartsheet, and Siteimprove, suggesting a readiness for digital transformation projects, security assessments, and workflow optimization engagements.

Market position As part of Moss Adams, the firm sits within a nationally recognized network, presenting a credible platform for selling larger-scale engagements, multi-location deployments, and industry-specific advisory services.

Growth and activity Frequent leadership changes and strategic acquisitions within the Moss Adams ecosystem indicate a dynamic growth trajectory, offering opportunities to present scalable solutions aligned with ongoing integration and capability expansion.