Expanded Resources Kurtz & Company has joined Moss Adams, expanding its resource base to over 3,800 professionals across 30 locations. This presents sales opportunities to upsell additional accounting, consulting, and wealth management services, and cross-sell to a broader client footprint.

Holistic Offer The merger enables a more integrated client experience with expanded capabilities in accounting, consulting, and wealth management. Leverage this to propose bundled solutions and end-to-end engagements that address client needs beyond traditional accounting.

Technology Stack Current tech touches include html5media, SAS, Dell Boomi, Microsoft Power Query, Zoho Mail, Google Fonts API, Pardot, and DemandTools. There are opportunities to pitch modernization projects, data integration, CRM/marketing automation improvements, and analytics initiatives.

Growth Signals Recent notable activity includes leadership moves in the broader Moss Adams network, acquisitions, and expanded wealth management investments. Use these signals to position scalable services for growing mid-market clients and firms in transition.

Mid-market Focus Reported revenue range is in the small to mid-market bracket ($1M-$10M). Target similarly sized firms or departments within larger entities seeking scalable, cost-effective accounting and advisory services as they mature and consolidate.