Firm scale Medium-sized accounting and consulting firm with 11-50 employees and revenue in the $25M-$50M range, indicating opportunities for advisory services that scale with client complexity and growth.

Full service Offers tax, accounting, auditing, bookkeeping, business consulting, estates and trusts, fraud examinations, and valuations, creating cross-sell potential across multiple financial services.

Regional focus Locations in Jackson and Lansing, Michigan present a foothold in Michigan SMBs, suggesting targeted outreach to mid-market clients in state-focused industries and succession planning opportunities.

Tech footprint Current tech stack includes jQuery, signaling an evolving but possibly legacy digital footprint; potential for modernization projects, data analytics, and cloud-based workflow enhancements to improve efficiency.

Revenue signals Healthy revenue bracket alongside a competitive landscape with large regional firms; opportunity to position value-led services such as fraud risk assessment, business valuations, and tax optimization to capture market share from bigger firms.