Growth Potential Mid-size accounting firm with 11-50 employees and annual revenue in the 10M-25M range presents an opportunity to upsell additional advisory services such as tax optimization, CFO and outsourced accounting, and IT controls assessments to support scalable growth.

Tech Stack Fit EDI: Leeper Kean & Rumley already leverages cloud and security tools (Google Cloud, Cloudflare, Azure, Mimecast). Present a security, cloud migration, and data analytics assessment to expand managed services and cybersecurity offerings for finance operations.

Geographic Focus Based in Greensboro NC with a client footprint likely in similar markets; pursue regional expansion partnerships, industry specialization (mid-market SMBs), and local government or nonprofit accounting opportunities to broaden client base.

Revenue Upsell With a revenue band of 10-25M, target value-added services such as fractional CFO, financial planning and analysis, and audit readiness programs to deepen wallet share among existing clients and attract growth-stage businesses.

Industry Positioning Position as a technically advanced, client-focused CPA firm for closely-held businesses; differentiate through modern tax, audit, and consulting offerings to compete with larger regional firms and capture mid-market SMB clients seeking personalized service.