Enhanced Service Portfolio Following its acquisition by CBIZ and Mayer Hoffman McCann, Lewis, Birch & Ricardo now offers access to an expanded range of business services and solutions, creating opportunities to cross-sell additional consulting, audit, and advisory services to existing clients.

Strategic Growth Opportunity With the company integrating into a larger national firm with a strong presence in Tampa Bay, there is potential to target new clients in the local market who could benefit from the combined expertise and resources, especially in areas like attest and non-attest services.

Technology Adoption The company's use of diverse tech tools such as Google Fonts API, Lua, Nginx, and OpenResty indicates an active engagement with modern technology stacks, opening doors for collaborations in financial technology or IT infrastructure projects.

Market Expansion As part of a well-established regional player, there are opportunities to introduce new service lines, such as digital transformation consulting or industry-specific solutions, targeting SMB clients within Tampa Bay and beyond.

Client Relationship Expansion Given the company's local roots and long-standing relationships in Tampa Bay, outreach efforts can focus on strengthening ties with current clients and leveraging the firm's expanded resources to upsell value-added services like financial planning, performance management, or compliance consulting.