Acquisition integration There is an ongoing acquisition where the non-attest business of Lewis, Birch & Ricardo has been acquired by CBIZ MHM Tampa Bay, suggesting a need for cross-sell of broad accounting, consulting, and back-office services to clients transitioning post-merger.

Expanded service access Post-transaction clients gain access to enhanced resources and an expanded range of business services through the combined CBIZ MHM network, creating opportunities to upsell advisory, tax, audit, and specialty services.

Midmarket footprint With 11-50 employees and revenue in the low millions, the firm operates in the midmarket segment, indicating sales potential for scalable solutions and outsourced finance functions tailored to growing mid-sized businesses.

Strategic fit Alignment with Mayer Hoffman McCann P.C. for attest services signals a coordinated opportunity to present integrated solutions across attest, non-attest, and advisory offerings to existing clients and the merged entity’s clientele.

Tech and workflow The listed technology stack (Google Fonts API, Lua, OpenResty, Nginx, Apache) points to modernized and adaptable IT infrastructure, suggesting opportunities to propose cloud-based ERP, data analytics, and workflow optimization offerings to improve efficiency.