Regional Leadership Lumsden McCormick CPA is a prominent locally owned CPA firm in Western New York serving a diverse client base including commercial, nonprofit, governmental, and individual clients, presenting opportunities for tailored service solutions within the regional market.

Service Diversification The firm offers an extensive range of nontraditional services such as business advisory, strategic planning, mergers, forensic auditing, and nonprofit software implementation, indicating potential cross-selling opportunities in specialized financial services.

Technology Adoption Utilizing tools like HubSpot and Adobe Fonts suggests an openness to tech-driven solutions; this positions the firm well for advanced digital tools and innovative service delivery, opening avenues for tech product integrations or consulting services.

Growth & Talent Recent hires and promotions across areas like IT, finance, and management demonstrate a focus on internal growth and expertise expansion, providing an opportunity to introduce employee engagement or HR-focused solutions to enhance talent retention.

Financial Potential With revenues between 100 million and 250 million, Lumsden McCormick presents a substantial client base that may benefit from scalable financial technologies, compliance solutions, or strategic advisory services aimed at mid-sized firms scaling operations.