Longstanding Expertise Leverage Maginnis & Carey’s deep Oregon market presence and established client base (since 1945) to position value in steady demand for accounting, tax, and business consulting services amid local growth opportunities.

Full-Service Appeal Highlight their combination of accounting, tax, and advisory services to cross-sell strategic financial planning, profitability optimization, internal controls, and software investment guidance to privately held companies.

Growth-Ready SMBs Target privately held, mid-market firms in the Portland/Pacific Northwest with scalability needs, emphasizing efficiency improvements, expansion planning, and technology deployment to support rapid growth.

Tech Stack Fit Position services around clients using cloud and ERP-related tools; leverage their familiarity with AWS, Microsoft 365, and data-heavy processes to offer digital transformation and cost optimization engagements.

Revenue Benchmark With revenue in the mid-tier range and a lean-to-mid size employee base, pursue mid-market opportunities that value personalized service, flexible engagement models, and cost-effective advisory compared to larger firms.