Boutique reliability Mid-sized CPA firm with 11-50 employees delivering personalized attention and trusted business advisory to nonprofits, professional services, privately held companies and high net worth individuals, presenting an opportunity to cross-sell advisory and specialized accounting services to firms seeking boutique service with big-firm capabilities.

Depth of experience Most staff have 25+ years in public accounting and all have at least 5 years of experience, indicating a mature team capable of handling complex audit, tax and advisory engagements for growing clients and high net-worth individuals.

Technology footprint Current tech stack includes MySQL, Shopify, JSON-LD and embedded web capabilities suggesting potential for data analytics, digital transformation, and e-commerce/retail client support; opportunities to offer cybersecurity, cloud accounting, and ERP integration services.

Growth potential Revenue range ($10M-$25M) implies scale with room to expand recurring services, including nonprofit and private company compliance, tax planning, and outsourced CFO offerings to increase wallet share among existing clients and attract similar mid-market firms.

Talent strategy MW&A emphasizes a collaborative, flexible culture and strategic talent branding (MW&A Way) which can be leveraged to position additional HR, payroll, and cost-control advisory services to clients prioritizing employee experience and operational efficiency.