Growth potential Mid-sized Phoenix-area public accounting firm with revenue between 10M and 25M and a staff of roughly 20 individuals, including 9 CPAs. Opportunity to position scalable technology and advisory services to support client base as they pursue broader service lines and geographic expansion.

Tech modernization Existing tech stack includes QuickBooks, AWS, Azure, Microsoft 365, and analytics tools (Matomo, Piwik PRO). Leverage for cybersecurity, cloud optimization, and data analytics migrations for clients seeking modernization and efficiency gains.

Managed services As a full service firm offering auditing, accounting, tax, and management consulting, there is room to upsell CFO/controllership outsourcing, tax planning optimization, and governance risk compliance services to SMBs aiming to scale.

Market positioning Strong local footprint in Tempe and Phoenix metro with top 25 regional presence. Potential to differentiate through industry-focused advisory offerings and value-added services to mid-market businesses and multi-location enterprises.

Growth alignment Revenue band and employee mix indicate readiness for strategic partnerships with technology, payroll, and advisory firms seeking integrated accounting and financial management solutions for growing clients.