Growth opportunity Mid-sized accounting firm with 11-50 employees and annual revenue of 25M-50M presents opportunities to offer managed services, cloud accounting, and advisory packages to sustain and scale client accounting needs.

Tax and advisory Deep tax and accounting expertise spanning 12+ years and a combined 100 years of experience positions Margida & Associates to upsell comprehensive tax planning, compliance, and advisory services to individuals and small businesses.

Technology stack Current tech uses Squarespace, Microsoft 365, and other platforms; there is potential to promote modernization services, integrations, cybersecurity hygiene, and data-driven reporting to improve efficiency for clients.

Local market Stow, Ohio base with targeted local marketing opportunities and potential cross-sell to nearby small-to-mid-market firms seeking reliable regional accounting partners.

Revenue proximity Revenue range near mid-market SMB segment suggests a fit for scalable outsourcing, fractional CFO/finance leadership, and back-office solutions that align with firms of similar size and growth ambitions.