Regional scale McGregor & Company is a mid-sized South Carolina CPA and advisory firm with four offices and nationwide tax and business advisory capabilities, presenting an opportunity to upsell comprehensive cloud-based financial management, tax planning, and cross-state compliance services to growing regional businesses.

Growth potential With 51-200 employees and revenue between 1M and 10M, the firm appears poised for expanding services such as enhanced outsourcing, CFO advisory, and scalable accounting solutions to mid-market clients seeking efficiency and strategic financial leadership.

Tech stack Current tools include WordPress, Shopify, Google Workspace, and security layers like Barracuda and Cloudflare, signaling openness to digital transformation projects, client portal enhancements, data security services, and integrated ERP/CRM cloud initiatives.

Talent focus Recent hires in IT and accounting roles indicate ongoing investments in talent, creating a potential opening for sales conversations around training, IT modernization, cybersecurity, and outsourced staffing or managed services.

Competitive positioning As one of the largest SC accounting and advisory firms with national reach, McGregor & Company can be targeted for partnerships or co-sell arrangements, strategic alliances, or white-label advisory offerings aimed at expanding service scope for existing mid-market clients.