Local growth opportunity McMahon & Associates serves Northwest Indiana and Chicago’s south suburbs and positions itself as a locally-owned firm offering both big firm expertise and personal service. Sales opportunity: highlight value propositions for regional mid-market businesses seeking scalable accounting, tax, and advisory support with a personalized touch.

Multi-state capabilities The firm targets clients across multiple states and emphasizes advanced tax expertise and IRS Enrolled Agent designation. Sales opportunity: pitch cross-state tax planning, multi-state filing, and compliance services to expanding businesses with complex jurisdictions.

Growing revenue band Reported revenue range of 25M to 50M signals a mid-market profile with appetite for efficiency gains and profitability improvements. Sales opportunity: offer outsourced CFO, profitability analytics, process optimization, and tech-enabled bookkeeping to enhance margins.

Tech-enabled services Tech stack includes WordPress, Google Cloud, Microsoft 365, SendGrid, and security with Sucuri. Sales opportunity: position cloud-based advisory, data security, workflow automation, and scalable client portals to improve collaboration and data integrity.

Talent and differentiation Firm employs 11-50 professionals and emphasizes a blend of big firm services with small firm caring. Sales opportunity: propose scalable teams for peak seasons, industry-specific benchmarks, and value-based pricing models to attract growth-focused clients seeking personalized service.