New client opportunity Merina+Co recently signed Mattress Recycling Council, Inc. to administer census and analyze responses. This indicates active expansion into new client engagements and potential for ongoing advisory or audit services with government-related or compliance-driven organizations.

Regulatory compliance Licensed to practice in Oregon, Washington, and Hawaii with a track record of AICPA peer reviews and unqualified opinions. This suggests credibility in regulated industries and opportunities to cross-sell assurance, tax, and advisory services to similarly regulated mid-market firms in those states.

Mid market focus Revenue in the 10M–25M range and a team of 11–50 employees positions Merina+Co as a mid-market CPA firm that can target small to mid-sized businesses seeking cost-effective accounting, auditing, and governance advisory solutions.

Tech enabled Utilizes a modern tech stack including Drupal, Squarespace, MariaDB, Google Fonts API and Office 365. There is potential to offer cloud accounting migrations, data privacy, and system optimization services to improve client efficiency and security.

Strategic partnerships Leadership includes CPA principals and a PE, PMP professional, signaling project-driven advisory capability. This presents opportunities to pitch comprehensive advisory, project management, and government contracting readiness services to clients pursuing complex initiatives or community-facing projects.