Growth potential Mid-sized Troy CPA with a revenue range of 10M-25M and a diverse service line presents ongoing opportunities for tax planning, financial forecasting, and advisory services as they scale through mergers, acquisitions, and nonprofit work.

Corporate finance Active services in mergers and acquisitions assistance, cost segregation studies, and forensic accounting indicate readiness for strategic financial restructuring, due diligence support, and profitability optimization engagements.

Tech leverage Current tech stack includes Microsoft, PHP, iCIMS, and analytics tools; there is potential to offer modern cloud accounting, data analytics, and workflow automation to improve efficiency and client reporting.

Nonprofit focus Service offering to individuals, businesses, and nonprofits suggests targeted opportunities in nonprofit financial management, compliance, grant accounting, and year-end tax planning for charitable entities.

Local market Based in Troy, Michigan with a lean team, there is room to engage local SMBs and mid-market clients with bundled services, proactive tax planning packages, and scalable audits or accounting services.