New York Expansion Baker Tilly International expanded offices to New York and acquired Anchin, Block & Anchin LLP, signaling aggressive growth and an expanded footprint in a key financial market. The move relocates headquarters to NYC and creates cross-sell opportunities with Anchin’s client base across accounting, tax and advisory services.

AI Enabled Delivery Recent partnerships with Fieldguide and HubSync demonstrate a clear focus on AI-enabled assurance and automation of tax workflows. This positions Baker Tilly to offer more efficient, scalable services to middle-market clients and can be leveraged in targeted outreach to CFOs and controllers seeking digital transformation.

Mid Market Strength With 11,000 professionals across 90+ locations and revenue in the 1B-10B range, Baker Tilly is positioned as a full-service partner for middle-market companies requiring integrated advisory, tax, and assurance. The scale supports rapid onboarding of new clients and cross-functional service delivery across industries.

Tech Stack Advantage A modern tech stack including Oracle EPM, Oracle SOA, Microsoft Fabric, Amazon VPC and analytics tools like Heap underpins data-driven decision support. This enables cross-selling of ERP optimization, performance management and analytics services to clients seeking tech-enabled financial operations.

Client Retention There is churn risk indicated by the loss of Silvaco Inc. to KPMG; Baker Tilly’s growth strategy and partnerships can be framed as a defense against attrition, focusing on value-led audits, tax, and advisory that address clients’ evolving needs. Identify at-risk accounts and tailor offerings (AI-enabled delivery, integrated tech, and broader geographic coverage) to win back or defend share.