Integrated with CLA Merged with CliftonLarsonAllen LLP (CLA) in 2018, indicating access to broader resources, cross-sell opportunities, and a combined client base that could benefit from enhanced advisory, tax, and accounting services.

Mid-market focus Size and revenue position (51-200 employees, $1M-$10M in revenue) suggest a mid-market client target with needs for scalable cloud accounting, forensic and advisory services, and specialized tax planning.

Tech stack presence Adoption of common analytics and web tools (Google Analytics, jQuery, Font Awesome) signals openness to digital engagement, analytics-driven insights, and potential for client portal or automated reporting enhancements.

Industry peers Competitive landscape includes large firms (Deloitte, PwC) and mid-market players (Moss Adams, RSM); opportunities exist to differentiate on mid-market expertise, personalized service, and CLA-backed resources.

Growth signals Recent news about integration with a major professional services firm implies potential upsell opportunities to existing CLA clients and expansion into broader advisory services for current and prospective clients.