Growth-ready clients Target small to mid-size corporations and local governments served by Nawrocki Smith for advisory services, leveraging their full-service accounting background to upsell strategic financial planning, internal controls enhancements, and outsourced CFO offerings.

Public sector fit Capitalize on their experience with local governments and healthcare entities to pursue government auditing, compliance programs, grant management, and healthcare financial optimization opportunities with cross-sell of consulting and risk advisory services.

NS Insights Leverage the new NS Insights platform to create content-led marketing and client education bundles, offering premium insights, webinars, and industry benchmarks as a pathway to expand engagements and generate recurring advisory revenue.

Tech-enabled efficiency Position IT and systems optimization services around their tech stack (QuickBooks Online, AWS, WordPress, Microsoft 365) to address clients’ digital transformation, cloud migration, data analytics, and automation needs for mid-market organizations.

Financial scale signals With revenue in the $50M–$100M range and an established full‑service practice, pursue cross-sell opportunities in audit, tax, and advisory across industries, including healthcare and nonprofits, to expand wallet share among existing and prospective Fortune 500–connected clients.