Growth Opportunity Mid-sized regional CPA firm with revenue between 10M and 25M serving privately held small businesses across diverse industries presents an opportunity to cross-sell advisory, business consulting, and enhanced financial planning services to existing clients seeking growth and efficiency improvements.

Tech Stack Leverage Existing technology footprint including AWS, Snowplow, Tealium, and Cloudflare indicates openness to digital transformation projects; pursue opportunities for data analytics modernization, cloud migration, cybersecurity strengthening, and marketing tech optimization for client firms.

Regional Footprint Two-location presence in the Siouxland area combined with long-standing local relationships offers a gateway to expand services to neighboring small businesses needing audit, tax, and advisory support with a trusted local partner.

Industry Focus Experience across construction, manufacturing, healthcare, real estate, and transportation provides potential to tailor industry-specific value propositions such as cost control, compliance, and automation improvements to target clusters within the firm’s client base.

Quality & Compliance Membership in governmental audit quality centers and PCPS peer reviews signals strong governance; leverage this to win new engagements in government-related and private company assurance work by highlighting demonstrated commitment to audit quality and standards.