Growth Opportunity Mid-sized CPA firm with revenue between 25M and 50M presents a target for advisory services around scalable technology adoption, workflow automation, and compliance solutions to support client expansion and regional/national service delivery.

Industry Reach Serving manufacturing, retail, professional services, construction, real estate and sales offers cross-sell potential for industry-focused compliance software, tax planning optimization, and outsourced controller or CFO services for growing clients in these sectors.

Geographic Focus Headquartered in Glenview, Illinois with local and national client base suggests opportunities for regional automation, cloud-based accounting platforms, and security/privacy consulting to meet evolving regulatory requirements.

Legacy & Experience With over four decades of financial insight, there is a receptiveness to strategic advisory engagements, governance, risk management, and process improvement services that complement core accounting offerings.

Tech Enablement Absence of detailed tech stack information signals a chance to introduce modern cloud, data analytics, and AI-assisted accounting tools to strengthen efficiency, accuracy, and client value propositions.