Mid-market focus Target mid-size firms in accounting and advisory services looking for scalable tax planning, multi-state compliance, and financial statement services, leveraging Peters & Company’s experience with various business types and multi-state operations.

Expansion potential Capitalize on their recent Beaverton office expansion by offering regional recruitment support, office optimization, and local business development services to broaden geographical coverage and client reach.

Tech enablement Offer modernization and integration services around their current tech stack (Squarespace, WordPress, Microsoft 365) to enhance client portals, engagement, and workflow automation for tax and financial reporting.

Revenue growth Propose advisory services targeting revenue growth and profitability for clients in service industries (retail, restaurants, construction, manufacturing, wine) leveraging their industry experience and financial statement offerings.

Key partnerships Position as a trusted advisor for cross-referrals with complementary firms in the accounting ecosystem (large networks like the listed peers) to win mid-market clients seeking integrated tax, audit, and consulting solutions.