Mid-sized Firm Target a growing accounting practice with 11-50 employees that handles mid-market clients and may benefit from scalable digital tools, workflow automation, and cloud collaboration to improve efficiency.

Firm Growth Leverage recent staff hires and promotions as signals of expansion and onboarding needs; position services around onboarding, training, and client onboarding automation to support new hires and client ramp-up.

Technology Fit R A Mercer & Co uses WordPress, Microsoft 365, and modern web security practices; offer integrated cloud-based accounting, secure file sharing, and automation solutions that align with their tech stack.

Revenue Range With annual revenue in the $1M–$10M band, present value-focused pricing and ROI-driven proposals for cloud ERP, practice management, and analytics to drive margin improvement and scalable growth.

Local Presence Based in Orchard Park, NY with a West Seneca office heritage; explore regional networking, government/municipal accounting opportunities, and local SMB client acquisition strategies.