Public Sector Focus Target opportunities within government entities and water districts given Richardson & Company’s established presence serving state and local governments in Northern California and the world’s largest water district in Los Angeles. Pitch governance, compliance, and grant management expertise to expand audit and advisory services in public sector accounts.

Regional Leader Emergence Leverage the firm’s Sacramento ranking among the largest local CPAs to approach mid-market government, education, and nonprofit prospects seeking scalable audit and tax support. Position as a trusted regional partner with capacity to handle multiple entities across California, Nevada, and Oregon.

Mid‑Market Growth With revenue in the mid tens of millions and an 11–50 employee base, pursue mid-market clients in banking, financial services, and corporate segments that require efficient, cost‑effective audit, tax, and accounting advisory services.

Digital Enablement Highlight the firm’s technology stack and modern operating practices as a differentiator for clients seeking efficient, secure, and compliant financial processes, including cloud collaboration, data security, and scalable tax/tax advisory workflows.

Cross-Sell via Industry Depth Capitalize on existing relationships with governmental, nonprofit, and banking institutions by offering cross‑sell of audit, tax, and advisory services, including internal controls, compliance, and financial reporting enhancements to deepen client value and increase wallet share.