Growth leadership Recent leadership change with Julie Kostelecky stepping in as CEO signals potential strategic shifts and new initiatives. This presents an opening for services around governance, change management, and executive advisory, as well as opportunities to align with the firm’s evolving priorities.

Regional scale Largest CPA firm in the Intermountain West with 51-200 employees and revenue in the 100M to 250M range indicates substantial regional operations. Target offerings could focus on scalable solutions for mid-market clients, including technology adoption, cloud-based workflow, and risk management services.

Tech maturity Active tech stack including AWS, Adobe Experience Cloud, Google libraries, Matomo, Piwik PRO Core, Nginx, and Site24x7 suggests a mature digital footprint. Opportunities exist for advanced cybersecurity, data analytics, cloud optimization, and client portal enhancements.

Financial strength Revenue scale places the firm as financially solid within its sector, enabling investments in modernization projects, talent development, and comprehensive outsourced back-office services such as forensic, advisory, and IT controls for growth or regulatory readiness.

Talent and partnerships Notable hires and promotions, including leadership moves and specialists, signal an emphasis on expertise and service diversification. This creates openings for training programs, strategic alliances, and specialized practice area collaborations to expand service lines and client value.