Growth-ready Firm Mid-sized accounting and advisory firm with revenue between 50M and 100M and over 80 professionals across three Minnesota offices presents an opportunity for expanded service lines in tax planning, audits, and consulting to midmarket clients.

Growing Footprint Multiple office locations (St. Cloud, Monticello, Little Falls) and a focus on small to midsize businesses indicate potential for cross-sell of services to regional organizations, nonprofits, and governmental entities in the surrounding market.

Awarded Service Recent recognition as Exceptional Service Provider of the Year signals strong client relationships and reference potential; leverage awards in proposals and case studies to win new clients seeking reliable, relationship-driven CPA partners.

Tech Enablement Adopted tech stack including AWS, Snowplow, Google Tag Manager and client-facing tools like QuickBooks support, suggesting readiness for digital transformation projects, cloud hosting, data analytics, and automation initiatives for clients.

Growth Opportunities Revenue concentration and staffing indicate upsell opportunities in business consulting, cost segregation, financial forecasting, internal controls, litigation support and estate planning for growth-oriented clients seeking comprehensive advisory services.