Established Client Trust With four decades of experience and a focus on developing personal, enduring client relationships, Sharrard McGee & Co. positions itself as a trusted advisor. This emphasis on long-term client engagement presents opportunities to offer tailored financial and advisory services that enhance client satisfaction and loyalty.

Global Resource Access Memberships in organizations like AICPA, NCACPA, and AGN International provide the firm with access to diverse international resources. Sales strategies can leverage these networks to introduce international compliance, cross-border advisory, and global technology solutions to clients seeking expanded global reach.

Technology Adoption The firm employs a modern tech stack including Google Analytics, Nginx, and PHP, indicating a focus on digital presence and data-driven insights. This opens sales opportunities for advanced accounting software, cybersecurity solutions, or cloud-based financial tools tailored for mid-sized firms.

Growth Potential Generating between $10M and $25M in revenue with a lean team of 11-50 employees suggests significant growth opportunities. Business development efforts can target expanding service offerings such as tax planning, audit, or advisory services to support their growth ambitions.

Regional Expansion Focus With locations in High Point and Greensboro, North Carolina, the company is well-positioned within the regional market. Offering localized marketing strategies or regional industry insights can help deepen existing client relationships and attract new regional clients seeking trusted accounting partners.