Growth through Partners The firm has a growing partner base with multiple promotions to Partner in 2024 and 2025, signaling a pathway to expanded services for existing clients and opportunities to upsell advisory, tax, and outsourced accounting solutions.

Mid-market Focus Revenue range and employee count place Simon Lever in the mid-market segment, suggesting opportunities to target mid-size businesses seeking proactive, personalized advisory, outsourced accounting, and scalable tax/assurance support.

Longstanding Expertise With a 75-year history, the firm emphasizes trusted guidance and relationship-based service, presenting a sales angle around stability, risk management, and continuity for clients seeking reliable accounting and advisory partners.

Tech Stack Leverage Adoption of QuickBooks Online, Google Ads, Hotjar, iCIMS, WordPress, Shopify, Mailchimp, and Adobe Creative Suite indicates capacity for digital onboarding, marketing analytics, and scalable client onboarding for tech-enabled services.

Growth Signals Recent leadership promotions and a clear expansion trajectory provide opportunities to approach clients with a narrative of enhanced senior-level attention, expanded service lines, and a robust framework for strategic planning and compliance.