Financial scale Mid-market accounting firm with revenue between 10M and 25M and an employee base of 11-50 presents a solid client profile for upsell of advisory services, tax planning, and outsourced controllership.

Regional focus Longstanding presence in Truckee with a reputation for reliability offers a foothold for expansion into nearby small businesses seeking trusted local accounting, audit, and tax support.

Technology stack Utilizes cloud and analytics platforms (AWS, Google tools, Matomo, Piwik PRO) enabling data-driven advisory services, digital onboarding, and scalable virtual CFO offerings.

Service breadth Committed to comprehensive accounting and tax services with emphasis on proactive financial planning, creating opportunities to upsell financial forecasting, cash flow management, and compliance programs.

Growth opportunities Firm size and revenue suggest potential for partnerships with larger regional firms for referrals, white-label services, or collaborative audits, as well as cross-sell to their mid-market client base.