Growth and Expansion Smith Leonard has recently expanded through the acquisition of Hickory-based Whisnant & Company LLP, indicating an active growth strategy that could benefit from advanced client management and integration solutions.

Leadership Development With the promotion of James Harmon to Assurance Partner and Ben Duckett to Tax Partner, the firm demonstrates a focus on strengthening leadership, opening opportunities for leadership training, mentorship programs, and enterprise software solutions.

Recognition and Branding The firm was recognized as a Family Forward NC Certified Employer, highlighting their commitment to a positive workplace culture, which can be leveraged to offer employee engagement, HR technology, and employee wellness solutions.

Market Positioning As a midsize firm with revenue between $25M and $50M operating in a competitive industry alongside large firms, Smith Leonard may be receptive to innovative financial technology, business advisory, and client service solutions to strengthen their market positioning.

Technology Adoption Utilizing a modern tech stack including QuickBooks Online, Microsoft 365, and HTTP/3 indicates openness to adopting cloud-based solutions and modern productivity tools, creating opportunities for digital transformation and cybersecurity offerings.