Private Firm Network Stratagem CPA is a privately-held local CPA firm with deep partner involvement and a collaborative culture. This suggests opportunities to position high-touch, advisory-led services and cross-sell within a tight-knit client base and leverage the CPAmerica network for referrals and scale.

Growth and Scale With 11-50 employees and revenue between 1M and 10M, Stratagem appears mid-sized with potential needs for scalable technological solutions, enhanced financial systems, and outsourced services to support growth, efficiency, and risk management.

Technology Stack Current tech includes QuickBooks, Paycom, WordPress, Microsoft suite, Azure, PHP, and Google Analytics. There are upsell opportunities around advanced accounting automation, ERP integration, payroll optimization, data analytics, cybersecurity, and cloud-based collaboration tools.

Industry Positioning As a select member of CPAmerica and a 30-year history, Stratagem markets trusted relationships and personalized service. This aligns with selling value-based engagements such as advisory services, internal controls, IT risk assessments, and strategic planning for long-term clients.

Service Expansion The firm cites capabilities in Tax, Audit & Assurance, Accounting, IT, Search and Placement, and Organizational Development. This breadth indicates cross-selling opportunities across core services, onboarding of new verticals, and potential needs for enhanced audit readiness, cybersecurity assessments, and talent placement solutions.