Expanded Local Reach Suttle & Stalnaker is West Virginia’s largest locally owned CPA firm with multiple office locations in Charleston, Huntington, Morgantown, and Parkersburg, presenting a ready-made base for cross-sell and regional growth opportunities among mid-market clients seeking local expertise.

Post-M merger Growth The recent merger with Somerville & Company LLC enhances scale, adds client relationships, and broadens service capabilities. This presents a favorable environment for offering integrated solutions such as advanced advisory, outsourced accounting, and tax optimization to a larger, more diverse client roster.

Technology Enablement Adoption of modern tech stack including QuickBooks, cloud-based tools, and progressive web app components indicates openness to digital workflows. This creates opportunities to pitch cloud accounting, automation, data analytics, and Client Accounting and Advisory Services to improve efficiency and decision-making.

Mid-Market Focus Revenue in the low hundreds of millions and a 51-200 employee range position the firm as a strong partner for mid-market companies in need of audits, tax management, and advisory services, with potential to upsell CFO-level services and strategic tax planning.

Relationship driven Emphasis on personalized attention and client partnership signals a sales approach centered on building trusted advisor relationships, enabling proactive retention programs, upsell of managed services, and long-term engagements with existing clients.