Market positioning Independent Puget Sound accounting firm with a strong local reputation and a focus on closely held companies and high net worth individuals, presenting an opportunity to cross-sell tax planning, advisory, and wealth management services to existing relationships and referrals in the Northwest.

Affiliation leverage Partnership with Allinial Global provides access to a broad network and capabilities across states and countries, enabling scalable cross-border tax, advisory, and specialty services for growth-minded clients expanding or operating internationally.

Tech stack Adopted tools such as QuickBooks Online, CCH Axcess, and Monday.com indicate readiness for enhanced client collaboration, automation, and data-driven advisory offerings; potential to package modern outsourcing, ERP integration, and KPI dashboards.

Industry focus Specialties in real estate, construction, software, venture capital, nonprofits, and high net worth individuals suggest targeted sales plays for firms in these sectors seeking compliance, optimization, and sophisticated risk-managed strategies.

Growth signals Revenue scale of 250M to 500M paired with a recognitions as a top workplace signals stability and client trust, creating opportunities to present scalable value-add services such as large-owner tax planning, succession planning, and expanded advisory services to mid-market businesses.