Minority-led Advantage The Wesley Peachtree Group is the largest minority-owned CPA firm in the Southeast, which can be a compelling differentiator when engaging with government, higher education and Not-For-Profit sectors that value diverse vendor partnerships.

Regional Focus Firm serves the Greater Atlanta area and clients across the South and United States, indicating opportunities to upsell services to existing clients expanding beyond Georgia and to establish referrals with regional partners.

Service Expansion Beyond audit, attest, and taxation, WPG offers default management and technical support, suggesting cross-sell potential to clients needing risk, compliance, and operational support services.

Tech Stack Fit Utilizes AWS, Microsoft 365, Access, Benchmark, and other enterprise tools, presenting a pathway to offer cloud, data security, and systems optimization services to modernize clients' back-office operations.

Financial Scale With revenue in the 10–25 million range and a team of 11–50, there is room to position mid-market solutions, scalable payroll, and tax/financial advisory packages to growing nonprofits, higher-ed, and small government entities.