Market Position Mid-sized Des Moines area accounting firm with a 60-year track record and a focus on small businesses, offering a broad suite of services including tax, audits, payroll, bookkeeping, and strategic consulting to identify upsell opportunities in financial planning and business transitions.

Financial Health Revenue range between 10M and 25M indicates a stable mid-market firm with resources to invest in technology, marketing, and expanded advisory services that can be leveraged to cross-sell bundled solutions.

Technology Stack Utilizes cloud and productivity platforms (AWS, Microsoft 365, Office 365) and web technologies (jQuery, Google Fonts API, Apache) suggesting readiness for scalable digital workflows, automation, and data analytics services to offer to clients.

Service Expansion Diverse service portfolio spanning financial planning, business transition, and consulting signals opportunities to upsell enterprise-grade advisory, succession planning, and CFO‑level services to growing clients.

Engagement Opportunity Longstanding client base in the greater Des Moines area presents a doorway for targeted outreach around digital transformation, outsourced accounting, and enhanced compliance services to drive client retention and wallet share.