Strong Regional Presence CBIZ Tofias maintains a significant regional footprint in New England with offices in Boston and Providence, providing local expertise backed by national resources, positioning it well to serve a diverse range of private, public, and non-profit clients in that region.

Mid-Size Revenue Range With revenue between 50 million and 100 million and a team of 51 to 200 employees, CBIZ Tofias offers tailored accounting, tax, and consulting services, indicating potential opportunities to upsell premium advisory services or advanced financial solutions.

Market Niche Focus Specializing in serving high net worth individuals, family groups, and various industries including non-profits, CBIZ Tofias can leverage its expertise to target similar clients seeking personalized, proactive financial management and sophisticated consulting services.

Flexible Service Offerings Collaborations with MHM for audit and attest services expand service capabilities, presenting opportunities to cross-sell integrated solutions such as financial audits, reviews, and compliance consulting to existing clients.

Growth Potential As part of a top 10 national accounting and consulting group with over 30 offices, CBIZ Tofias is positioned for expansion, providing prospects for scalable solutions in areas like technology adoption and process automation that can support their growth ambitions.