Growth momentum The firm is actively expanding leadership and capabilities with recent promotions and new partners, signaling an opportunity to offer advisory services around succession planning, leadership development, and integration support for growth.

Regional expansion With offices in Chicago and Denver and an emphasis on remote and hybrid roles, there is potential to promote cross-border or multi-state tax, payroll, and technology-enabled accounting solutions for clients with distributed operations.

Digital transformation The tech stack includes cloud platforms, automation tools, and collaboration tech, creating a gateway to upsell you around ERP/tax technology optimization, process automation, data analytics, and cybersecurity for client firms.

Quality recognition Multiple IPA Best of the Best recognitions and Top Workplace awards position the firm as a trusted advisor; leverage this to approach prospects with assurance on service quality, risk management, and employee-driven governance.

Private and family focus Service offerings for individuals, family-owned businesses, and professional practices create opportunities to pitch family office services, succession planning, and consulting for complex ownership structures and wealth management needs.