Growth partner Upstream Academy targets accounting firms seeking performance improvement and leadership development, presenting an opportunity to upsell coaching, retreat facilitation, and speaking services to firms aiming to scale and improve profitability.

Executive development With over 20 years of leadership development experience and a focus on developing leaders in public accounting, there is a clear sales angle for expanding into senior manager and partner training programs, succession planning, and high-performance coaching.

Digital presence A robust tech stack including WordPress, Shopify, Google Cloud, and analytics tags suggests potential for cross-sell of marketing optimization, client acquisition programs, and digital enablement services to attract and convert accounting clients.

SMB platform Serving 150+ accounting firms across the US and Canada with a small internal team indicates the fit for scalable, low-touch or virtual coaching products, subscription models, and modular programs that can be deployed quickly to small to mid-sized firms.

Revenue growth Current revenue range signals opportunity to upsell higher-ticket advisory engagements, premium retreats, and expanded speaking engagements to existing clients, as well as cross-sell to similar firms in their network and market segment.