Strong Local Presence Walker Garrett Bourn LLP has a longstanding presence in the Puget Sound region since 1981, indicating a deep local client base and community trust that could be leveraged for expansion or new service offerings.

Mid-Sized Firm Niche With 11-50 employees and revenue between 10 and 25 million dollars, the firm operates as a dynamic mid-sized player, potentially receptive to tailored technology solutions, advisory services, or innovative financial products to scale further.

Technology Utilization The firm's existing tech stack includes WordPress, Microsoft 365, and basic web development tools, suggesting opportunities for modernizing its digital engagement, advanced analytics, or cloud-based productivity solutions to enhance client service and internal efficiency.

Client Relationship Focus WZB emphasizes building personal relationships and industry knowledge, which presents opportunities for CRM enhancements, client engagement platforms, or personalized financial planning technologies to strengthen these connections.

Competitive Landscape Operating in a competitive environment alongside large firms like PwC and Deloitte, Walker Garrett Bourn LLP may benefit from targeted marketing strategy, niche specialization, or technology partnerships to differentiate and grow its market share.