Mid-market Growth Target Wayne Long & Co., CPAs as a mid-sized regional firm with substantial revenue and long-tenured staff to position for expanding advisory services, including tax planning, strategic business consulting, and digital transformation.

Tax Expertise leverage their Masters in Taxation and 20+ years of experience to upsell specialized tax services, cross-border planning, and succession planning for SMBs seeking optimized tax strategies.

Tech Modernization Their tech stack includes cloud and web technologies; offer managed cloud accounting, cybersecurity assessments, ERP integration, and digital workflow optimization to improve efficiency and client experience.

Revenue Growth With a revenue range of 25M-50M and 24 professionals, there is potential for scalable advisory offerings, including outsourced CFO, financial planning, and outsourcing ofenginized compliance services to expand margins.

Relationship Focus Emphasize relationship-driven services and client goal alignment to introduce growth advisory, industry benchmarking, and outsourced controller services that complement their full-service accounting model.