Local Bay Area Target mid-sized Bay Area firms with a full-service accounting offering. Zajac & Perrone LLP operates in Morgan Hill and serves clients throughout the Bay Area, presenting an opportunity to upsell advisory, tax strategy, and outsourced CFO services to similar regional businesses.

Merged Brand Leverage the reorganized structure into Zajac Group and Perrone & Associates to position cross-selling of specialty services, integration of teams for seamless client onboarding, and combined strengths in audit, tax, and consultancy for larger client wins.

Mid-Market Target With revenue in the likely $1M–$10M range and 11–50 employees, pursue mid-market clients who need scalable accounting, cloud-based workflows, and financial optimization, positioning as a growth-oriented partner rather than a transactional provider.

Technology Stack Promote modern cloud and web technologies alignment, offering advisory on digital transformation, data security, and efficient financial reporting to attract tech-enabled businesses seeking reliable, scalable accounting platforms.

Growth Readiness Capitalize on potential expansion with service diversification such as outsourced finance teams, forensic accounting, and specialized tax planning for evolving client needs, highlighted by the firm’s regional reach and solid revenue footprint.