Strategic Growth AcqTwo recently merged with Baker Tilly, signaling expanded service capabilities and cross-sell opportunities with a broader consulting and advisory footprint. This creates potential to position Finance and Accounting optimization offerings to Baker Tilly’s existing client base.

Sage Intacct Leader Recognized multiple times as Sage Intacct Partner of the Year and built around Sage Intacct applications, presenting a strong foothold to upsell advanced financial management, reporting, and SaaS intelligence solutions to customers seeking best-in-class ERP integration.

SaaS Focus Product suite includes Cloud Accounting, Managed Accounting Services, and SaaS Intelligence. This creates cross-sell opportunities with SaaS companies and fast-growing software firms needing scalable finance and analytics infrastructure.

Delivery Scale With a mid-market client base (800+ organizations) and a large, capable delivery team, there is capacity to pursue larger engagements or ongoing managed services deals, appealing to CFOs seeking reliable outsourcing and continuous optimization.

Customer Experience Consistent high Net Promoter Scores and strong customer satisfaction signals augment credibility for upsell in premium services, including enhanced reporting, analytics, and ongoing optimization for existing clients.