Growth Opportunity Mid-sized CPA firm with revenue in the 50 to 100 million range and a strong regional presence in Spokane, Washington, indicating potential upsell of modern audit, tax, and advisory services to mid-market clients seeking scale and efficiency.

Staffing Depth Staff complement includes 24 licensed CPAs and three Certified Fraud Examiners, suggesting opportunities to introduce specialized services such as internal controls reviews, fraud risk assessments, forensic accounting, and SOC engagements to existing audit clients.

Industry Reach Serving diverse industries including hospitality, service, manufacturing, employee benefit plans, and nonprofit creates cross-sell potential across verticals with tailored compliance, tax planning, and industry-specific advisory offerings.

Tech Utilization Uses modern tech stack and cloud infrastructure (Google Cloud, SiteGround, HTTP/3, Matomo) which can be leveraged to offer data analytics, cybersecurity, cloud-based financial management, and digital transformation services to clients.

Competitive Position Size and profile align with mid-market peers listed; opportunity to position as a local, high-touch alternative to larger firms by emphasizing responsiveness, personalized service, and value-focused audits, tax, and advisory packages.