Growing mid-market Accounting firm Anthony & Dodge, PC serves 11-50 employees with revenue in the 10M-25M range, indicating a solid mid-market footprint and potential for scalable advisory services such as growth strategy, tax planning, and internal controls consulting.

Full-service expertise With experience across audit, review, corporate, partnership, estate, not-for-profit, and personal tax, plus trust and financial statement services, there is an opportunity to cross-sell integrated services to meet evolving client needs as businesses grow and diversify.

Technology stack Utilizes tools such as Microsoft 365, QuickBooks familiarity, WordPress, Shopify, and analytics platforms, suggesting a readiness to digitalize client workflows, automate bookkeeping and reporting, and offer cloud-based financial solutions.

Growth-oriented outreach The firm emphasizes staying current on trends and providing business consulting to drive client growth, presenting a natural opening for targeted advisory packages around strategic planning, cash flow optimization, and tax-efficient expansion.

Local heritage, expansion potential Originating from a long-standing North Shore presence since 1995, there is potential to leverage regional reputation for acquiring new clients in nearby markets while expanding service offerings to attract mid-size businesses seeking trusted, personalized accounting partners.