Local Southwest focus Capitalize on Atkinson & Co.'s deep regional knowledge and local office presence in Albuquerque to cross-sell Southwest-focused accounting, auditing, and consulting services to nearby mid-market firms seeking personalized, locally trusted partners.

Mid-market growth With estimated revenue between 50M and 100M and 51-200 employees, target expanding mid-market companies in the region that require scalable accounting and advisory services, including regulatory compliance and internal controls improvements.

Public company exposure Leverage past trial partnership and white-collar/regulatory defense expertise as a differentiator to win clients in regulated industries or those facing investigations, offering specialized risk assessment, internal audit, and investigations support.

Technology enablement Promote capabilities around data analytics, budgeting, and governance leveraging the firm’s tech stack and Microsoft ecosystem to offer modernized financial reporting, KPI dashboards, and efficiency improvements for client finance teams.

Strategic partnerships Position the firm as a regional ally for larger national firms and CPA networks seeking local execution partners in the Southwest, enabling referral partnerships, co-sourcing arrangements, and joint service offerings to expand client reach.