Growth ready Mid-sized CPA firm with diversified services (audit, tax, accounting, consulting, management advisory) targeting a broad range of industries, presenting cross-sell opportunities across services to existing clients and new prospects.

Tech utilization Active tech stack including AWS, Cloudinary, Google tools, Microsoft 365, Vue.js and Livewire indicates a modern, cloud-first approach; potential to position data analytics, cloud security, and digital workflow optimization as value levers for clients.

Industries served Exposure to manufacturing, retail/wholesale, agriculture, financial institutions, construction, and nonprofits offers avenues to tailor sector-focused solutions and expand services such as risk advisory, compliance, and financing support.

Growth signals Revenue range of 10M–25M and employee size 11–50 suggest readiness for scalable advisory offerings, partner-backed engagements, and value-based pricing models for growth-oriented clients.

Competitive positioning Compared to public giants, Baerg & Associates presents as a local, high-quality, proactive advisory partner; leverage this to win mid-market clients seeking tailored, attentive service and faster responsiveness in audit, tax planning, and management consulting.