Growth potential Mid-market accounting firm with annual revenue in the 10-25 million range and a client base across the St. Louis area and nationwide, indicating opportunities for cross-sell of tax, payroll, and advisory services to existing clients and regional expansion.

Tech stack leverage Adopted cloud and security solutions (AWS, Barracuda, HTTP/3, Piwik PRO) plus analytics tools suggesting openness to modernized, data-driven financial operations and potential for selling cybersecurity, data privacy, and cloud optimization services.

Security emphasis Use of Barracuda Email Protection signals a focus on secure communications; capitalize on offering enhanced email security, threat detection, and compliance services to safeguard client data.

National reach Positioned to serve clients nationwide beyond St. Louis, presenting an opportunity to present scalable cloud-based payroll and tax solutions, multi-state compliance, and unified financial systems for growing firms.

Growth drivers Full-service tax, payroll, and accounting offering with personal client relationships suggests upsell potential in advisory services, outsourced CFO, R&D tax credits, and process automation consulting to existing clients.