Global reach Berger/Lewis is a regional accounting firm with multiple California offices and membership in AGN International, offering potential upsell opportunities to clients seeking broader national and international guidance, cross-border services, or multilingual advisory capabilities.

Sustainability edge The firm highlights its paperless operations and Green Business recognition in Silicon Valley, presenting a lead-in to offering sustainability reporting, ESG advisory, and carbon accounting services to clients prioritizing environmental, social, and governance compliance.

Private and nonprofit focus With a client base including individuals, privately held businesses, and nonprofit organizations, there is a clear market for targeted services such as nonprofit audits, tax planning, and private company growth strategies that can be expanded to adjacent mid-market segments.

Experience and growth A long-standing firm (established 1949) with a sizeable team and revenue in the mid-range, presenting an opportunity to position for advisory services around mergers and acquisitions, succession planning, and value-added consulting for exit-ready clients.

Mid-market positioning Revenue range and staff size indicate target clients in the mid-market tier; sales plays can emphasize scalable cloud-based accounting, technology optimization, and process improvements to attract firms seeking efficiency gains and modernization.