Integrated Services Target firms seeking a holistic financial partner by highlighting BNA's integration of CPA services with wealth management, which can be positioned as a one-stop solution for tax strategy, succession planning, and investment advisory.

Wealth Management Focus Leverage their wealth management capabilities to cross-sell high-net-worth planning, estate planning, and advisory services to mid-market clients looking for coordinated tax and investment guidance.

Awards & Prestige Use recognition from Xero US Awards and partner awards as social proof to approach growth-stage businesses and multi-location firms that value proven technology partners and reputable service providers.

Digital Presence Align outreach around their tech stack (Xero integration, Typeform, WordPress/SEO, analytics) to propose modern digital onboarding, automation, and data-driven advisory services that enhance efficiency.

Mid-Market Growth With revenue in the 10–25 million range and a mid-sized employee base, pursue opportunities in expanding advisory services, cloud-based accounting, and scalable wealth planning for growing companies needing seamless compliance and planning.