Strategic Acquisition The company's recent acquisition by CBIZ and MHM in early 2022 positions it within a large national network of over 120 offices, indicating potential opportunities for integrated service offerings and cross-selling across multiple regions and industries.

Industry Recognition Being ranked among the top 50 accounting firms nationally and recognized for technology and best practices suggests a strong reputation that can be leveraged to attract high-profile clients seeking established and innovative financial service providers.

Diverse Client Base Serving a wide range of industries including real estate, healthcare, not-for-profits, and entertainment provides multiple entry points for tailored solutions, enabling targeted outreach to firms within these sectors looking for specialized accounting and consulting services.

Leadership Development The launch of a Leadership Academy indicates a focus on developing top talent, creating opportunities to offer customized executive training, coaching, or leadership development programs to client organizations aiming to strengthen their management teams.

Technological Focus Recognition as one of the 'Best Firms for Technology' underscores the organization's commitment to innovative solutions, presenting a chance to cross-sell advanced tech-enabled accounting and advisory services to clients seeking digital transformation.