Accounts focus Established regional CPA and financial planning firm with a solid revenue stream and a diverse client base across manufacturing, construction, real estate, healthcare, professional services, retail, wholesale, technology, and non-profits, presenting cross-sell opportunities for advisory services and industry-specific solutions.

Growth potential Medium-sized firm with 10–25 million in annual revenue and 11–50 employees, indicating capacity to scale services such as enhanced bookkeeping, financial planning, and outsourced accounting for mid-market clients seeking efficiency and technical expertise.

Tech stack Adopted cloud and ERP/fintech platforms including Xero, QuickBooks, NetSuite, AWS, Microsoft 365, and analytics tools, signaling opportunities to upsell integrations, automated workflows, data analytics, and migration/ modernization projects.

Affiliate strength Presence of CPC Financial Planning as an affiliate expands cross-sell potential to comprehensive financial planning, investment advisory, and retirement planning services for existing clients and prospects seeking holistic financial management.

Regional expansion signals Four decades of service and emphasis on lifecycle planning for individuals and businesses suggests opportunities to win new clients in related mid-market segments and to propose scalable solutions such as renewals, compliance, and strategic planning engagements.