Multi State Growth DGPerry operates across FL, OH, PA, and NY, signaling a multi state client base with complex tax, payroll and regulatory needs ripe for multi state tax planning and cross border audit and advisory services.

Cybersecurity Upsell With Hacksteer acquisition and SafeSend, DGPerry is positioned to offer IT risk assessments, cybersecurity controls reviews and SOC 2 readiness to mid-market clients and firms needing stronger data protection.

Digital Transformation Recent launches of AuditDashboard, SafeSend and an intranet portal show investment in client facing workflows and secure document exchange, creating upsell opportunities in document management, workflow automation and data analytics.

Growth via Acquisition The Hacksteer acquisition and Fjbasile partnership illustrate a growth engine for cross selling services to expanded client bases and for targeting mid market firms seeking scale through integrated audits, tax and advisory offerings.

Mid Market Upsell With a mid market size and a 50 to 200 employee footprint, there is a clear path to deepen engagements in audits, tax planning, internal controls and risk management as clients scale.