IT Upsell Opportunity Haynie IT launched July 1, 2024, offering fully managed IT and cybersecurity. Leverage ongoing trust as a CPA with deep client relationships to cross-sell IT/security services to existing audit/tax clients and attract new mid-market clients needing integrated financial and IT risk management.

Geographic Scale Advantage The firm expanded to 13 locations and 400+ team members. This footprint enables serving multi-state, mid-market clients with consistent service, centralized governance, and cross-location teams, making it a strong contender for national accounts and M&A-related client needs.

Growth Advisory Active in M&A events and offering management advisory, including due diligence and integration capabilities. Target clients undergoing growth, FP&A optimization, and post-acquisition integration; offer bundled services combining assurance, tax, and advisory to support transactions.

Reputation Advantage Award recognition as Top Workplace and Top 100 Accounting Firm signals stability and client trust, which can reduce onboarding risk for prospects and help win RFPs in Arizona and nationally. Use case studies and testimonials in sales outreach.

Digital Transformation Tech stack includes Microsoft Azure, MySQL, Google Analytics, and cybersecurity focus; position as a CPA-led tech-enabled firm offering digital transformation, cloud migration, IT risk assessments, and cybersecurity compliance services to SMBs and mid-market companies.