Integrated Service Offering Following the 2017 merger with Moss Adams, Hein & Associates now provides a broader range of accounting, consulting, and wealth management services through an expanded resource network of nearly 2,900 professionals across 26 locations, presenting cross-selling opportunities across multiple financial advisory domains.

Technological Advancement Moss Adams utilizes advanced tech stacks including Power BI, Workday Adaptive Planning, and AI consulting services, indicating a strong emphasis on technology-driven solutions that can be leveraged to attract clients seeking innovative and data-driven accounting and consulting services.

Market Expansion Recent strategic moves, such as joint ventures and asset investments in Ares Management and Vanguard ETFs, showcase Moss Adams’s focus on expanding its market presence and diversifying revenue streams, creating potential for partnership or service expansion into asset management and investment advisory.

Growth and Networks With a revenue range of $50M to $100M and a workforce nearing 500 employees, Moss Adams is positioned as a sizable firm with growth potential, appealing to medium-sized clients seeking comprehensive services with the backing of substantial resources.

Leadership & Innovation Recent hires such as a new tax partner and the launch of AI consulting signal a commitment to innovation and leadership in specialized areas, offering opportunities to engage with firms or clients interested in leveraging cutting-edge expertise for competitive advantage.