Local government focus Strong presence in Wisconsin with offices in Madison, Mineral Point, Viroqua, and La Crosse and a track record of auditing for local governments and nonprofit organizations. Potential sell: expand governance, audit, and compliance services to additional municipalities and school districts in the region.

Financial scale Revenue in the mid seven figures with 51-200 employees, indicating capacity for mid-market clients and complex engagements. Potential sell: offer outsourced accounting, financial statement prep, tax planning, and advisory services to mid-sized manufacturers, associations, and local governments seeking scalable solutions.

Core relationships Emphasis on long-term relationships and high partner accessibility with low turnover. Potential sell: position as a trusted advisor for ongoing internal controls, cybersecurity/IT system planning, and continuous improvement initiatives to reduce client risk and increase efficiency.

Tech stack Utilizes systems like iCIMS, Paylocity, MySQL, PHP, and modern web tech, suggesting a capability to support clients with HR, payroll, financial systems, and data integration. Potential sell: offer system integration, payroll advisory, data migration, and ERP/HRIS optimization services to firms seeking digital modernization.

Talent growth Notable internal promotions such as senior accountant advancement indicate active staff development. Potential sell: provide training, staff augmentation, and succession planning services to clients aiming to improve talent retention and professional development programs.