Growth Opportunity Mid-sized Scottsdale accounting firm with revenue in the 10M-25M band and a team of 11-50 employees. Potential cross-sell of advisory, tax planning, and small business consulting services to expand margins and deepen client relationships.
Technology Use Tech stack includes modern web and security tools (Cloudflare, reCAPTCHA, OpenResty) and analytics/SEO aids (Google Fonts API, Yoast SEO, Gauges). Opportunity to position value-add IT and cybersecurity compliance services, as well as cloud-based accounting solutions.
Small Business Focus Longstanding presence since 1976 with emphasis on personal and small business financial planning. Use this to tailor scalable advisory packages such as cash flow optimization, tax strategy, and growth planning for owner- managed businesses.
Geographic Target Based in Scottsdale, AZ with a local footprint ideal for regional B2B outreach, partnerships with local CPA networks, and workshops on tax efficiency and financial strategy for nearby SMBs.
Competitive Position Similar firms range from 60 to 383 employees with revenue 10M-250M; Johnson Goff sits in the mid-range, signaling a sweet spot for mid-market services, value-based pricing, and scalable advisory products to capture market share from larger firms while maintaining personalized service.