Mid-market CPA firm Target a mid-sized accounting practice with 11-50 employees and $10M-$25M in revenue for co-sell opportunities around robust accounting, auditing, tax, and consulting services including GAAP conversions and industry-specific solutions.

Regional reach Leverage the Lancaster and Hilliard presence to pursue local and regional clients in Great Central and Southeastern Ohio, with emphasis on industries like construction, healthcare, not-for-profit, real estate, and HUD.

Diversified services Position offerings beyond core accounting to include estate planning, payroll and employee benefit plan services, and specialized advisory for niche sectors to win cross-sell opportunities within existing client bases.

Tech-enabled Engage via existing tech stack and digital touchpoints (iCIMS, Google tools, recaptcha, analytics, web stack) to streamline outreach, lead capture, and client onboarding while highlighting cloud and data-driven services.

Growth readiness With revenue in the multi-million range and a broad set of industries, propose scalable solutions such as GAAP conversions, healthcare and real estate tax optimization, and not-for-profit compliance to support growth and attract larger clients.