Integrated services Kurtz & Company has merged with Moss Adams to offer a broader suite of accounting, consulting, and wealth management services, enabling cross-selling opportunities across multiple practice areas and client needs.

Expanded resources Post-merger, the combined firm leverages a nationwide platform with access to over 3,800 professionals and 30 locations, which can be positioned to win larger, multi-region engagements and complex projects.

Tech-forward The firm’s tech stack includes analytics and cloud tools like Snowflake, Oracle, Marketo, and AI-related services, creating opportunities to offer data-driven advisory, digital transformation, and AI-enabled risk/compliance solutions.

Wealth and advisory With wealth management capabilities now integrated, there is potential to cross-sell financial planning, investment advisory, and succession planning services to accounting clients seeking holistic financial strategies.

Strategic growth Recent leadership changes and growth initiatives in taxonomy suggest a focus on expanding capabilities in construction, tax reform advisory, and specialized industry practices, signaling opening for targeted industry-focused pitches.