Growth recognition Lumsden McCormick CPA has been recognized by INSIDE Public Accounting as a Top 200 firm and a 2026 Fastest-Growing Firm, signaling strong market momentum and potential for expanded advisory services, cross-sell opportunities, and strategic partnerships with growth-oriented clients.

Mid-market focus With revenue between $100M and $250M and services spanning commercial businesses, nonprofits, and governmental entities, there is a solid pipeline for value-add services such as strategic planning, financing, mergers and acquisitions, and forensic accounting for mid-market organizations.

Service expansion Nontraditional offerings including business advice, valuation, litigation support, and nonprofit software implementation present opportunities to upsell integrated advisory solutions to current clients and attract organizations seeking holistic financial leadership.

Technology stack Utilize current tech like AWS, Azure, HubSpot Analytics, iCIMS, and WordPress to enhance client experience, data analytics, and scalable service delivery; opportunities exist to propose digital transformation, data-driven reporting, and automation for finance and governance teams.

Talent strategy Recent hires and leadership appointments in HR and IT indicate a focus on people and technology; prospect opportunities include providing HR advisory for growing firms, cybersecurity and IT governance services, and scalable talent management solutions to support expansion.