Growth and scale Sarasota CPA firm Miles & Thirion has grown from a small team to over twenty employees with reported revenue between 25M and 50M, indicating a trajectory suitable for expanded financial services, advisory, and outsourcing solutions tailored to mid-market fast-growing firms.

West Coast focus Positioned on Florida's West Coast with a stated aim to be the region’s most trusted and innovative accounting firm, presenting opportunities to offer regional market expansion support, industry-specific compliance services, and strategic tax planning for local businesses seeking reliability and modernized accounting.

Full-service needs As a full-service CPA firm offering tax, accounting, and financial services, there is potential to cross-sell technology-enabled advisory, cybersecurity for financial systems, outsourced CFO/controller services, and enhanced analytics to improve client decision making.

Tech and compliance Adoption of cloud-based and web technologies (Cloudflare, Google Analytics, CFML) suggests openness to modernization; this creates a sales angle for cloud migration, AI-driven bookkeeping, data security assessments, and process automation partnerships.

Client relationship value Mission and values emphasize trust, service, and long-term relationships, indicating a receptive market for ongoing retainer-based advisory engagements, wealth and tax planning for individuals and business owners, and scalable outsourcing models for growth-oriented clients.