Client Growth Established Sarasota CPA firm with a track record of expanding headcount and service scope since 2002, indicating potential for scalable accounting, tax, and advisory services to support growing mid-market clients.

Tech Enablement Current technology stack includes analytics and security tools (Google Analytics, Cloudflare, Pendo, Barracuda) suggesting readiness for data-driven financial insights, cybersecurity, and digital accounting workflows to attract tech‑savvy businesses.

Midmarket Focus Revenue range of 25M–50M and team size 11–50 positions Miles & Thirion as a midmarket firm with capacity to offer comprehensive tax, accounting, and advisory services to similarly sized companies seeking personalized service.

West Coast Presence Strategic emphasis on West Coast Florida with a stated vision to be highly regarded and innovative in the region, presenting opportunities to partner with local businesses looking for trusted accounting advocates.

Security & Compliance Adoption of security and compliance tools (Cloudflare, Barracuda, HSTS) highlights a emphasis on data protection and regulatory readiness, enabling proactive upsell of SOC, cybersecurity, and compliance consulting to clients.