HUD/LIHTC Focus Established expertise auditing and tax services for HUD, Rural Development, and LIHTC housing projects. This specialization suggests upsell opportunities in related compliance, financial reporting, and advisory services for affordable housing developers and operators.

Public Sector Experience Experience providing audits under Government Auditing Standards and OMB Uniform Guidance for small governments and not-for-profits. Potential cross-sell pathways to other local government entities and nonprofit organizations seeking cost-efficient accounting, assurance, and grant compliance solutions.

Midmarket footprint Small to mid-sized firm with 11-50 employees and revenue in the mid market range. Opportunity to position as a cost-effective, customized alternative to larger firms for similar regulatory and nonprofit audit needs.

Technology Stack Uses common web and security tools but appears to rely on standard SMB tech rather than advanced analytics platforms. Potential upsell of modern audit analytics, cloud-based financial management, and automated compliance solutions to improve efficiency for clients with regulated workloads.

Growth Readiness Annual revenue between 10M-25M indicates scaling potential. Target prospects in affordable housing, local governments, and nonprofits with expanding compliance requirements, offering integrated audit, tax, and advisory packages to support growth and regulatory changes.