Mid-market CPA Accounting firm in the mid-market segment (11-50 employees) with multi-state or regional SMB focus presents upsell potential for managed services, cloud-based tax/compliance, and advisory packages tailored to growing firms.

Tech stack Adoption of cloud and web technologies (AWS, HTTP/3, PHP, jQuery) indicates readiness for modern digital workflows; position cybersecurity, data analytics, and hosted ERP/CRM integrations as value-add services.

Revenue range Revenue in the $10M–$25M band suggests potential for scalable solutions such as scalable payroll processing, financial planning, R&D tax credit consulting, and process automation to improve margins.

Growth opportunities Location in Farmington Hills, MI and regional CPA landscape with peers of large firms implies opportunities for niche advisory services, M&A support, and industry-specific compliance offerings to differentiate from big firms.

Security & analytics Presence of analytics tooling (Matomo, Piwik PRO) signals interest in data-driven decision making; offer data governance, analytics dashboards, and third-party risk assessment to strengthen client trust and retention.