Strong growth profile Roth&Co is a mid-sized US accounting and advisory firm highlighted as a fastest-growing firm by Inside Public Accounting for 2025, signaling expanding client demand and potential cross-sell opportunities across tax, accounting, and advisory services.

BDO Alliance leverage As a member of the BDO-Seidman Alliance, Roth&Co can access broader multinational resources while maintaining independence, suggesting a path to pitch multinational compliance, cross-border tax, and audit support services to clients expanding internationally.

Tech-enabled operations The firm employs common cloud and analytics tools (QuickBooks Online, Google Analytics, Power Query, etc.), indicating readiness to onboard technology-driven clients and offer integrated tech-enabled accounting, tax automation, and advisory services.

High client retention With one of the industry’s highest client retention rates due to confidentiality and responsiveness, Roth&Co presents a stable client base with upsell potential in tax compliance, controversy, and advisory services.

Growth through advisory Recent leadership hires in investment banking and private equity domains suggest an opportunity to cross-sell advisory, financial due diligence, and capital advisory services to mid-market clients seeking growth capital or exit strategies.