Strong market position SB & Company is a growing minority-owned CPA firm recognized as the #6 Single Audit company in the United States, signaling stability and credibility that can be leveraged to win more federal and state auditing engagements.

Mid-market focus With 51-200 employees and revenue between 50M and 100M, SB & Company sits in the mid-market niche, offering scalable audit, tax, risk, and advisory services to growing organizations seeking comprehensive assurance and advisory support.

Diverse services The firm provides audit, tax, risk consulting, and business advisory services across multiple industries, presenting cross-sell opportunities to existing clients and a compelling value proposition for firms needing integrated solutions.

Leadership visibility Milestone recognition for partner Tiana D. Wynn and active community volunteering position the firm as a purpose-driven partner, which can be leveraged to engage clients prioritizing ESG, community impact, and governance.

Technology stack Utilization of Paycom, Salesforce, Microsoft 365, Google Cloud and other modern tools indicates readiness for digital transformation projects, automation, data analytics, and secure collaboration services that can be upsold to clients.