Growing SMB Practice Mid-sized accounting firm with 11-50 employees and a diverse client base including churches, non-profits, healthcare, and professionals presents opportunity to upsell advisory, auditing, and tax services to existing nearly 2000 international clients and expand services to global clients.

Nonprofit Focus Strong experience in audits and management advisory for churches and non-profits signals a potential cross-sell of grant compliance, internal controls reviews, tax-exempt filings, and financing advisory to similar organizations expanding their footprint.

Tech Forward Current tech stack with cloud, website builder, and security practices suggests readiness for digital transformation projects for clients, enabling offerings in cloud accounting, cybersecurity, data analytics, and compliance automation.

Growth Potential Revenue band of 10–25 million indicates scale to pursue mid-market services such as outsourced CFO, strategic planning, and advanced audit services, aligning with larger regional firms in peers list for competitive positioning.

Experienced Team 90+ years of senior staff experience across diverse sectors provides a trusted basis for high-touch advisory relationships, enabling targeted outreach to professional practices, construction firms, and healthcare providers seeking seasoned guidance.