Targeted clientele Mid-sized financial services firm serving a diverse client base including small businesses, Indian tribes and gaming, HUD housing providers, non-profits, municipalities and school districts, oil and gas, and retirement facilities. Sales opportunity: cross-sell accounting, tax planning, payroll, and audit services across these verticals.

Regional footprint Located in Bartlesville, Oklahoma with a historical presence in Northeast Oklahoma and Southeast Kansas. Sales potential: expand local and cross-border professional services to nearby municipalities, schools, and regional nonprofits; offer region-specific compliance and audit support.

Growth mindset Recent combination of two firms into a new name signals integration, scalability, and reliability. Sales angle: position as a stable, full-service accounting and advisory partner capable of supporting growth, mergers, and succession planning for clients and potential referral networks.

Tech stack Utilizes cloud and analytics tools including AWS, Piwik PRO Core, RSS, and marketing tech; presence of web and CMS elements. Sales approach: offer cloud-based financial systems, data analytics, dashboards, and digital marketing analytics consulting to improve efficiency and insights for clients.

Revenue engine Reported revenue in the mid-range of tens of millions, with a sizable staffing scale of 11-50 employees. Sales opportunity: propose scalable offerings (audit, tax, software implementation, outsourced CFO) that align with growing client needs and support revenue growth alongside the firm.