Largest WV CPA Position Suttle & Stalnaker as West Virginia’s largest locally-owned CPA firm with multiple office locations and a broad service line. Sales opportunity: cross-sell advisory, tax management, and audits to mid-market companies seeking local, relationship-driven accounting partners.

Strategic Merger Opportunity Recent merger with Somerville & Company expands footprint and capabilities. Sales opportunity: target merged client base for blended services, integration of Client Accounting and Advisory Services, and cross-sell technology-enabled finance solutions to broaden service reach.

Mid‑Market Focus Revenue in the 100M–250M range with staff scale fits mid-market profile. Sales opportunity: offer scalability services such as outsourced finance, ERP/automation optimization, and internal controls consulting to support growth and regulatory needs.

Tech Stack Leverage Adoption of QuickBooks, Zoho, Drupal, Shopify, OpenAI, ADP, and other tools signals readiness for tech-enabled services. Sales opportunity: propose AI-assisted financial insights, automation modernization, and client portal enhancements to improve efficiency and decision-making.

Client‑Centric Growth Emphasis on relationships and proactive issue resolution suggests high client satisfaction and retention potential. Sales opportunity: position as a trusted partner for long-term strategic planning, tax management, and succession planning for high-value clients and their stakeholders.