Largest WV CPA West Virginia's largest locally-owned CPA firm presents an opportunity to cross-sell advisory services, industry benchmarking, and technology integration for regional growth clients seeking scale with local expertise.

Mergers and Growth Recent merger with Somerville & Company expands footprint and capabilities; a sales angle includes offering integrated ASC/Tax and Audit solutions to capture clients in newly combined markets.

Full-Service Offerings Comprehensive services from accounting and tax to audits and advisory services create upsell paths for existing clients and a pipeline for managed services, cloud accounting, and Client Accounting and Advisory Services (CAAS).

Technology Stack Utilizes modern tools (QuickBooks, Sanity.io, PWA, Adobe Suite) which can be leveraged to introduce cloud-based, scalable solutions, automation, and data analytics offerings to clients seeking efficiency and digital transformation.

Regional Footprint Multi-city presence in Charleston, Huntington, Morgantown, and Parkersburg positions the firm to package regional services, industry-specific insights, and cost-effective compliance programs for West Virginia and neighboring markets.