Growth Opportunity Mid-sized CPA firm with revenue in the 25-50M range and 30 professionals signals potential for expanded accounting, tax, and IT assurance services to increase share of wallet among existing clients and cross-sell to similar mid-market firms in the Southeast.

IT Assurance Expansion Current description highlights information technology assurance and consulting services, suggesting there is client demand for cybersecurity, cloud, and IT control audits; target firms with regulated or tech-enabled operations seeking risk mitigation and compliance support.

Southeast Footprint Serving Georgia and the Southeast offers a platform to upsell regional advisory services, including multi-state tax, outsourced CFO, and SE-specific regulatory compliance, leveraging local presence for trust and faster service delivery.

Tech Stack Leverage Investment in Google Cloud, WordPress, analytics, and optimization tools indicates capacity for data analytics, digital marketing optimization, and technology-driven client reporting; pitch data-driven advisory, KPI dashboards, and cloud-based internal controls for clients.

Growth Readiness With 11-50 employees and a professional development culture, TAG is positioned to scale partnerships with larger firms for collaboration on audits, tax, and IT assurance, as well as potential acquisitions or referrals from similar firms in the industry.