Mid-market Accounting Target a mid-sized accounting practice with 11-50 employees serving local clients in Iowa, positioning value in personalized advisory services and scalable technology to support growth and compliance.

Growth Revenue Leverage the reported revenue range of 10M-25M to propose services that optimize profitability, tax strategy, and efficiency for expanding client portfolios and cross-sell advisory offerings.

Experience Advantage Highlight the firm’s deep expertise and 300 years of combined experience as a differentiator for complex accounting, tax planning, and business advisory engagements for mid-market clients.

Local Expansion Identify opportunities to support clients in Spencer and Milford with scalable services such as cloud-based accounting, outsourced controller functions, and compliance readiness to attract regional firms.

Tech & Compliance Position tech stack capabilities and modern reporting to address clients’ needs for governance, risk management, and automated financial insights, creating upsell paths into outsourcing and advisory services.