Small Firm Focus ACT Services, Inc. is a boutique accounting firm with 11-50 employees serving individual taxpayers and SMBs in central Indiana, indicating a sales opportunity to expand digital tooling, outsourced payroll, and advisory services for growing local businesses.

CPA Led Advisory Led by CEO Tina Moe, CPA, CGMA, the firm emphasizes business owner services including payroll, controller/CFO support, and strategic guidance, presenting a chance to propose advanced financial planning, cash flow optimization, and fractional CFO offerings.

Tax Expertise The firm highlights complex individual tax scenarios and audit support, suggesting potential cross-sell of tax planning for multi-state, foreign filing, and IRS negotiation services to high-net-worth individuals or businesses with cross-border needs.

Content Marketing Monthly expert tax tips via IndyBizTVShows position ACT Services as a thought leadership channel, opening doors for partnerships, sponsored content, webinars, and expanded client education programs to attract new clients.

Tech Stack Leverage Current tech stack includes cloud and web technologies such as AWS and SEO tools, indicating opportunities to upsell modern cloud-based accounting, automation, and data analytics solutions for efficiency and client insights.