Small firm advantage Target Burns & Johnston as a high-touch, small- to mid-size accounting and advisory firm seeking strategic partnerships to extend their service mix beyond tax and bookkeeping into CFO services, business planning, and succession planning for client growth.

Fixed-fee appeal Leverage their fixed-fee model to position value-based offerings such as advisory retainers, Budget/Forecast packages, and periodic financial health checkups for ongoing client retention and predictable revenue.

Regional focus Opportunity to tailor localized services and marketing to San Bernardino, Los Angeles, and Orange County businesses, emphasizing compliance, IRS representation, and industry-specific advisory aligned with California regulations.

Tech stack fit Propose integrations and value-added tech services around QuickBooks, cloud accounting, and accounting software implementation to deepen adoption and create cross-sell opportunities with their existing tech tools.

Growth potential With revenue between one and ten million and a lean team, offer scalable solutions such as fractional CFOs, business valuations, and succession planning to support client growth while leveraging their CPA expertise and advisory capacity.