Regional SMB Focus Target small to mid-market business owners in Portage and broader Michigan who show revenue in the 1M-10M range. Focus on expanding from tax services to ongoing advisory and controllership, leveraging local presence and personal service to win mid-market engagements.

BDO Alliance Advantage Use the independent BDO USA, LLP affiliation as a selling point to access national resources and larger-firm capabilities for clients who eventually outgrow a small practice, enabling smooth referrals and scalable engagements.

Advisory Education Focus Position the firm as a partner that helps owners interpret financial results and communicate them to their teams, enabling services such as fractional CFO, budgeting and KPI dashboards, and training programs to drive client value and retention.

Tenured Team Advantage Highlight staff stability, including long-tenured personnel like Erik who joined in 2016, to build trust with prospects and position the practice as dependable for ongoing advisory and tax work.

Competitive Positioning Frame the firm as a cost-efficient, highly personalized option in Michigan relative to large firms, with growth opportunities through a local network and potential digital marketing enhancements to attract new clients.