Small firm focus Target Conway Tax as a high-potential client for outsourced accounting and tax services tailored to small businesses, highlighting scalable solutions such as contract CFO, tax planning, payroll, and QuickBooks training to support growth and compliance.

Tax problem potential Position services around tax resolution and back taxes, offering representation and strategy to clients who may face audits or complex tax issues, leveraging their emphasis on staying ahead in tax environments.

Industry specialization Leverage their industry exposure to medical, dental, construction, professional services, and consumer services by offering industry-specific compliance checklists, budgeting, and financial planning packages designed for these sectors.

Technology leverage Propose value through modern cloud and data analytics integration using their tech stack, such as enhanced financial reporting, secure data access, and streamlined QuickBooks workflows to improve efficiency and client insights.

Growth & capabilities Offer scalable services that align with a growing firm’s needs, including business consulting, strategic planning, valuation, and troubled business revitalization to support acquisition, expansion, and profitability goals.