Upsell to SMBs Capitalize on Culshaw and Company’s existing client base of individuals and closely held businesses by offering bundled services (tax planning, payroll, financial reporting, business succession) to increase wallet share and create recurring advisory engagements in the Portland market.

Tech Modernization Leverage their cloud and web stack (Cloudflare, Microsoft 365, GoDaddy, Nginx) to position as a tech-forward CPA firm providing cloud-based accounting, software integrations, automation of routine tasks, and secure data practices that attract SMB clients seeking efficiency.

Advisory Expansion Introduce fractional CFO, budgeting, cash-flow forecasting, and M&A readiness services to growth-oriented SMBs, expanding from compliance-focused work to high-value advisory revenue for mid-sized clients.

Partnership Opportunities Develop referral and strategic partnerships with local attorneys, bankers, and financial planners to source closely held business clients and co-market integrated tax, accounting, and succession offerings.

Market Focus Target the Portland metro SMB segment that seeks tax efficiency, compliant financial reporting, and succession planning, leveraging Culshaw’s mix of individual and business services to cross-sell to owners and families.