Regional SMB Growth Position the firm as a local, relationship-driven CPA and business consultant serving the Puget Sound region, with offices in Edmonds and Marysville. Leverage decades of combined experience to cross-sell accounting support and tax planning to growing small and midsize businesses in the area.

Advisory Upsell Potential Expand beyond compliance to include business performance reviews, cash flow forecasting, and strategic tax planning to help clients identify and implement changes. This creates opportunities to upsell ongoing advisory engagements to existing clients.

Outsourced CFO Opportunity With a lean team and mid-market revenue footprint, offer fractional CFO or controller services to SMBs that need financial leadership without a full-time hire, enabling growth and stronger financial governance.

Tech-Driven Advisory The firm’s hosting and software stack signals comfort with digital tools; monetize this by offering data‑driven advisory, cloud accounting integrations, process automation, and cybersecurity/compliance services for client data.

Local Partnerships Leverage the Edmonds and Marysville presence by building partnerships with banks, law firms, and local business networks to generate referrals for tax planning and accounting services.