Small firm scale EBPI is a small accounting firm with 2-10 employees and revenue in the $1M-$10M range, presenting an opportunity to target growth services, flexible pricing, and scalable solutions for firms at a similar size.

Comprehensive services Offers full bookkeeping, taxation, payroll, and consulting, suggesting cross-sell opportunities for add-on advisory services, tax planning, and cloud-based workflow improvements to deepen client reliance.

Enrolled Agents All tax returns are signed by Enrolled Agents with extensive experience, signaling value in advanced tax strategies, year-round tax planning packages, and potential upsell of specialized compliance services.

Tech stack Utilizes AWS, Squarespace, Microsoft 365, and cybersecurity training (KnowBe4), indicating readiness for digital transformation projects, secure data handling, and potential upsell of hosted accounting platforms and security services.

Growth readiness Revenue visibility and a client base requiring payroll for up to 20 employees point to scalable payroll, HR compliance, and profitability analytics offerings as practical expansion paths.