Small practice Target the firm as a small accounting practice with 2-10 employees, likely needing affordable, scalable accounting software, automation tools, and outsourcing options to support growth.

Regional focus Leverage the Illinois-based footprint (Delavan) and potential ties to nearby communities for localized services, cross-sell advisory, tax planning, and compliance solutions tailored to mid-sized, regional firms.

Leadership continuity Recent leadership changes and long-tenured executives nearing retirement present opportunities for succession planning services, governance optimization, and continuity-focused IT and risk management offerings.

Technology stack Current tech includes WordPress, MySQL, and analytics tools; opportunities exist to modernize workflows, implement cloud-based practice management, and enhance cybersecurity and data governance for client and internal use.

Strategic partnerships Historical collaborations with educational and regional institutions suggest alignment with partner programs; propose value-added training, certification programs, and referral partnerships to expand client reach.