Small firm growth Target the firm as a boutique full-service accounting, tax, and consulting provider with expansion potential; emphasize scalable CPA services, cloud adoption, and advisory offerings to attract clients seeking personalized attention from a small team.

Founder-led trust Leverage Christine Turrentine’s two decades of industry experience and client-centric service philosophy to position yourself as a high-trust partner for personal and business financial goals, including succession planning and wealth management integration.

Tech stack leverage Offer optimization and cybersecurity assessments aligned with their current tech stack (AWS, Microsoft 365, analytics tools) to improve efficiency, data security, and client reporting; propose value-added digital transformation and automation services.

Revenue focus With revenue in the mid-market range and a lean employee base, present scalable outsourcing solutions, fractional controller/CFO services, and market expansion support to drive profitability and capacity for more clients.

Market positioning Differentiate from large firms by highlighting personalized service, local expertise in Upland, CA, and flexible engagement models; pitch as a bridge for SMBs seeking attention of a boutique firm with enterprise-grade capabilities.