Integrated services Target mid-market SMBs that require both accounting and investment advisory services to optimize tax efficiency and investment performance, leveraging Griffiths, Dreher & Evans, PS, CPAs unique combined CPA and advisory offering.

Tax optimization Position as a specialist in tax planning for small businesses and owner-led investments, offering valuations, business sales support, and ongoing tax prep to improve net cash flow and exit readiness.

Main Street focus Prioritize outreach to small to mid-sized Main Street businesses seeking comprehensive financial stewardship, highlighting long-standing experience and personalized service to differentiate from larger firms.

Tech-enabled campaigns Leverage existing digital assets such as Google Ads tracking and PHP-based tech stack to deliver targeted marketing and lead capture for service bundles combining accounting and advisory offerings.

Growth readiness Offer scalable advisory packages to firms approaching growth, acquisitions, or succession planning, aligning with potential buyers or sellers in nearby markets and creating cross-sell opportunities.