Focused advisory Gwizdala & Associates combines accounting with business and tax planning experience, presenting a compelling opportunity to offer high-value advisory services and upsell strategic planning engagements to existing clients.

Small to mid-market With 11-50 employees and revenues in the 10M to 25M range, there is potential to scale services for mid-market firms needing more robust tax strategy, audit readiness, and technology-enabled accounting solutions.

Experienced leadership A team with Enrolled Agent credentials, a CPA, and expert QuickBooks advisors signals credibility for expanding into outsourced CFO, tax optimization, and workflow automation services for growing firms.

Tech enablement Current tech stack and cloud tools indicate openness to digital modernization; pitch opportunities around cloud-based accounting, data analytics, and secure client portals to improve efficiency and client insights.

Growth-ready Revenue range suggests room for expansion via service line diversification (tax planning, business advisory, ERP integration) and cross-sell to similar mid-market clients in comparable industries.