Small Business Focus Target Haney & Company as a focused accounting partner for small businesses seeking affordable, efficient solution sets including payroll, tax preparation, and bookkeeping support.

Service Expansion Leverage their evolution into a comprehensive accounting and consulting practice to propose additional advisory services such as cash flow optimization, tax strategy, and outsourced CFO offerings.

Technology Enablement Highlight opportunities to enhance client experience with cloud-based tools, QuickBooks/Peachtree optimization, and integration support leveraging their current tech stack and partnerships.

Growth Potential With revenue in the lower-mid seven figures and a lean employee base, position scalable services to help them expand client onboarding, onboarding automation, and blended service packages.

Client Retention Emphasize value-added services that improve accuracy and compliance to strengthen client retention, cross-sell, and recurring revenue through proactive tax planning and payroll efficiency.