Small Firm Opportunity Heller & Filippone, LLP is a small accounting firm with 2-10 employees and revenue in the $1M-$10M range. This presents a targeted sales opportunity to provide scalable services, higher-margin advisory, and technology-enabled solutions that fit their growth stage without overhauling their current setup.

Westchester Focus The firm emphasizes serving Westchester and the Tri-State area with a strong professional reputation. Introduce regional compliance, tax planning, and industry-specific practices tailored to local businesses seeking reliable trusted-advisor services.

Quality and Education A commitment to continuous professional education and high service standards suggests openness to ongoing training, outsourced compliance support, and advisory services that enhance accuracy, efficiency, and decision-making for clients.

Technology Stack Current tech usage includes web and analytics tools like Google Ads Conversion Tracking and JSON-LD, plus infrastructure components (Nginx, Caddy, HTTP/3). Propose modernization audits, cybersecurity hardening, and data-driven marketing or client onboarding automation to boost efficiency.

Referral Growth Client referrals have fueled recent growth, indicating strong client relationships. Leverage this by offering referral-friendly programs, partner-led co-marketing, and scalable services for incumbent clients to expand their engagement and wallet share.