Marketing Tech Alignment With existing use of Facebook Pixel, Google Analytics, and Facebook advertising, there's an opportunity to consolidate analytics, implement advanced attribution, and deploy marketing automation that improves lead capture and client onboarding efficiency.

Cloud and Security Tune-up Current reliance on RackSpace Cloud and Cloudflare signals room to optimize hosting costs, enhance security controls, and explore cloud platform options for scalability and reliability, supporting data protection and uptime for client-facing services.

Web and Portal Modernization The stack using Microsoft ASP.NET and IIS suggests opportunities to modernize web applications and add a client portal or self-service features for intake, scheduling, and document management, improving user experience and retention.

Productivity and Governance Microsoft 365 deployment can be leveraged to streamline workflows, improve collaboration, and implement governance policies to protect sensitive information across the team.

Growth Enablement At a mid-market size with growth potential, there's potential to offer scalable IT and managed services, including security, backup, and integration solutions, to support expansion and broaden client service capabilities.