Wealth Planning Target retirement planning and wealth management services for individuals and small business owners, highlighting their focus on creative and innovative planning to expand advisory relationships.

Small Business Leverage their size (11-50 employees) to offer scalable accounting, tax, and consulting packages tailored for mid-market clients seeking personalized attention and local KC presence.

Technology Stack Position as a tech-forward CPA with cloud and security capabilities by emphasizing AWS, Google Analytics, Google Maps, recaptcha, and modern web standards to support efficient service delivery and compliant reporting.

Revenue Potential Current revenue range indicates mid-market opportunity; propose cross-sell of retirement planning, estates and trusts, investments, and business consulting to deepen client relationships and increase wallet share.

Local Expertise Emphasize Kansas City presence and personalized service to win referrals from local businesses, individuals, and professional networks seeking trusted CPA advisory and audit support.