Mid-market focus Target Jackson & Runyan CPAs, a mid-sized accounting firm with 11-50 employees and annual revenue in the 10M–25M range, as a prime candidate for a scalable service stack that can support growth, client portfolio diversification, and tighter tax and advisory operations.

Technology enablement Leverage their current tech stack including Google Cloud, Cloudflare, Nginx/OpenResty, and analytics to propose integrated security, performance optimization, and cloud-based workflow enhancements that align with their emphasis on personalized services and client experience.

Security and reliability Position value around data protection, compliance, and uptime to reassure a growing CPA practice about safeguarding client information, given their client-centric philosophy and reliance on digital channels.

Growth accelerants Offer scalable solutions such as automated tax workflow tooling, AI-assisted accounting, and cloud-based collaboration that support expanding client services, improved utilization, and potential cross-sell opportunities with mid-market enterprises.

Relationship-led selling Approach via relationship-driven outreach, highlighting consultative engagements, co-creation of outcomes, and measurable ROI to align with their stated values and increase likelihood of partnership adoption.