Midwest Focus Target Koski Professional Group as a strategic partner for growth in the Midwest, leveraging their established client base of closely held businesses to offer value-added services beyond traditional accounting.

Small Firm Agility Position tailored, high-touch advisory and outsourced finance solutions suitable for a small team (2-10 employees) to help scale operations, improve efficiency, and expand service lines.

Tech Stack synergies Leverage their NetSuite and Microsoft 365 environment to offer integrative cloud-based ERP and collaboration enhancements, plus add-ons like cloud security and data analytics.

Growth Financing Explore services around financial planning, succession planning, and scalable accounting systems to support revenue growth from the current 10M-25M range and prepare for potential M&A activity.

Relationship Expansion Propose bundled advisory packages combining tax, auditing, and consulting with proactive client relationship management to deepen retention and cross-sell opportunities, aligned with their mission of long-term client relationships.