SMB Growth Enablement Target Lindsay and Company CPA as a growth-focused firm serving small to mid-sized businesses and not-for-profit organizations. They emphasize profitability and efficiency, presenting opportunities to upsell advisory, IT controls, cloud accounting, and profitability optimization services for clients navigating competitive and global markets.

Tech Stack Fit Leverage their current technology usage (Google Cloud libraries, Microsoft 365, PHP, Google Tag Manager, reCAPTCHA) to propose integrated cybersecurity, data governance, workflow automation, and cost-effective tech stack enhancements tailored for accounting practices.

Revenue Scale With annual revenue in the 10 to 25 million range and 11–50 employees, there is a clear mid-market opportunity for services such as outsourced C-suite finance, SOC compliance support, ERP optimization, and advanced analytics to drive efficiency and profitability.

Partnership Horizon Partners Maria Berntson and Hien Nguyen lead client-centric services, signaling openness to strategic partnerships, co-marketing, and referral programs that target mid-size organizations, nonprofits, and family-owned businesses seeking trusted financial leadership.

Industry Positioning Position the firm as a comprehensive financial solutions provider in a competitive market by highlighting deep client service, growth mindset, and global readiness, creating upsell opportunities for advisory services, tax planning, and compliance consulting for expanding clients.