Small firm opportunity Luers & Dyer CPAs, LLP is a boutique accounting practice with 2-10 employees and revenue in the 1M–10M range, presenting a target for scalable advisory and outsourced accounting solutions to similar small to mid-sized businesses and nonprofits seeking personalized service.

Specialized services The firm offers tax planning, nonprofit accounting, outsourced bookkeeping, financial management, and advisory services, indicating a cross-sell path to clients needing end-to-end compliance, planning, and strategic financial guidance.

Industry reach Experience across Tribal Government, Women-Owned Businesses, startups, construction, and nonprofits suggests opportunities to expand services with organizations in these sectors, including grant reporting, audits, and compliance support.

Local presence Two offices in Julian and City Heights enable a strong local footprint with potential for regional expansion, on-site consultations, and targeted community outreach to grow client acquisition in the greater San Diego area.

Growth potential With revenue between 1M and 10M and a lean team, there is potential to upsell advisory and technology-based solutions such as QuickBooks optimization, cloud-based accounting, tax projections, and transaction support to strengthen client value and retention.