Small firm footprint Target Marlow Hunter, PC as a boutique accounting firm specializing in niche sectors such as franchisors, mortgage lenders, multi-family housing, non-profits, and employee benefit plans. A sales opportunity exists to offer scalable cloud-based ERP and financial reporting tooling that fits a small team while enabling compliance and specialized industry reporting.

Regulatory services Leverage their practice of peer reviews and regulatory licensing requirements to position advisory services around firm quality management, risk assessment, and continuous professional development content outsourcing or technology-enabled peer review workflows.

Education partnerships Present collaboration opportunities around continuing professional education programs and conference speaking engagements by offering training platforms, content libraries, or sponsorships that extend their educational reach to state CPA societies and the AICPA network.

Technology optimization Their tech stack centers on Microsoft 365, Azure, and identity/security tooling. Propose integrated cloud security, document management, and automated workflow solutions to enhance collaboration, client portal experiences, and regulatory reporting efficiency for a small but specialized team.

Growth enablement With revenue in the mid-range and a lean employee base, identify services that scale without headcount growth, such as outsourced CFO, managed accounting platforms, or fractional advisory services tailored to mid-market franchises and non-profit organizations seeking governance and financial transparency.