Small Business Focus Target Marlys Bourm CPA as a high-potential client in the small business and solo-entrepreneur sector, offering cost-effective accounting, tax, and bookkeeping solutions tailored for individuals or micro businesses operating online.

Tech Stack Fit Leverage their current use of Wix, Wix eCommerce, Google Cloud, and Microsoft 365 to propose integrated financial and compliance tooling, cloud-based invoicing, and secure data workflows that minimize manual entry and enhance accuracy.

Low Headcount With 0-1 employees, emphasize scalable outsourced CPA services, virtual bookkeeping, and flat-rate or pay-as-you-go models that align with their likely need for affordable, frictionless professional support.

Financial Health Revenue under $1M signals growth potential; position services around tax planning, cash flow forecasting, and compliance readiness to support early-stage expansion and investor readiness.

Growth Enablement Propose add-on capabilities such as quarterly financial reporting, automation of expense categorization, and dashboards that can help them make data-driven decisions as they scale their online presence.