Boutique scale Small but growing firm in South Florida with revenue in the low to mid seven figures and a lean team. Target opportunities to upsell advisory, outsourced controllership, and fractional CFO services to mid-market clients expanding in Florida.

Family and nonprofit focus Specializes in individuals, families, corporations and nonprofit organizations. Leverage this to propose grant management, compliance consulting, nonprofit audits, and tax planning services for mission-driven organizations seeking tailored financial leadership.

Tech stack leverage Current tools include WordPress, Microsoft 365, and analytics tools. Potential to offer digital transformation, cloud accounting, cybersecurity hygiene, and client portal enhancements to improve efficiency and client experience.

Local market foothold West Palm Beach presence with South Florida focus creates a gateway for regional expansion. Propose regional expansion services, cross-sell with audit and assurance for growing local businesses, and target industries with high compliance needs.

Growth readiness Revenue signals capacity for more complex engagements but small team. Position for scalable services such as interim CFO, outsourced accounting, tax strategy for families and philanthropies, and onboarding of scalable practice management solutions.