Mid-market focus Target McBee & Co as a growing mid-sized accounting practice with revenue likely in the $10M-$25M range and a staff size of 11-50, indicating potential need for scalable technology, advisory services, and outsourced solutions to support expansion and client diversification.

Tech stack fit Leverage their current tech usage (WordPress, Shopify, Microsoft 365, Google Cloud) to position modern cloud-based practice management, collaboration, and client portal enhancements as easy wins to improve efficiency and client experience.

Growth opportunities Explore services around expanding service lines, such as advisory, cloud-based bookkeeping, financial planning, and systems integration, to align with a growing firm likely seeking higher-margin services and scalable processes.

Financial health With reported revenue in the $10M-$25M range, present solutions that scale with revenue growth, including automation, data analytics, and cybersecurity, to protect and accelerate profits as the firm expands.

Competitive positioning Position McBee & Co relative to larger firms in the ecosystem by emphasizing personalized service for small to mid-sized clients, possible partnerships or referral networks, and value-based pricing to win segments underserved by big firms.