Small Firm Focus Target the firm as a high-potential entry point for outsourced tax planning, tax preparation, CFO services, and CEO coaching, emphasizing scalable solutions for small teams with international client exposure.

Global Reach Highlight opportunities to expand cross-border tax advisory and international client services, leveraging their Dane County base while attracting national and international clients seeking compliant, scalable accounting support.

Tech Stack Leverage Position IT and cloud-based security, data analytics, and workflow automation services to optimize client accounting ecosystems, given their use of QuickBooks, AWS, Mimecast, Google Analytics, and other tools.

Growth Momentum Offer scalable practice management and profitability optimization engagements, such as advanced tax planning, CFO services, and performance coaching, to help the firm increase margins as revenue remains under one million.

Competitive Franchise Present differentiated value through niche services like CEO coaching and strategic tax planning for small businesses, paired with success stories and benchmarks against mid‑market firms to strengthen competitive positioning.