Small firm, big needs NHKC CPAs is a small Bellevue, WA firm with 2 principals and under 10 employees. Identify opportunities to upsell scalable cloud-based tax and accounting tech, compliance automation, and advisory services tailored to growing small businesses that may outgrow their current setup.

Full-service value As a full-service CPA with tax planning, compliance, GAAP attest and consulting, there is potential to cross-sell advisory packages, financial forecasting, internal controls, and year-end audit readiness for SMBs seeking integrated solutions.

Tech modernization Current tech stack includes PHP, MySQL, Nginx, and basic analytics. Position modernization and security enhancements, cloud migrations, and data analytics offerings to attract clients needing scalable, secure, compliant financial systems.

Growth alignment Revenue is under 1M with a lean team. Target micro to small businesses in need of affordable, high-quality tax and attest services, highlighting fixed-fee or value-based pricing and remote delivery to expand reach beyond Bellevue.

Market positioning Competing with large firms by emphasizing personalized service and local expertise. Leverage competitive positioning to offer niche services for family-owned businesses, startups, and individuals requiring tailored tax planning and controllership support.