Outsourced CFO Mid sized SMBs in the Charlotte area present strong upsell potential for outsourced CFO and profitability analytics, building on Potter & Company's tax, audit and consulting foundation and local client relationships.

Cloud and Automation Leverage the firm's Microsoft 365 and technical capabilities to offer cloud based accounting, ERP integration, automated workflows and data analytics that enable cross selling of compliance and advisory services.

Tax Strategy Capitalize on local and national tax expertise to provide credits, incentives, state planning and year end optimization for SMBs, expanding from traditional tax preparation to proactive tax strategy.

Mergers & Assurance Position Potter & Company as a preferred due diligence and assurance partner for SMB M&A activity in the region, expanding audit and advisory services to support deals and post deal integration.

Regional Growth Target expansion within the Charlotte metro and nearby NC markets through partnerships with local financial advisors, banks and growth firms to unlock referral and co sell opportunities for tax, audit and consulting services.