Small firm niche Target Powers | Howard | Quimby LLP as a specialized local CPA with a focus on tax preparation for individuals, businesses, trusts & estates, and non-profits. Sales opportunities: offer client-specific tax planning, niche compliance tools, and audit readiness services to deepen engagement with their core practice areas.

Tech stack leverage Leverage their reliance on AWS, PHP, HTTP/3 and analytics tools to propose modernization and security enhancements, cloud-based tax data workflows, and developer-friendly integrations to streamline tax processes and client reporting.

Growth potential Revenue in the mid single to low double digits indicates potential for scale. Propose scalable tax technology solutions, outsourced CFO/bookkeeping packages for SMBs, and expanded non-profit and trust accounting services to accelerate revenue growth.

Geographic focus Located in Eugene, Oregon, present regional expansion opportunities into nearby small to mid-sized markets and state-specific tax compliance services, cross-sell to local businesses and non-profits, and explore partnerships with regional financial networks.

Competitive positioning Position as a trusted local CPA with a broad service mix. Propose value-added advisory offerings, automated tax data collection, and enhanced client portals to improve service delivery and differentiation from larger firms with comparable services.