Mid-market growth Target Sanft Accounting & Tax as a regional mid-sized CPA firm with revenue in the 10-25M range to pursue cross-sell of tax planning, payroll services, bookkeeping, and advisory consulting to small- and medium-sized business clients in Wisconsin.

Services expansion Position as a strategic partner for scale: offer integrated services such as QuickBooks and Peachtree optimization, outsourced bookkeeping, payroll processing, and sales tax/compliance to deepen client reliance and unlock recurring revenue.

Digital modernization Leverage their tech stack familiarity (Microsoft 365, PHP, jQuery, Google libraries) to pitch cloud-based accounting workflows, data security, and automation enhancements to improve client efficiency and accuracy.

Audit readiness Emphasize advisory capabilities for IRS and state audits, offering readiness assessments, representation, and proactive tax risk management to attract businesses seeking compliant growth and reduced audit exposure.

Local footprint Capitalize on Watertown and Lake Mills presence to target regional SMBs with personalized service, while offering scalable remote delivery for broader Wisconsin coverage and potential referrals from local networks.