Midmarket CPA The Shafer Group is a locally owned CPA and advisory firm in Colorado Springs with 11-50 employees and annual revenue in the 1M-10M range, presenting a target profile for small to mid-market businesses seeking personalized tax, bookkeeping, and advisory services.

Industry Versatility They serve a diverse mix of industries including defense and government-adjacent sectors, retail, manufacturing, software and high tech, healthcare, real estate, and construction, indicating potential cross-industry referrals and tailored industry-focused solutions.

Digital Presence Tech stack suggests reliance on web-based tools and SEO optimization (Yoast SEO, Google Fonts API, jQuery, PHP, OpenResty), signaling opportunities to upsell digital transformation, cloud accounting, or client portal enhancements.

Growth Readiness With over a decade of experience and a team approach, the firm emphasizes customized solutions and efficiency, suggesting opportunities to expand services such as multi-entity tax planning, scalable bookkeeping, and advisory for growing businesses.

Competitive Positioning Operating alongside large national firms as a local, personalized option, The Shafer Group can be positioned to win clients seeking cost-effective, attentive service in a mid-market segment while leveraging local market knowledge for targeted marketing.