Local SMB Focus Small to mid-size client base (2-10 employees) in Edwardsville, IL presents an opportunity to upsell comprehensive tax, bookkeeping, payroll, and IRS representation services tailored to intimate, hands-on engagement and rapid response.

Full Service Offering Position Thompson Flaherty as a one-stop accounting partner for individuals and businesses, leveraging cross-sell potential for tax planning, consulting, bookkeeping, payroll, and IRS representation to grow revenue per client.

Tech Enablement Highlight modern cloud and web technologies used (cloud optimizations, analytics, monitoring) to reassure prospects about secure data handling, digital collaboration, and scalable service delivery.

Growth Narrative With revenue in the low to mid millions and competitors at larger scales, emphasize personalized service, faster turnaround, and flexible pricing as a differentiator to win clients seeking intimate CPA partnerships.

Regional Expansion Target local businesses expanding in Illinois and nearby areas by offering introductory consultation packages and client onboarding that showcases tangible tax savings and efficiency gains to accelerate client acquisition.