Family operated Leverage their family-owned, local Twin Cities footing to position personalized, long-term accounting partnerships that offer continuity and dedicated support for individuals and small businesses.

Small business focus Target their strong emphasis on small businesses and franchise opportunities to propose scalable bookkeeping, payroll, and tax services that grow with client needs.

Franchise potential Highlight franchise-friendly messaging and bundled services for franchise owners, offering turnkey financial management solutions and centralized support to accelerate franchise success.

Tech stack Acknowledge existing tech usage (AWS, Microsoft 365, Azure AD, analytics like Matomo/Piwik PRO) as a foundation for modern, secure, cloud-based accounting workflows; propose premium dashboards, automation, and data security enhancements.

Revenue range With revenue in the $1M–$10M range, present mid-market process optimization, compliance, and tax strategy services aimed at improving profitability and reducing overhead for small to mid-sized clients.