Small Practice, Big Needs Van Peursem CPA is a small, trusted accounting firm with a focus on tax planning, tax preparation, IRS issue handling, and part-time CFO/Controller services. This combination suggests opportunities to upsell advisory and outsourced controller offerings to growing clients seeking strategic financial leadership.

Growth Readiness With revenue in the 1M to 10M range and a client-centric ethos, the firm is positioned to scale. Business development can target mid-market SMBs and nonprofits that require scalable tax, accounting, and financial leadership solutions, including outsourced CFO services.

Tech Stack Leverage The firm uses WordPress, Google Workspace, and other modern tools, indicating openness to digital workflows. There is an opportunity to introduce cloud-based accounting integrations, automated tax workflows, and added cybersecurity or data analytics services to enhance efficiency and client value.

Local Expertise Based in Sioux Falls, SD with a personalized, loyalty-driven brand, there is potential to deepen local market penetration through partnerships with small businesses, nonprofits, and regional professional networks, highlighting tax planning and IRS resolution capabilities tailored to local regulations.

Service Differentiation Specialization in tax planning, IRS issues, and part-time financial leadership sets the firm apart from larger firms. A targeted outreach playbook can promote bundled services (tax + CFO/Controller + nonprofit accounting) to attract multi-service engagements and higher client lifetime value.