Small firm scale Target Wells, Houser & Schatzel, P.A. as a boutique CPA and consulting firm serving the Tampa Bay area with 2-10 employees and revenue in the 1-10M range. Opportunities exist to offer scalable services tailored to growth-focused small firms, including cloud-based accounting, tax planning, and audit readiness.

Full-service offering Leverage their claim of being a full-service firm—consulting, tax, financial statements, reviews, compilations, audits—to propose cross-sell of advisory, controllership, and compliance packages that align with their service mix and potential client needs in small to mid-sized businesses.

Tech stack leverage Note usage of MySQL, PHP, jQuery, and security/hosting practices (HSTS, reCAPTCHA). position data security, cloud-based collaboration, and ERP/financial system integrations as differentiators to win clients prioritizing robust tech and data protection.

Growth opportunities With nearly 25 years in the Tampa Bay market and revenue of 1-10M, pursue expansion-focused services such as outsourced CFO, strategic tax planning for SMBs, and industry-specific audits to attract clients in growth phases seeking stability and scale.

Competitive landscape Benchmark against larger regional firms in similar markets to highlight agility, personalized service, and local expertise. Position as a cost-efficient alternative for SMBs that require hands-on partner attention and tailored solutions.