Integrated Financial Services Small independent firm offering financial planning, tax advisory and CFO services to families, small businesses and non-profits; potential cross-sell of advanced planning, risk management, and business advisory services to expand client relationships.

Atlanta Market Focus Based near Atlanta with 35+ years in local accounting and tax services; opportunity to deepen local SMB and non-profit partnerships through tailored financial planning, tax optimization, and retirement planning offerings.

Tech Stack Lean Uses WordPress and standard productivity tools; potential for modern client portal, robo-advisory integration, and enhanced data analytics to improve client experience and scale advisory services.

Mid-Sized Revenue Reported revenue in the $1M–$10M range with a lean employee base; opportunity to introduce scalable wealth management solutions, asset growth strategies, and outsourced CFO services to drive revenue per client.

Longstanding Trust 35+ years serving clients with a mission of integrity and long-term financial goals; leverage brand trust to upsell comprehensive planning packages, estate and succession planning, and tax advisory enhancements.