Small practice, high specialization Southwest Virginia CPA firm with 2-10 employees presents a boutique outsourcing opportunity for scalable tax, accounting, payroll, and QuickBooks services to mid-market firms seeking personalized attention.

Tech-enabled offerings Leverage their tech stack and training capabilities (QuickBooks, MAS90, Peachtree, Excel) to upsell managed accounting software support, setup, and training packages for SMBs adopting or upgrading ERP and accounting systems.

Revenue growth pathway With annual revenue in the mid single digits to low tens of millions across the region, there is potential to expand services beyond core accounting into management consulting, payroll optimization, and workers compensation consulting for local businesses.

Regional dominance Longstanding presence since 1987 in Southwest Virginia positions them as a trusted local partner; target growth segments include small to midsize enterprises in neighboring counties looking for personalized CPA services and QuickBooks expertise.

Strategic partnerships Offer joint go-to-market with payroll providers, ERP software vendors, and Excel training vendors to extend reach, cross-sell tax and advisory services, and create bundled solutions for small businesses needing integrated financial management.