Growth Opportunity Small but growing state and local tax consulting firm specializing in sales and use tax and property tax offers potential for upselling additional tax advisory services and managed compliance that scales with client growth.

Strategic Expansion Recent leadership hire as head of sales and strategic partnerships signals a push to broaden market reach; ideal for proposing co-sell opportunities and channel partnerships with complementary financial services providers.

Tech Enablement Tech stack includes AWS and standard productivity tools; position offerings around scalable digital tax processing, configuration of e-learning or client portal solutions to improve efficiency and client onboarding.

Contingent Model Contingency-based pricing aligns with client risk management; present performance-based or value-based pricing options to attract prospects wary of upfront fees, while emphasizing ROI from tax savings.

Market Position Iowa’s largest and fastest growing state and local tax firm in a niche market; leverage this credibility to target mid-market companies in the Quad Cities and broader regional footprint seeking specialized tax expertise.