Small Firm Advantage A boutique accounting practice with a personal touch, Beard-Boehmer & Associates, PC combines personalized service with a broad service suite, presenting a sale opportunity to cross-sell tax planning, tax return services, and business consulting to small businesses in Missouri.

Diverse Service Offerings Capabilities include accounting, auditing, tax planning, estate and trust, small business consulting, and personal financial planning, suggesting opportunities to upsell integrated solutions for growing firms, nonprofits, or government-related entities.

Mid-Market Growth Potential Revenue range is currently in the 1M to 10M band, indicating room to scale services with nearby SMBs and local organizations that require compliant, full-service accounting and governance support.

Local Presence Physical location in Columbia, Missouri positions the firm to pursue regional expansion in neighboring midwestern markets leveraging existing client references and public sector audit experience.

Tech Stack Leverage Existing web tech and security tools (BootstrapCDN, Cloudflare, reCAPTCHA, Formidable Forms) present a foundation for digital marketing campaigns, client portal enhancements, and automated onboarding to improve client experience and lead capture.