Small business focus Target accounting services for a lean firm. Their emphasis on making small businesses more profitable and running smoothly suggests upsell opportunities for streamlined bookkeeping, payroll, tax planning, and advisory services tailored to startups and micro businesses.

Tech savvy Position as a modern, software-enabled CPA with up‑to‑date accounting systems. Offer integrations, cloud hosting, and workflow automation enhancements to improve accuracy and efficiency for their clients, and propose managed services around the latest tools.

Regional growth Livonia, Michigan based with a modest team size but revenue in the lower mid-range. Prospect potential for expanding service coverage in nearby small business hubs, expanding geographic reach, and cross-sell to clients of similar regional firms.

Service breadth Current offerings include tax preparation, payroll, and trust/estate services. Identify opportunities to broaden into consulting, CFO/financial planning, cash flow forecasting, and compliance services to deepen client relationships.

Stable client value Longstanding operation since 2000 with a clear SMB focus. Leverage existing trust and reliability narrative to upsell annual compliance packages, retainer-based advisory, and ongoing monthly or quarterly financial health checkups.