Small Firm Opportunity A small tax and accounting firm with 2-10 employees serving southwest Michigan and northeast Indiana presents opportunities to upsell digital tax automation, outsourced bookkeeping, and advisory services to SMB clients looking to optimize cash flow and compliance.

Local Presence Longstanding regional focus and two office locations (Hillsdale, MI and Angola, IN) create a gateway to cross-sell on-location services, remote support packages, and region-specific tax planning for small businesses and individuals.

Revenue Range With annual revenue in the 10–25 million range, there is potential to introduce scalable services such as cloud-based accounting, workflow automation, and ongoing advisory retainers to improve margins and client retention.

Tech Stack Fit Current tech stack indicates openness to web-based tools and modern platforms; sales opportunities exist for implementing or integrating cloud accounting, data security solutions, and client portals to enhance service delivery.

Growth Enablement Desire to relieve tax planning stress and support small business owners points to opportunities in tax strategy overhauls, year-round compliance coaching, and education programs that position Bildner & Donahue as a trusted ongoing partner.