Small firm footprint Target the firm as a nimble, locally focused CPA with services across individuals, closely held businesses, and professional clients in NH, MA, and VT for cross-state tax, audit, and advisory opportunities.

Comprehensive services Leverage their full-service offering in accounting, tax, litigation support, and business consulting to position cross-sell opportunities with existing clients and expand advisory revenue.

Growth enablement With revenue in the mid-market range and a lean team, present scalable solutions such as outsourced accounting, payroll, and tax automation to improve efficiency and support potential client growth.

Technology stack Highlight opportunities around modernization and data analytics using their current tech (Google Analytics, PHP, HTTP/3) and propose enhanced reporting, dashboards, and client portals to differentiate services.

Regulatory credibility Emphasize AICPA Peer Review compliance as a trust signal to target professional services firms and mid-sized businesses seeking rigorous internal controls and audit readiness.