Small firm scope Target Brown Chism & Co as a small CPA firm with 2-10 employees, focusing on expanding service lines and scalable solutions that fit a lean team while maintaining high-touch client service.

Full-service risk Leverage their wide service mix from tax, attest, valuations, to litigation consulting and QuickBooks integration to propose bundled offerings that streamline client workflows and increase annual recurring revenue.

Tech optimization Engage on modernizing their tech stack usage, offer cloud-based accounting, data analytics, and enhanced cybersecurity to differentiate from larger rivals and improve efficiency for a multi-client portfolio.

Growth potential With revenue in the mid-range and a three-decade track record, position for expansion through scalable practice management, outsourced CFO services, and targeted marketing to grow client base in Broken Arrow and surrounding regions.

Talent leverage Highlight opportunities to augment staff with additional CPAs and certified QuickBooks consultants, offering training, recruitment partnerships, and staged onboarding to support both tax season capacity and ongoing advisory work.