SMB Advisory Target mid-sized accounting practice with revenue between 25M and 50M to position Caras & Shulman as a strategic partner for expanding services such as audit, tax planning, retirement planning, and personal financial planning to their client base.

Tech Stack Leverage existing technology footprint (PHP, Nginx, Word, reCAPTCHA, Autoptimize) to offer modernization and digital transformation services for client accounting systems, workflow automation, and secure client portals.

Growth Potential Highlight opportunities in advisory services expansion, including business consulting, estate planning, and financial planning for the firm's clients, backed by their stated focus on integrated business and financial services.

Geographic Focus Opportunity to partner with a Massachusetts-based firm to cross-sell regional services to local businesses seeking compliant, scalable accounting and advisory support in New England.

Competitive Position Position as a high-touch, accountable extension of clients’ financial management teams to differentiate from larger firms by emphasizing personalized service, responsiveness, and tailored financial insights.