Niche Services Midwest CPA with a strong focus on small businesses, nonprofits, and individuals in the Twin Cities. Potential upsell opportunities in tax planning, payroll, and audit services for growing client bases.

Tech Proficiency Certified QuickBooks ProAdvisor with accounting software consultation. Cross-sell cloud-based bookkeeping and software training to new clients adopting or upgrading their tech stack.

Revenue Range Annual revenue in the 10–25 million range with 11–50 employees. Target mid-market SMBs seeking reliable outsourced accounting, payroll, and CFO-level advisory services.

FS Growth Experience with audit and assurance for nonprofits and small businesses presents an opening to expand to mid-sized nonprofits and grant-funded organizations requiring stronger governance and reporting.

Local Presence Minneapolis-based with a long-standing history since 1985. Leverage local trust and personal service to win client referrals and expand service footprint among nearby nonprofits, associations, and family-owned businesses.