Local Growth Focus Leverage the firm’s regional presence to target new outsourced accounting clients in Wisconsin and Illinois. Position as a locally trusted partner offering flexible, scalable services tailored to small businesses and startups.

CRM Acceleration Capitalize on existing Salesforce Marketing Cloud Account Engagement usage to strengthen lead generation and client onboarding. Propose packaged automation workflows and targeted campaigns to convert leads into paying clients and track ROI.

Digital Presence Enhance the WordPress site and analytics setup to boost inbound inquiries. Offer a website optimization plan including SEO, improved lead capture, and clearer value messaging for accounting services.

Cloud & Security Promote AWS hosting capabilities as a differentiator for clients handling sensitive financial data. Provide cloud hosting, data backup, disaster recovery, and security/compliance services to SMBs seeking reliable accounting support.

Targeted Partnerships Explore vertical partnerships with home organization retailers and installers to generate cross-referrals for accounting services. Use the closet industry angle to approach niche SMBs needing financial controls, payroll, and tax advisory support.