SMB Focus Target small business clients seeking strategic planning, capital raising, and outsourced finance resources. Cohen Cohen & Associates already positions as a cost-effective external resource, presenting an opportunity to upsell advisory, bookkeeping, payroll, and cash flow management services to growth-minded small businesses.

Lean Team Advantage With a small team (2-10 employees) and revenue in the M range, emphasize high-touch, flexible engagement models. Propose fractional CFO/controller services, outsourced accounting on a project or retainer basis, and scalable services that align with their growth stage.

Tech Enablement Leverage their existing tech stack (WordPress, Microsoft 365, Azure, data tools, security) to offer integrated financial operations platforms, cloud-based reporting, and security-compliant data management solutions. Cross-sell IT-enabled finance optimization and data integrity services.

Growth Financing Align with their stated capability to assist with capital raising. Position advisory around funding prep, financial modeling, lender storytelling, and introductions to funding sources, targeting small to mid-market startups or family-owned businesses seeking growth capital.

Competitive Positioning Differentiate from larger firms by highlighting personalized service, practical industry experience with private companies, and flexible engagement. Craft messaging around cost efficiency, hands-on ownership, and rapid response to small-business needs to win as a preferred partner against big firm alternatives.