Niche SMB focus Target small to mid-sized accounting firms similar in scale to Cooney Faulkner & Stevens, leveraging their entrepreneurial mindset and client-focused solutions to tailor cost-effective services and deepen relationships.

Tax optimization opportunities Highlight advisory services around tax minimization, regulatory changes, and proactive planning for small firms to help them save money and reduce risk, positioning as a trusted adviser beyond number crunching.

Tech stack integration Offer streamlined technology enablement and modernization consulting to optimize efficiency, given their current use of standard tech stacks and potential needs for better workflow automation and data analytics.

Community and value Emphasize services that reinforce community impact and reliability, appealing to firms with a values-driven brand seeking sustainable growth and reputational strength.

Growth and succession Propose scalable services for revenue growth, cash flow forecasting, and succession planning to support firms in expanding client bases while maintaining profitability and risk control.