Boutique growth Target health care and professional services firms seeking scalable accounting support beyond tax, with emphasis on fast, proactive guidance from a women-owned boutique that values deep relationships.

Industry focus Leverage Courtney CPA’s specialization in behavioral health, medical, physical therapy, and other professional services to tailor solutions for growth-focused clients looking to scale confidently.

Small firm agility Position as a nimble alternative to large firms for mid-market clients who want personalized service, quick responsiveness, and ongoing advisory support without the overhead ofBig Four pricing.

Digital readiness Identify opportunities to upsell cloud-enabled services and tech stack integrations (Office 365, AWS, PHP-based workflows) that improve reporting speed, data accuracy, and remote collaboration.

Growth signals Engage clients with revenue in the $1M–$10M range and a domestic footprint, offering scalable processes, cash flow management, and compliant financial planning to support expansion and fundraising readiness.