Niche Focus Target a broader suite for closely held businesses and real estate developers in West Michigan by offering bundled services that expand beyond traditional tax to include funding advisory, bookkeeping, and operational optimization for startups and tech-enabled firms.

Growth Hiring Leverage leadership expansion to position as a growth-focused advisory partner for mid-size firms; propose engagement options around governance, scalable accounting processes, and interim finance leadership to support rapid client scaling.

Technology Stack Highlight opportunities to modernize client tech stacks with analytics and digital marketing tracking services, leveraging their current tools (Google Analytics, Tag Manager, Squarespace) to deliver data-driven insights and regulatory-compliant reporting.

Revenue doors With current revenue in the mid-market range, pursue mid-ticket advisory services for construction, real estate, and technology services clients, including startup funding strategies, grant and incentive optimization, and cost-to-serve analyses.

Strategic partnerships Position as a strategic back-office partner to compete with larger firms by offering scalable operations, compliance, and tax planning programs that attract clients from regional competitors and similar firms with sizable employee bases.