Specialized Service Focus Daphne W. Urquhart, CPA, PA specializes in accounting for personal service corporations, offering tailored bookkeeping, payroll, and tax services. This niche focus presents opportunities to cross-sell industry-specific financial solutions and compliance tools designed for similar professional service firms.

Small Client Base With a team of just 2 to 10 employees, the firm has a close-knit operation that can benefit from scalable cloud-based accounting and automation software to enhance efficiency and expand service capacity without significantly increasing overhead.

Technology Stack Utilizing web platform tools like GoDaddy, Open Resty, and Trustpilot indicates openness to adopting and integrating new digital engagement and customer review management solutions, which could be leveraged to upsell client engagement platforms or cybersecurity services.

Market Niche Opportunities Focusing on personal service corporations positions the firm to target similar niche markets such as legal, consulting, or health service providers, offering specialized financial and organizational management solutions that address their unique regulatory and operational needs.

Growth Potential Given the competitive landscape with large firms like Baker Tilly and H&R Block, this small practice can explore partnerships with scalable cloud, HR tech, and financial automation tools to expand its service offerings and attract more clients in the professional services industry.