Local SME Partner Position Day & Associates as a trusted growth and tax optimization partner for Fraser and nearby small businesses, offering outsourced accounting, tax planning, and advisory services to support their financial success.

Tech Driven Services Leverage the current tech stack including AWS, Microsoft 365, GoDaddy and Apache to offer cloud-first accounting, secure client portals, data backups, and automation integrations that improve efficiency and client experience for SMBs.

Advisory Growth Expand beyond tax and compliance to strategic advisory, including budgeting, cash flow planning, and growth-focused tax strategies that increase client value and drive higher-margin engagements.

Partnership Opportunities With a lean headcount, pursue partnerships with independent CPAs or small firms for project-based tax and accounting support, enabling revenue growth without significant hiring.

Competitive Differentiation Differentiate from large national firms by emphasizing highly personalized service, deep client knowledge, and a local Colorado focus to win SMB clients seeking concierge CPA support.