Small firm growth Target DePauw Johnson as a growth-focused client seeking scalable tax, accounting, and advisory services to expand offerings for businesses and fiduciaries. Their stated goal to help clients grow suggests upsell opportunities in CFO advisory, planning, and business valuations.

Comprehensive services Leverage their full range of services (tax planning, accounting, payroll, business valuations, consulting) to propose bundled solutions, cross-sell bookkeeping and payroll optimization, and expand into audit-ready financial reporting for SMBs.

Tech-enabled Their tech stack includes Google Ads, WordPress, Shopify, and Google Cloud. Position digital marketing, security hardening, and cloud-based accounting integrations as value adds to improve efficiency, data accuracy, and client experience.

Mid-market potential Revenue in the tens of millions with a small employee base signals potential for scalable advisory platforms and automation tools that amplify service delivery without proportional headcount increases.

Regional focus Vista, CA presence provides a gateway to local SMB networking, tax regulation updates, and community-based marketing partnerships. Propose regional expansion support, seminars, and compliance management for nearby businesses and fiduciaries.