Flexible workforce Leverage DePretis CPAs focus on flexible, autonomous work arrangements to position tailored HR, payroll, and outsourcing solutions that reduce overhead and improve talent retention for small firms.

Boutique efficiency Target small- to mid-sized CPA practices looking to modernize operations with cloud-based collaboration, automation, and secure client portals to compete with larger firms.

Digital presence Capitalize on their tech stack and Squarespace/WordPress usage by offering scalable marketing automation, SEO optimization, and analytics services to attract more clients and improve conversion rates.

Revenue upside With reported revenue between one and ten million, propose advisory services around cloud adoption, process optimization, and financial analytics to support growth and profitability for growing firms.

Strategic partnerships Position as a trusted technology and operations partner for other mid-market firms in their network, offering joint marketing, co-branded solutions, or referral collaborations to expand reach.