Niche CPA services Small firm offering comprehensive tax, accounting, and financial planning with a fee-only model. Potential sales angle: expand client base among individuals and privately-held businesses seeking integrated tax and wealth planning with transparent pricing.

Diverse credentials Team includes CPAs, EAs, CFPs, PFSS, CFAs, and MBAs. Sales opportunity: position as a one-stop advisory for tax optimization, business planning, retirement and estate strategies, appealing to clients needing multidisciplinary guidance.

Tech enabled Website and backend tech stack include WordPress and standard web tools. Opportunity to upsell by modernizing client-facing digital experience and offering online tax planning portals, secure document exchange, and digital CFO services.

Growth potential Current revenue under $1M with a small team. Market opportunity to scale through targeted marketing to individuals and small businesses, cross-sell services like CFO offerings, payroll, bookkeeping, and business valuation.

Service breadth Range includes IRS representation, tax credits, new business formation, QuickBooks consulting, buy/sell, and portfolio management. Selling angle: bundle advisory services to improve client retention and increase average revenue per client.