Small firm opportunity Target a boutique accounting client like Doug Collier CPA & Assoc for advisory services that scale with small teams, such as cloud-based practice management, digital tax workflows, and affordable cybersecurity packages.

Technology modernization Leverage their visible tech stack (PHP, Bootstrap, jQuery UI, Google Fonts, RSS) to position modernization services, including migrating to modern web frameworks, API integrations, and secure hosting with Apache or Caddy, to enhance efficiency and client experience.

Growth potential With revenue in the low seven figures and a lean team, offer scalable back-office solutions, outsourced CFO services, or profitability analytics to drive margins as they expand beyond 2-10 employees.

Local market focus Emphasize regional services tailored to Tacoma and surrounding areas, offering compliance support, local tax planning, and community-focused marketing to capture nearby small businesses and solo practitioners.

Competitive positioning Position as a strategic partner for mid-market and regional firms facing talent constraints, offering staff augmentation, training programs, and shared service models to compete with larger national firms.