Small firm scale Target Echelberger and Associates as a digitally-enabled, small to mid-sized accounting firm looking for scalable cloud-based solutions and automation to streamline tax, bookkeeping, and advisory services for clients, given their lean team and growth through referrals.

Back-office focus Position services around enhancing back-office accounting efficiency, including outsourced payroll, expense management, and financial reporting automation, to support their mid-market clients and free up partner time for high-value advisory work.

Tech stack fit Leverage their existing technology footprint (WordPress, Microsoft 365, Azure, Node.js, PHP, Express, Nginx) to propose integrated productivity, security hardening, and cloud-based practice management tools that reduce manual tasks and improve client collaboration.

Referral-driven growth Capitalize on their growth through referrals by offering client success programs, referral incentives, and case studies demonstrating value to reinforce trust and encourage expanded service adoption among current clients.

Revenue opportunity With revenue in the 1M–10M range and a diverse client base, propose tiered advisory packages and tax planning services designed to upsell from compliance work to strategic planning for small businesses and startups across multiple states.