Trusted Advisory Growth Leverage Epstein Schneider’s relationship-first approach to grow recurring advisory engagements with small to mid-market SMBs in Scottsdale through integrated services such as strategic tax planning, audits, and business consulting, while cross-selling owner succession planning and financing/transaction support to deepen client partnerships.

M&A and Financing Reach Position the firm as a premier advisor for clients pursuing acquisitions, sales, or leadership changes, using its offerings in business financing solutions and consulting for transactions to capture organic growth from existing clients and attract prospects seeking deal readiness and financing guidance.

Succession Planning Growth Target owner-managed businesses planning exits or succession with a bundled service including succession planning and estate planning, tax optimization, and transition support to convert long-term relationships into recurring advisory revenue.

Tech Enabled Services Differentiate by marketing tech-forward accounting and cloud capabilities, especially for digital and e-commerce clients using platforms like WooCommerce, offering cloud bookkeeping, automated reporting, and advisory insights enabled by ongoing professional education and state-of-the-art tech investments.

Local Compliance Lead Capitalize on the Scottsdale base and the firm’s tax representation and audit/assurance capabilities to win local tax compliance work, IRS/state representation, and outsourced accounting services, building a steady pipeline of recurring revenue from small businesses seeking reliable, personalized support.