Small Firm Profile Target the firm as a small accounting and tax practice with 2-10 employees—emphasize scalable advisory and back-office support services designed for mid-sized growth and succession planning opportunities.

Legacy and Growth Leverage the history from Cortland Bookkeeping and Tax Service combined with Equus Business Advisors to position solutions that streamline integration of legacy processes with modern advisory offerings, appealing to firms seeking seamless transition and expanded services.

Revenue Range With annual revenue in the 1M–10M range, present value propositions around improving efficiency, profitability analytics, cloud-based collaboration, and value-added services that drive margin healthy growth.

Tech Stack Fit Highlight opportunities to upsell technology and automation consulting around Microsoft 365, cloud hosting, and web presence optimization, while offering security and compliance services relevant to accounting firms.

Competitive Positioning Differentiate from large firms by offering personalized service, rapid onboarding, and flexible engagement models suitable for small teams, and propose strategic partnerships or white-label services to scale client delivery.