Niche ERISA Audits Target retirement plan sponsors and

Small Firm Advantage Leverage the boutique size and specialized expertise to position ERISA CPA as the preferred independent audit partner for small to midsize defined contribution, defined benefit, and ESOP plans seeking personalized service.

Regulatory Expertise Highlight in outreach that the firm maintains current understanding of DOL rules and ERISA reporting requirements, offering peace of mind for fiduciaries needing compliant Form 5500 audits and accurate disclosures.

Digital Presence Explore opportunities to expand lead generation through enhancements to web and digital assets, given existing tech stack (Squarespace, WordPress, SEO, analytics) and professional services audience.

Cross-Sell Potential Position as a one-stop resource for plan audits and related accounting needs, targeting payroll providers, benefits administrators, and financial services firms that service ERISA client plans for bundled or advisory services.