Geographic reach Evenhouse & Co., P.C. serves the greater Chicagoland area with extended reach into Wisconsin, Michigan, and Indiana, highlighting an opportunity to upsell cross-state tax planning, multi-state compliance, and remote accounting services to regional clients.

Tech-enabled services The firm emphasizes strategic investment in technology and uses AWS, Cloudinary, Microsoft 365, Alpine.js, Vue.js, and security tools like KnowBe4, signaling potential for selling cloud-based bookkeeping, secure client portals, and scalable workflow automation for mid-market clients seeking modern accounting solutions.

Revenue profile With annual revenue in the 10 to 25 million range, Evenhouse & Co. targets mid-sized businesses that may require expanded services such as IRS problem resolution, estates and trusts, business formation, and financial planning—areas to position bundled advisory packages.

Service breadth The firm covers a wide spectrum from tax and accounting to real estate and business sales, suggesting opportunities to cross-sell integrated services, succession planning, and revenue diversification for current clients and referrals.

Security and training Incorporating KnowBe4 and content-type controls indicates a focus on cybersecurity awareness and risk mitigation, which can be a differentiator when targeting clients with sensitive financial data and compliance needs; propose security-aware service offerings and audits.