SMB Focus Target a small-scale client base within the alternative dispute resolution space in Colorado, emphasizing cost-effective solutions and tailored services suitable for firms with lean teams.
Tech Stack Leverage Evergreen Accounting’s cloud-first infrastructure and collaboration tools (Microsoft 365, Google Cloud) to offer integrated accounting, document management, and workflow automation that complements their ADR practice.
Growth Readiness Position scalable solutions for revenue under $1M with clear ROI, focusing on efficiency boosts, cloud security, and automated reporting to support gradual growth without adding significant headcount.
Stay Local Emphasize Colorado-based service delivery, potential for on-site or regional support, and compliance with local regulations to strengthen trust and reduce onboarding friction.
Cross-Sell Potential Explore adjacent services such as tax, bookkeeping, and dispute-resolution technology tooling to create bundled offerings that appeal to small ADR practices seeking end-to-end back-office support.