Small to mid market focus Fortis targets owners of small to medium sized businesses with tailored financial services, presenting a clear upsell path for outsourced bookkeeping, tax planning, and financial consulting as firms scale.

Big Four pedigree Leverage 12+ years of Big 4 experience to position Fortis as a trusted partner for higher‑level advisory needs such as valuation services, business entity formation, and strategic financial planning to compete with larger firms.

Revenue growth potential With reported revenue between one and ten million dollars, there is opportunity to offer scalable outsourced solutions, efficiency improvements, and modular services to capture a larger share of clients’ ongoing financial needs.

Tech-enabled delivery Utilize existing tech stack including AWS, Google Cloud, WordPress, and ADP to streamline service delivery, data security, and client collaboration, enabling faster onboarding and cross-sell of services.

Compliance and planning emphasis Emphasize tax planning, compliance, and financial reporting reliability to attract growth‑minded businesses seeking accurate, timely guidance, creating opportunities for recurring advisory engagements.