SMB Accounting Focus Target small to medium-sized business owners seeking clear, concise financial solutions and outsourcing of routine tasks like bookkeeping, tax prep, and planning to free up leadership time and improve decision making.

Big Four Expertise Leverage 12+ years of Big 4 experience to position Fortis as a trusted advisor for complex financial needs, including valuation services, entity formation, and strategic financial consulting for growth or restructuring.

Technology Enablement Promote a tech-forward delivery model using cloud-based tools and secure web technologies to ensure accurate, timely reporting and scalable services for growing client bases.

Growth Potential Given revenue in the broad mid-market range and a lean team, offer scalable services packages, fractional CFO options, and industry-specific financial playbooks to capture clients from mid-sized accelerators and PE-backed ventures.

Competitive Differentiator Differentiate through personalized partnerships, timely insights, and hands-on guidance from seasoned professionals, highlighting a boutique alternative to larger firms with similar capabilities.