Boutique Advisory Staffing a single employee across the financial planning and counseling division signals a boutique, client-focused service model. Potential upsell opportunities exist in expanding comprehensive wealth management, retirement planning, tax-efficient strategies, and ongoing financial coaching for high-potential individuals within the CPA firm’s client base.

CPA Synergy As a division of a CPA firm, there is a natural cross-sell path to combine financial planning with accounting, tax planning, and business advisory services. Target existing CPA clients and cross-reference with small business owners in need of integrated financial and tax strategy.

Regional Reach Sandi in Boston and David in Baltimore suggest a geographically dispersed service capability. Leverage this coverage to offer remote financial planning, virtual counseling, and quarterly retainer-based planning for clients across multiple states, expanding the potential addressable market.

Tech Enablement Current tech stack includes WordPress and standard web assets. There is an opportunity to modernize client experience with digital onboarding, secure document sharing, CRM integration, and data-driven planning dashboards to attract tech-savvy clients and streamline advisory workflows.

Growth Strategy Revenue is in the $0-$1M range with small team capacity. Emphasize scalable advisory models, such as bundled service packages, retainer-based planning, and targeted marketing to CPAs’ client referrals, private individuals, and small business owners seeking holistic financial guidance.