Small Firm Focus A Georgia based CPA firm with 11-50 employees serving personal and professional attention, positioned to expand services to mid-market clients seeking close, proactive accounting advisory.

Service Excellence Emphasizes professionalism, responsiveness within 24 hours, and high quality, which can be leveraged to upsell advisory, audit, and compliance services to clients needing reliable and timely financial guidance.

Regulatory Cred Member of AICPA’s Employee Benefit Plan Audit Quality Center signaling capability in employee benefit plan audits; potential cross-sell into benefit plan administration, 5500 filing, and related assurance work.

Tech-Enabled Uses WordPress, MySQL, oEmbed, JSON-LD, Flickity, HSTS, HTTP/3, OceanWP, indicating modern web and data handling practices; opportunities to offer improved digital marketing services, client portals, or data security enhancements for clients.

Growth Potential Revenue range suggests scaling opportunities; potential to target small to mid-sized businesses in Marietta and beyond with expanded service lines such as outsourced CFO, tax planning, and audit services to drive higher revenue per client.