Local SMB services Gross & Company is a small to mid-sized local CPA firm serving Western Iowa communities, presenting opportunities to upsell outsourced accounting, payroll, bookkeeping, and tax planning services to nearby small businesses.

Diverse service mix Current offerings include tax, business consulting, retirement planning, payroll, bookkeeping, and 1099 preparation, suggesting cross-sell potential to clients needing advisory, retirement planning, and compliance support.

Growth potential With revenue in the mid seven-figure range and a workforce of 11-50, there is room to expand mid-market advisory services, financial planning products, and scalable cloud-based bookkeeping to attract regional clients.

Tech stack leverage Utilizes Microsoft 365, PHP, Bootstrap, and cloud-friendly tools, indicating readiness to adopt modern accounting software, workflow automation, and client portals to improve efficiency and client experience.

Talent and partnerships Active recruitment of experienced professionals and a network presence (website and social media) open doors for partnerships, referral relationships, and targeted outreach to attract top talent and new client referrals.