Small practice scale Target Growing Numbers as a high-potential small accounting firm serving multi-state clients with 2-10 employees and revenue in the 1M-10M range. Approach with scalable services such as outsourced accounting, bookkeeping, payroll, and monthly financial reporting tailored to growth-focused small businesses.

Industry breadth Leverage their diverse client industries list to cross-sell complementary services across sectors like hospitality, construction, healthcare, retail, and technology. Position as a one-stop shop for industry-specific compliance, payroll, and budgeting needs, plus process design and SOX 404 readiness.

Technology stack Capitalize on experience with QuickBooks and Sage, plus cloud and data capabilities. Propose modern cloud-based solutions, data migration, integrations, and financial analytics to improve accuracy and decision-making for clients considering digital transformation.

CPA expertise Highlight Becki’s CPA credentials and the firm’s direct access to a CPA for client consultations. Emphasize value in audit readiness, financial reporting accuracy, year-end reporting, and strategic advice to clients aiming to scale operations and pursue financing.

Growth services Promote high-margin advisory offerings such as Accounting Manager for Hire, budgeting, process design, and SOX 404 implementation. Target mid-market SMBs in their regions with intent to outsource back-office functions and achieve scalable, compliant growth.