Small business focus Haney & Company, Ltd. specializes in small business accounting and serves a client base likely in the SMB segment, presenting an opportunity to offer scalable bookkeeping, tax, payroll, and advisory services tailored to smaller enterprises.

Tax and payroll depth With services including payroll preparation and federal/state tax return preparation, there is potential to upsell integrated tax planning, year-round payroll optimization, and payroll compliance solutions for growing clients.

Technology adoption The firm utilizes widely adopted tools ( QuickBooks, Peachtree, Microsoft 365, Glide.js) and security practices (HSTS, X-XSS-Protection), indicating readiness for cloud-based accounting modernization projects and cybersecurity upgrades for clients.

Longstanding presence Established in 1964 with over five decades of experience signals stability and trust, suggesting sales opportunities around succession planning, retirement/estate services, and enhanced advisory offerings to retained clients.

Moderate revenue, growth potential With revenue in the $1M-$10M range and a team size of 11-50, there is room to propose scalable services such as outsourced CFO, financial analytics, and process automation to increase client value and drive cross-sell opportunities.