Local SMB Growth Hartman & Hillner’s emphasis on personal relationships positions them to upsell to local small businesses with bundled services such as bookkeeping, payroll, tax planning, and outsourced advisory.

Technology Modernization With an undocumented tech stack, there is an opportunity to introduce cloud accounting, secure client portals, automation, and data analytics to boost efficiency and client satisfaction while enabling scalable services.

Strategic Advisory Leverage the team's decades of combined experience to offer proactive advisory, budgeting, cash flow forecasting, and strategic planning to SMB clients, expanding revenue beyond traditional compliance work.

Partnership Development Establish referral partnerships with local banks, attorneys, real estate agencies, and business service providers to generate steady leads and create bundled value propositions.

Recurring Revenue Shift toward recurring, value-based or retainer-based engagements to deepen relationships, improve retention, and create predictable revenue streams for the firm.