Niche forensics Target Heyman & Associates as a boutique public accounting firm with expertise in forensic accounting, fraud investigation, and internal control assessment to offer specialized services, potentially expanding into litigation support partnerships and fraud deterrence programs for clients seeking robust compliance.

M&A advisory Leverage their focus on business valuation, value enhancement, merger and acquisition advising to propose complementary services such as due diligence support, post-merger integration consulting, and carve-out valuation for mid-market clients undergoing consolidation.

Tax and succession Position to upsell comprehensive tax planning, succession planning, and not-for-profit tax optimization for Austin-area SMBs and family-owned businesses preparing for ownership transitions, leveraging their tax preparation capabilities.

Tech-enabled Highlight opportunities to bundle cloud-based collaboration, data analytics, and ERP/fintech integration services, aligning with their tech stack (cloud, WordPress, MySQL, Microsoft 365) to improve client reporting, workflow automation, and secure data management.

Growth potential With revenue in the 1M-10M range and a lean 2-10 employee base, propose scalable services and strategic partnerships to attract mid-market clients similar to peers in the industry, targeting marketing and outreach to nearby business hubs and professional networks.