Growth Potential A small IT services oriented CPA firm with mid-market revenue in the $10M-$25M range presents a scalable opportunity for cross-selling outsourced IT security, compliance, and SEO-enabled digital marketing services to improve client acquisition and retention.

Security & Compliance The existing tech stack includes security-focused elements (reCAPTCHA, HSTS, X-Content-Type-Options) signaling prioritization of security; this creates a sales angle for enhanced cybersecurity auditing, SOC 2 readiness, and cloud governance offerings.

Digital Presence Reliance on Squarespace and related tools implies potential for modernization projects, including website replatforming, SEO optimization, e-commerce enhancements, and analytics-driven lead generation to boost client reach.

Market Positioning Operating in Columbus with a lean team and revenue scale similar to mid-market firms suggests opportunities to partner on referenceable engagements, scale mutual clients, and broaden service lines into tax tech, ERP advisory, and managed services.

Sales Acceleration High revenue range combined with a small employee base indicates readiness for outsourced business development, targeted outreach to mid-market SMBs, and strategic alliances with larger firms for referral-based growth.