Small to mid firm Mid-sized accounting practice with 11-50 employees and revenue in the 10-25 million range presents opportunities for expanded tax planning, advisory services, and outsourced CFO solutions to scale client operations.

Diverse services Offering consulting, income tax, and financial services to individuals, businesses, and non-profits signals cross-sell potential for modernized accounting tech, cost segregation studies, nonprofit compliance, and payroll or bookkeeping bundles.

Experienced team With over two centuries of combined experience, leverage this depth to pitch premium advisory engagements, risk management, and industry-specific compliance services to attract and retain clients in competitive markets.

Technology footprint Current tech stack includes cloud and web tools (Microsoft Azure, Google libraries, reCAPTCHA, jQuery). This enables offering cloud-based services, data security assessments, and digital transformation consulting to clients seeking modernization.

Growth opportunities Revenue scale and market position align with targeting larger regional firms and nonprofits for strategic partnerships, joint service offerings, or white-label solutions to expand footprint in the Kansas City metro area.