SMB-focused services Target mid-sized accounting firms like Hoerner & Geer to offer scalable cloud-based bookkeeping, payroll, and tax workflow automation that align with their emphasis on personalized service and ongoing compliance.

Growth enablement Leverage their stated emphasis on client relationships and business startup, expansion, and succession services to present advisory packages around strategic planning, cash flow optimization, and exit readiness.

Technology uplift Position modern, integrated tech solutions (ERP/CRM, QuickBooks optimization, secure document sharing, audit support tools) to enhance accuracy, reporting speed, and training capabilities mentioned in their tech stack.

Compliance and audits Capitalize on their focus areas of IRS and state audit representation by offering advanced tax resolution services, state/local tax compliance updates, and forensic accounting offerings for risk management.

Growth benchmarking Propose financial analytics and benchmarking services that provide clients with monthly statements, KPI dashboards, and industry-specific benchmarks to support client retention and expansion opportunities.