Small Firm Growth Mid-sized accounting shop with 11-50 employees and revenue in the 10M-25M range presents an opportunity to upsell premium services such as advanced tax planning, estate and trust planning, and succession or retirement planning for high-net-worth clients and growing businesses.

Tech Enablement Currently using Microsoft 365, QuickBooks setup and training, and a secure data transmission portal suggests room to offer integrated cloud-based workflows, data migration, automation consulting, and cybersecurity/data privacy services to improve efficiency for clients.

New Market Access Multiple office locations in Eugene and Sweet Home indicate potential for geographic expansion services, cross-sell regional payroll, local business consulting, and retirement plan administration to nearby small to mid-market companies.

Financial Growth Leap With revenue between 10 and 25 million, there is opportunity to present scalable compliance, multi-state tax planning, and outsourced CFO or financial planning services to support clients’ growth strategies and complex financial needs.

Service Expansion Broad service mix including tax, financial statements, payroll, retirement planning, and business startup services provides a foothold to propose digital marketing, process optimization, and data analytics offerings to improve client outcomes and attract larger clients.