Niche Clientele Small professional services firm serving non-resident property owners and international clients, indicating potential upsell opportunities in cross-border tax planning, expatriate accounting, and property-related compliance.

Global Reach Client base spans Europe, UK, Canada and beyond, suggesting opportunities to offer multilingual support, international tax advisory, and visa or residency related financial services to broaden engagement.

Tech Enablement light tech stack with AWS, Microsoft 365, and CRM-ready tools; potential to pitch automated tax workflows, cloud-based bookkeeping, and secure client portals to improve efficiency and scale.

Revenue Range Annual revenue in the 1M–10M band with a small 2–10 person team—responsive target for tactical services such as onboarding audits, wallet share expansion in payroll, advisory retainer, and cross-selling audit or financial planning.

Brand Position Owner credentials as CPA and licensed Realtor with international experience; opportunity to co-market combined accounting and real estate services to property investors and international buyers in Florida.