Niche Focus Strength Specializing in audits for PEOs and nonprofits creates a clear target for tailored outreach and packaged services that resonate with regulator-driven needs. Target partnerships with PEO platforms, nonprofit associations, and payroll providers in Michigan to accelerate introductions and referrals. Use case studies from current engagements to demonstrate impact and shorten sales cycles.

Growth Scale Needs With a lean team and mid-range revenue, the firm benefits from scalable, high-margin services and technology enablement. Propose managed IT, cloud hosting, cybersecurity, backup and disaster recovery, and automation to improve efficiency for audits and client collaboration. Offer value-adds like analytics-enabled audits and standardized engagement templates to support growth without proportional headcount.

Tech Stack Fit Existing tools like AWS, MySQL, PHP and client-facing portals suggest opportunities to modernize digital workflows and improve data security. Provide cloud modernization, database optimization, API integrations, and secure client portals to streamline audit data collection and reporting. Position as a technology partner to enhance efficiency and deliver faster, more reliable audits.

Compliance & Security Core service area attestation and assurance aligns with security and governance needs across clients. Offer SOC 2 readiness, internal controls assessments, cybersecurity risk assessments, and ongoing compliance program development for PEOs and nonprofits navigating regulatory demands. These services can be bundled with audits to deepen client retention and expand wallet share.

Leadership Trust Founder CPA expertise and long industry involvement provide credibility for high-stakes engagements like complex audits, tax planning, valuation, and litigation support. Leverage leadership profile in marketing and proposals to win risk-focused clients and larger engagements. Consider advisory packages that blend assurance work with governance and strategy support.