Cloud-Driven Efficiency Jet already operates on Google Cloud and maintains a lean team, creating an opportunity to sell cloud-based tax workflow automation. Propose a package with secure client portals, document exchange, e-signature, and automated filing workflows to help handle more clients with the same headcount.

Houston Niche Focus Based in Houston with 2-10 employees, Jet can win business by targeting local SMBs and industry sectors common to the region (energy, manufacturing) with specialized tax advisory, credits, and compliance services, providing a differentiated alternative to national firms.

Strategic Partnerships As a small firm, Jet could scale through partnerships with tax software platforms, accounting ecosystems, and MSPs, including white-label services, referrals, and API integrations that broaden service offerings and accelerate client onboarding.

Tech Modernization The current stack of PHP and Lua with Stimulus suggests modernization opportunities. Offer migration and modernization services, API-driven integrations, security hardening, and analytics-enabled practice management to expand offerings.

Ecommerce Focus With Squarespace Commerce in use, Jet can pursue online sellers needing tax and sales tax support, automated invoicing, and year-end tax optimization. Propose packaged services for e-commerce clients and targeted marketing to attract this segment.