Small business focus Target small business owners and sole practitioners who may need tax preparation, payroll services, and advisory support, highlighting personalized CPA service and family-like approach.

IRS experience Leverage Jo’s background as a former IRS auditor to offer operational effectiveness reviews, internal controls checks, and proactive tax planning that appeal to clients seeking credibility and risk mitigation.

Local expertise Emphasize Ohio market knowledge and CPA credentials through state society memberships to position as a trusted local partner for individuals, partnerships, and small corporations.

Tech stack Promote efficiency and client portals via Google Workspace and web technologies to attract clients seeking modern, cloud-enabled accounting, payroll, and tax workflow solutions.

Growth potential Position as a scalable partner for growth-oriented clients and potential collaborations with mid-market or expanding firms, leveraging connections to broader networks and external service offerings.