Small firm, big needs Despite a small team, the firm operates as a full service tax, accounting and business consulting practice, indicating opportunities to upsell comprehensive cloud-based tax, compliance, advisory, and outsourced CFO services to support growth while keeping headcount lean.

Tech stack leverage Current technologies include Microsoft 365 and GoDaddy, suggesting a pathway for advanced productivity solutions, security enhancements, document management, client portals, and automated workflows to improve efficiency and client collaboration.

Growth potential Revenue is under one million with a lean staff, signaling opportunities for scalable services such as practice management, marketing automation, client onboarding improvements, and scalable advisory offerings to drive revenue growth.

Location leverage Based in Worthington, OH, there may be regional market opportunities in central Ohio for targeted marketing, industry-specific tax strategies, and partnerships with local SMB networks to expand client base.

Competitive positioning As a small CPA firm in a landscape with large firms, there is potential to differentiate through personalized service, specialized small business and startup tax guidance, and cost-effective technology-enabled solutions for client experience and retention.