Cloud DNS Security The company relies on Google Cloud DNS and Google Domains, signaling a cloud-centric IT approach. It’s a good fit for security-focused services such as DNS protection, email security, backup and disaster recovery, and managed IT for Google Workspace.

SMB Growth Readiness With a lean but established team and solid revenue, JP Pools is likely looking to scale operations and optimize workflow. Upsell opportunities include practice management software, AP/AR automation, and CRM integration with Google Workspace.

Google Workspace Upsell Current tech stack shows comfort with cloud collaboration. Offer advanced workspace enhancements, automation, electronic signatures, document templates, and integration with accounting platforms.

Security & Compliance Accounting operations require strong data protection and regulatory compliance. Propose cybersecurity services, risk assessments, security readiness, and security training to reduce risk.

Regional Growth Based in Palm Springs, there is opportunity to engage regional peers and local SMB networks, offering tailored onboarding and personalized service. Consider local partnerships or events to win additional accounting clients in similar market segments.