Awarded reputation Capitalize on their recent recognition as the 2023 best accountant in Treasure Valley and statewide Idaho to position premium accounting services, client referrals, and case studies that emphasize local trust and proven expertise.

Growth potential With revenue in the 10M-25M range and a team of 11-50, offer scalable outsourced accounting, controllership, and advisory packages to support projected client growth, including cash flow forecasting and tax planning.

Tech-enabled Leverage their use of common business tech (Microsoft 365, PHP, Apache, jsDelivr, jQuery) to propose modern cloud-based bookkeeping, dashboards, and secure collaboration tools that integrate with their existing stack.

Startup support Grow their book of business by targeting startups and small businesses needing business planning, funding guidance, and entity structuring services aligned with their stated capability to help clients establish plans and obtain funding.

Regional focus Emphasize local market expertise in Idaho and Treasure Valley to win engagements with regional firms seeking compliant, reputable accounting partners for audits, tax, and advisory services that complement their awards.