Local Trusted Advisors K. Evans & Associates, PLLC is a long-standing full-service CPA in Frisco serving North Texas, offering personal and professional financial guidance. This deep local footprint positions the firm well to target SMBs and mid-market clients seeking reliable, local accounting and advisory services. Use this as a lever to upsell ongoing tax planning, year-round accounting, and outsourced advisory relationships built on trust.

Growth Advisory Opportunity With capacity to add advisory offerings, the firm can target growing SMBs in the Frisco area with outsourced CFO, cash flow management, budgeting, and strategic planning. Coupled with cloud accounting and data analytics, this creates a compelling mix for clients navigating rapid growth, financing rounds, or reorganizations.

Analytics Cross-Sell The existing analytics footprint suggests an opportunity to package data-driven accounting and marketing insights for clients. Offer clients dashboards that tie financial metrics to marketing and sales performance to optimize ROI and inform strategic decisions.

Partnership Network Expansion Build a referral and partnership program with local banks, law firms, and business networks to source SMB clients. Position the firm as a trusted local partner for end-to-end financial needs, potentially expanding client reach without significant headcount growth.

Tech Modernization Upsell Leverage the current technology stack as a base to propose modernization services such as cloud accounting integration, cybersecurity readiness, and internal controls optimization. This can attract clients seeking scalable, secure financial operations aligned with growth.