Forensic focus Specializes in Forensic Accounting and Financial Expert Witness services, with expansion into traditional CPA offerings since 1998, presenting cross-sell opportunities for litigation support, financial investigations, and audit services.

Small firm agility A lean team of 2-10 employees suggests a highly personalized service model and a potential partner for advisory projects, outsourced accounting, and niche consulting that can scale with their workload.

Tech stack Utilizes common business platforms (WordPress, MySQL, Microsoft 365) and legal/forensic communication tools, indicating openness to cost-effective, cloud-based productivity upgrades, data security enhancements, and client collaboration enhancements.

Revenue potential Current revenue range indicates a growing firm capable of expanding services; ideal target for value-added offerings in tax planning, financial statement assurance, and forensic technology solutions.

Market positioning Positioned against large professional services firms but with a specialized forensic niche; there is an opportunity to propose competitive, specialized engagements or partnerships that leverage their expertise while differentiating from big firms.