Mid-Sized Firm Target Krohn, Watters & Hicks, LLP as a San Francisco-based mid-sized public accounting firm seeking tailored tax planning, financial consulting, and compliance services for closely-held businesses and high-net-worth individuals.

Niche Focus Leverage their specialization in high-net-worth individuals, trusts, families, and closely-held entities to present advanced tax strategies, succession planning, and transaction advisory that competitors may not fully address.

Technology Stack Engage with them around modernization needs such as tax automation, document management, client portal improvements, and cybersecurity, given their use of SurePrep, WordPress, Office 365, Cloudflare Bot Management, and related tools.

Growth Indicators Revenue range ($10M–$25M) and San Francisco location imply expansion opportunities in high-income markets; propose scalable services, cloud-based accounting, and advisory for growth, M&A due diligence, and financing optimization.

Competitive Position Position as a premier local firm with a consultative approach; offer differentiators like proactive planning, customized transaction solutions, and trust-centric services to deepen client relationships and cross-sell advisory, tax, and compliance offerings.