Growth partnership Target fast-growing mid-market firms in need of fractional CFO and finance department services, positioning Lavoie CPA as a scalable outsourced finance partner that can support expansion while maintaining control and governance.

Technology leverage Highlight the firm’s emphasis on technology and data-driven decision making to appeal to growth-focused companies seeking modern finance operations, with potential upsell on integrated financial tooling and reporting.

Revenue range fit Capitalize on revenue band of 1M–10M to approach startups and scale-ups who require strategic financial stewardship but may not yet have in-house CFO capabilities, offering staged services as they scale.

Strategic leadership Promote recent leadership addition and CFO-level expertise as a selling point for clients needing governance, risk management, and long-term financial planning during periods of change or fundraising.

Market positioning Differentiate from larger firms by emphasizing customized, lock-step solutions and dedicated attention to growth trajectories, appealing to companies seeking personalized, flexible financial guidance.