Local Expertise Target this Kansas-based, locally owned firm for bundled advisory and accounting services that emphasize cost control, efficiency, and staying ahead of industry trends. Highlight opportunities to upsell management advisory, budgeting, and performance analytics that align with their focus on the local business environment.

Growth Services With a revenue range of 10M–25M and a mid-sized team, position scalable services such as outsourced CFO, interim controller, and advanced tax planning to support expansion, profitability initiatives, and risk management as they grow.

Technology Enablement Leverage their existing tech stack including WordPress, Shopify, and JotForm by offering integration consulting, data analytics dashboards, and streamlined e-commerce financial workflows to improve accuracy and efficiency for clients in commerce and services.

Staff Development Given history of adding associates and the retirement of a longtime member, present recruitment, onboarding, and talent development programs, plus partner-level thought leadership and continuing education packages to support firm retention and capacity growth.

Succession & Branding Capitalize on their local prominence and leadership transition with succession planning, client relationship management, and marketing services to sustain client continuity, cross-sell advisory offerings, and strengthen competitive positioning against larger firms.