Mid-market focus Target growth-minded mid-market clients in construction, energy, law, healthcare, and agriculture who require more than routine tax services and could benefit from advanced tax planning and advisory support.

Small firm scale Leverage the firms’ 11-50 employee footprint to position as a personalized alternative to larger firms for complex tax problems, offering flexible engagement models and rapid response times.

Digital presence Capitalize on the current tech stack and online assets to showcase technical proficiency, case studies, and a free review offer to attract prospects seeking innovative tax solutions.

Revenue growth Target clients with annual revenue similar to or exceeding the firm’s own scale by presenting value-added services such as industry-specific tax strategies and compliance optimization to capture larger fee opportunities.

Geographic niche Focus on Amarillo, Texas and surrounding markets where local visibility and relationship-based selling can drive referrals from construction, energy, and agriculture sectors, supplemented by regional thought leadership.