Small business focus Target small to mid-sized firms in San Antonio and surrounding areas that resemble Mark B Lackie, PC’s client profile (less than 50 employees) for services such as tax preparation, Form 990 filings for nonprofits, and payroll processing.

Niche service expansion Position RUN Wholesale as a pathway to cross-sell payroll services via ADP alongside core accounting offerings, highlighting bundled compliance, payroll accuracy, and scale benefits for growing small businesses.

Tech stack leverage Leverage cloud and analytics capabilities (AWS, Google Analytics, Google Tag Manager) to offer data-driven advisory services, virtual CFO considerations, and improved financial visibility to attract clients seeking modern, tech-enabled accounting.

Revenue growth signals With reported revenue in the multi-million range and a lean headcount, emphasize efficiency, automation, and scalable outsourcing models to attract inquiries from similar firms seeking cost-effective accounting and tax solutions.

Competitive positioning Differentiate from larger firms by focusing on personalized service for small businesses and nonprofits, transparent pricing, and local presence in San Antonio, while offering competitive payroll and tax-return capabilities to capture market share from mid-size regional players.