Small practice opportunity Target a personalized service approach for a small accounting practice with 2-10 employees, offering scalable CFO advisory, tax planning, and cloud-based solutions to help them compete with larger firms.

Local market focus Emphasize regional expertise in Kirkwood and Greater St. Louis, providing proximity benefits, client meetings, and community engagement to attract referrals from nearby SMBs seeking personalized CPA services.

Digital readiness Leverage their current tech stack presence (WordPress, RSS, PHP) to propose modern, secure practice management, client portal integration, and automated tax workflow tools to improve efficiency.

Growth through partnerships Position value in collaborations with nonprofits and mid-market clients who require ongoing tax planning, bookkeeping, and controllership services, expanding revenue beyond individual tax season focus.

Revenue expansion With current revenue between one and ten million, present scalable services such as outsourced accounting, payroll, and advisory packages to increase average client lifetime value and cross-sell opportunities.