Construction focus A boutique CPA firm specialized in the construction industry presents sales opportunities for tailored cost accounting, project-based profitability analyses, and contractor-specific tax planning.

M&A activity Recent merger with McCarthy firms indicates a growth trajectory and potential need for scalable cloud-based accounting, integration services, and unified reporting systems to support expanded operations.

Small team With a lean workforce in the 0-1 employee range, there is a clear opportunity to upsell fractional CFO services, outsourced bookkeeping, and scalable compliance solutions for growth without headcount strain.

Revenue opportunity Reported revenue under one million suggests price-sensitive clients who may benefit from bundled services, retainers, and phased value-based pricing for construction-specific financial management.

Tech stack Existing web and tech components (Cart functionality, jQuery, Swiper, HSTS, Nginx) imply readiness for digital customer onboarding, secure client portals, and automated billing or project accounting integrations to improve efficiency.