Local SMB Growth McCurdy & Associates already serves small businesses, individuals, and nonprofits in Central Ohio with flexible, high-quality accounting and tax services. This base creates a strong opportunity to upsell scalable offerings such as outsourced bookkeeping, payroll, monthly financials, and proactive tax planning as client needs expand.

Regulatory Focus The firm highlights ongoing staff training to stay ahead of regulatory changes, indicating readiness to address compliance and risk management needs. Sell opportunities include internal controls reviews, SOC 1 readiness, and attestation services for clients needing assurance and regulatory compliance.

Attestation Demand With existing attestation capabilities, target nonprofits, small to mid-sized businesses, and grant-funded units that require financial transparency. Offer expanded assurance services, financial statement audits, and grant compliance work to capture additional recurring revenue.

Technology Enablement Despite a modest tech stack, there is room to partner with clients on cloud accounting, data security, and automation, integrating with popular platforms to streamline processes and enhance client value. Position McCurdy as a tech-friendly advisor for digital transformation and scalable back-office operations.

Trusted Local Partner The emphasis on trust, timely, and cost-effective service positions the firm as a preferred local alternative to larger national firms. Leverage this reputation to pursue growth via referrals, industry partnerships, and packaged service offerings such as virtual CFO, controller, or nonprofit governance packages tailored to Central Ohio clients.