Strategic merger Recently merged with Mauldin & Jenkins Certified Public Accountants, LLC, expanding capabilities to deliver assurance, tax and advisory services beyond CFO support. Opportunity to cross-sell broader financial services to existing and former M&J clients seeking integrated solutions.

SMB CFO niche Focused on providing high-level financial expertise to small businesses and nonprofits that can’t afford a full-time CFO. Potential upsell of enhanced virtual CFO offerings, controller support, financial planning and analysis packages, and board reporting services.

Georgia market Headquartered in Atlanta with a Metro-Atlanta client focus and a mission to partner with local organizations. Opportunity to expand geographic footprint in the Southeast by leveraging merged firm networks and regional CPAs to capture mid-market and high-potential nonprofits.

Tech stack leverage Uses Google Workspace, WooCommerce, and analytics/tools like Google Search Console to run operations and client engagements. Potential to upsell clients on data analytics, dashboards, KPI tracking, and technology enablement for financial visibility and decision support.

Mid-market growth Revenue in the $1M–$10M range indicates growing client portfolios with scale potential. Cross-sell advisory, tax optimization, risk management, and performance improvement services to existing clients as they mature and seek more sophisticated financial leadership.