Auditing Focus Target Novak Birks, P.C. for expanded audit services beyond current specialties by highlighting opportunities in Employee Benefits, Health & Welfare Plans, and Governmental/Not-for-Profit audits to broaden their annual audit engagements.

SMB Growth Position services for small to mid-sized businesses within their client base, offering scalable tax, payroll, and advisory packages that align with their current compilations and tax return offerings to capture additional tax and compliance workloads.

Compliance Expansion Leverage demand for state and local tax and payroll tax compliance by proposing enhanced tax return preparation, sales and use tax optimization, and payroll tax services to deepen revenue per client.

Technology Enablement Emphasize modern audit and tax technology solutions that improve efficiency and accuracy, including data analytics for benefit plan audits, which can drive higher-margin engagements and cross-sell opportunities.

Geographic & Market Fit Position Novak Birks as a regional CPA partner on the Country Club Plaza in Kansas City to win referrals from nearby SMBs and nonprofits seeking trusted local auditors, tax and advisory specialists.