Niche Focus Target Novak Birks, P.C. for specialized audits in Employee Benefits, Health & Welfare Plans, 401(k) Plans, Governmental, Not-for-Profit, and For-Profit sectors, aligning sales outreach with their core service lines and potential upsell of broader assurance and advisory services.

SMB Scale With 11-50 employees and revenue in the mid tens of millions, position offerings around scalable cloud-based accounting, payroll tax automation, and cost-effective internal controls to support growth and compliance for small to mid-sized clients.

KC Presence Leverage their Kansas City footprint on Country Club Plaza to propose local market partnerships, community onboarding programs, and regionally tailored services that emphasize accessibility, turnaround speed, and tailored client service.

Compliance Suite Highlight opportunities to expand coverage in government and not-for-profit compliance, benefit plan audits, and tax services, inviting cross-sell of enhanced audit procedures, risk assessments, and regulatory updates.

Growth Readiness Position scalable advisory packages focused on plan administration efficiency, technology enablement, and financial forecasting to support ongoing growth as their revenue base expands toward larger client footprints.