Mid-market Accounting Target mid-market firms in accounting services with revenue in the 10M-25M range, like Peck Jenkins Kershner CPAs PA, which indicates a steady scale suitable for expanding advisory, outsourcing, and technology enablement offerings.

Tech Enablement Leverage their use of modern tech stack (AWS, Matomo, Google tools) to propose enhanced cloud-based accounting, data analytics, cybersecurity, and performance reporting solutions that integrate with their existing infrastructure.

Client-Centric Growth Position as a growth partner that emphasizes personal client relationships alongside technology-driven efficiency, offering scalable advisory services such as CFO on demand, financial planning, and process automation to deepen client retention.

Regional Focus Focus sales outreach on Florida-based SMBs and firms with similar size and footprint, leveraging their Palm Harbor and Trinity office presence for localized partnerships, referrals, and co-hosted events.

Service Expansion Explore expanding services beyond core accounting to include governance, risk, and compliance consulting, cloud migrations, and data-driven KPI dashboards tailored to mid-market clients seeking strategic finance support.