Small Biz Focus Target Phase One’s core customers: small businesses seeking affordable accounting software support, customization, and training. Highlight opportunities for bundled solutions combining software selection, implementation, and ongoing bookkeeping assistance.

Remote Support Capitalize on their use of Citrix for remote support to propose cloud-based or hosted accounting and training services, increasing service reach, reducing on-site visits, and expanding potential client base.

Custom Reporting Leverage their Crystal Reports expertise to upsell advanced reporting, dashboarding, and data visualization services for clients needing insights from Peachtree or DacEasy data, including sample report packages.

Training Emphasis Position ongoing Tips & Tricks and training offerings as a recurring revenue model with options for on-site and online programs, appealing to businesses aiming to upskill staff and maximize software ROI.

Growth Potential With revenue in the lower mid-range and a small team, present scalable solutions such as managed services, annual support plans, and occasional add-on modules to expand wallet share without significant headcount growth.