Growth oriented Target expansion and upsell opportunities with growth oriented small to mid-market clients in Delmarva Peninsula, leveraging PKS & Company’s combined audit, accounting, tax, retirement plan administration and financial planning services to offer bundled solutions.

Leadership transitions Monitor and engage clients around leadership changes such as the recent COO appointment and partner retirement to offer transition advisory, governance enhancements, and continuity planning services that align with client succession and risk management needs.

Technology stack Position PKS as a tech‑savvy accounting partner by highlighting existing tools and modernization capabilities to attract tech‑driven SMBs seeking scalable systems, cloud adoption, automation, and data analytics for financial decisions.

Retirement focus Leverage retirement plan administration expertise to target businesses needing independent plan oversight, fiduciary support, and compliance services, creating cross‑sell opportunities with existing audit and tax offerings.

Investment advisory Cross‑sell opportunities with PKS Investment Advisors LLC by presenting integrated financial planning, investment advisory and tax strategies to high‑growth clients needing holistic wealth and business planning.