Local SMB focus Target small to mid-sized businesses in Memphis and nearby Arkansas markets where Rikard & Neal CPAs, PLLC already positions itself as a local, attentive full-service firm with outsourced accounting, tax, and advisory offerings.

Outsourced capabilities Leverage opportunities for outsourced controller and CFO services, cloud accounting, QuickBooks and Sage/Peachtree support to attract growing startups and established small businesses seeking scalable finance functions.

Tax and planning emphasis Advance cross-selling around tax planning and preparation, IRS representation, and entity selection to capture year-round advisory revenue from individuals and pass-through or small business entities.

Tech-enabled services Highlight the firm’s modernization angle with cloud accounting, QuickBooks ProAdvisor credentials, and accounting software setup to appeal to tech-focused clients and firms seeking efficient, compliant financial operations.

Growth opportunity segments Position for mid-market referrals and partnerships by aligning with nearby larger firms (e.g., regional networks) and targeting industries common to the Memphis area that require compliant, scalable accounting and tax services, supported by a 10–25 million revenue range posture.