Small Firm Opportunity Independent CPA practice with 2-10 employees and revenue in the 1M-10M range presents a target for outsourced accounting, tax planning, and advisory services to scale operations and improve profitability.

Full Service Appeal Offer to expand client engagements beyond traditional accounting into tax planning, retirement and financial planning, and business consulting to deepen wallet share with existing clients and attract similar SMBs.

Technology Upgrade Leverage their current tech stack (Azure, analytics, live chat, security training) to introduce integrated cloud accounting, data analytics, client portals, and cybersecurity services to support growth and efficiency.

Growth Readiness Revenue scale suggests potential readiness for advisory services, M&A integration support, and succession planning for owners looking to optimize value, attract strategic partnerships, or plan exit strategies.

Regional Focus Based in Charleston, SC with a long history since 1951, present a local-market growth strategy targeting nearby small to mid-sized businesses seeking dependable, personalized CPA services and regional trust.