Small firm, big needs Roger Advisory Services is a small accounting firm with 2-10 employees serving individuals and mid-size businesses in the tri-state area. This presents a clear opportunity to upsell scalable, outsourced CFO, tax planning, and bookkeeping packages as they grow beyond current capacity.

Two-phase value Their Development and Recurring Service model emphasizes cleaning up books, dashboards, and ongoing financial management. This aligns well with selling enhanced financial analytics, KPI dashboards, and cloud-based collaboration tools to improve decision-making and efficiency.

Industry breadth RAS targets a diverse mix of industries from hospitality and real estate to healthcare and not-for-profits. A cross-sell strategy can be crafted to tailor industry-specific compliance, tax planning, and cash flow optimization services to each vertical.

French-language services With French-language capabilities and private client focus, there is a potential to expand into bilingual advisory offerings, cross-border restructuring, and international tax planning for small to mid-sized French-speaking client segments.

Digital readiness The tech stack includes Microsoft 365 and various analytics/tools, suggesting openness to modern cloud-based accounting, automation, and secure data sharing. Propose automation-enabled workflows, advisory dashboards, and SOC/controls enhancements to attract growth-minded clients.