International Focus Target Scheckner & Hetenyi PL for cross-border tax services and IRS representation, highlighting their international taxation expertise and potential needs for global compliance solutions.

Small Firm Scale Leverage their small team size (2-10 employees) to propose scalable cloud-based accounting, document management, and workflow automation that fits a lean operations model.

Experienced Leadership Position value around the founder’s credentials (CPA/PFS, CTRS, CFE, CFP, CVA) and former Revenue Agent to offer advanced advisory services, efficiency audits, and risk assessment packages.

Digital Stack Note reliance on WordPress, Shopify, and Microsoft 365; propose integrations and security enhancements, data governance, and client portal improvements to strengthen client experience.

Growth Readiness With revenue in the mid-range and growth potential, present scalable services such as international tax planning, IRS representation support, and marketing leveraging digital channels to broaden client base.