Small firm footprint A boutique accounting firm with 2-10 employees based in Wildwood, Missouri, offering business advisory, bookkeeping, accounting, and tax services to closely held businesses; potential for tailored, high-touch services and scalable digital solutions.

Tech stack leverage Utilizes cloud and web technologies (AWS, Liquid Web, GoDaddy, Bootstrap, React) and modern hosting, suggesting openness to digital transformation projects, workflow automation, and secure client portals.

Revenue range Annual revenue in the mid six-figure to low seven-figure range signals readiness for incremental services such as outsourced CFO, tax optimization, and scalable bookkeeping packages to drive growth.

Public advisory focus Specializes in business advisory, bookkeeping/accounting, and tax prep for closely held businesses, presenting cross-sell opportunities in retirement/estate planning, compliance upgrades, and industry-specific advisory services.

Competitive landscape Operates in a market with large firms (Deloitte, RSM, Plante Moran, KPMG) but remains a small firm; position as cost-effective, personalized alternative with potential for engagement in mid-market cross-sell through partner referrals and technology-enabled services.