Regional Focus A Idaho-based accounting firm with offices in Idaho Falls and Rexburg serving southeastern Idaho, yet capable of servicing clients nationwide. Opportunity: target regional mid-market companies in the surrounding communities and offer scalable outsourced accounting, tax, and advisory services that leverage local presence with nationwide capabilities.

Revenue Range Current revenue positioned in the mid-tier SMB range ($10M–$25M). Opportunity: present value-driven solutions such as cloud-based accounting, automation, and continuous assurance to improve profitability, cash flow management, and scalable reporting for growing firms.

Professional Network Member of AICPA Private Companies Practice Section and active in state CPA societies. Opportunity: leverage credibility to approach privately-held mid-market clients seeking trusted advisors and to upsell consulting on governance, internal controls, and financial optimization.

Tech Stack Uses Snowplow, iCIMS, WordPress, Shopify, PHP, Google Analytics, Piwik PRO Core, and WP Google Map Plugin. Opportunity: propose data-driven marketing analytics, client portal enhancements, and workflow automation integrations to modernize client experiences and improve firm efficiency.

People & Scale 11–50 employees with a history of deep experience since 2002. Opportunity: position as a scalable outsourcing partner for small finance teams, offering fractional accounting leadership, bookkeeping, and tax planning to help clients manage workload without committing to headcount growth.