High net worth focus Target their core client base of high net worth individuals and privately held businesses with tailored tax planning, succession planning, and consulting services to expand wallet share.

Mid-market expansion Leverage their revenue range and local Bend, Oregon roots to pursue regional mid-market firms with needs in audits, reviews, compilations, and fraud analysis, focusing on cross-sell opportunities into nonprofits and municipalities.

Not-for-profit growth Position services for nonprofits and municipalities as a growth channel, offering audits, reviews, agreed upon procedures, and fraud analysis to capture new nonprofit/municipal clients seeking compliance and governance support.

Tech-enabled services Highlight the current tech stack to reassure prospects about scalable solutions; propose modern analytics, forecasting, and remote collaboration capabilities to appeal to clients seeking efficiency and data-driven insights.

Competitive positioning Differentiate from large firms by emphasizing accessibility, community-focused service, and personalized advisory, while offering competitive pricing for audits, tax, and consulting to attract mid-sized entities seeking intimacy with a boutique firm.