Tax expertise Target mid-market businesses in need of proactive tax planning and compliance services, highlighting Shifflett & Philips’s strong reputation, personal client relationships, and capabilities in tax preparation, planning, and mergers and acquisitions.

Growth enablement Leverage their mid-sized firm scale and full accounting resources to win clients seeking the range of services of a large firm with the personal touch of a small practice, especially for businesses pursuing acquisitions or growth initiatives.

Digital readiness Position as a tech-forward CPA by underscoring the use of QuickBooks Desktop, Sentry, React and data analytics tools, offering modernized accounting workflows, cloud-adjacent solutions, and enhanced security posture.

Education credits Capitalize on recent news about educating clients on tax credits such as the AOTC and LLC to create targeted outreach for businesses investing in staff education, student-related tax planning, and tuition-relevant expense strategies.

Financial health With revenue in the multi-million range and a clear niche in tax and merger activity, pursue opportunities with growing firms in the 10–25 million revenue band that may need outsourced accounting, bookkeeping, and advisory services to scale operations.