Small business focus Target small business owners and startups with bundled accounting, tax, and financial planning services, emphasizing affordable, personalized support to reduce paperwork stress.

Financial services breadth Leverage their wide service range to cross-sell estates, trusts, real estate, and business formation services to existing clients seeking end-to-end financial solutions.

Local accessibility Position SKP as a local, responsive alternative for IRS problem resolution and routine accounting, appealing to clients needing quick, personable support.

Growth potential With a revenue window of 1M–10M and a small team, offer scalable advisory packages and digital onboarding to attract growing firms seeking affordable expert help.

Digital engagement Utilize their tech stack and website presence to propose digital-first services, client portals, and automated communications to improve engagement and retention.