Boutique Firm Small accounting practice with a lean team (2-10 employees) operating in Charleston, WV. Opportunity for targeted services that scale with growth, such as cloud adoption, process automation, and advisory offerings to expand footprint.

Tech Stack Utilizes WordPress, Office 365, PHP and common web technologies. Set up for upsell of advanced cloud-based accounting, cybersecurity for client data, and hosted client portals to improve collaboration and efficiency.

Mid Market Entry Annual revenue in the likely SMB segment ($1M-$10M) suggests potential demand for outsourced CFO, tax planning, and audit readiness services as client companies scale past startup phase.

Competitive Landscape Operates alongside large firms with significant resources. Position as a personalized, responsive partner with specialized local knowledge in West Virginia to win clients seeking hands-on service and flexible engagement models.

Growth Signals Proximity to Charleston base and a modern tech stack indicate readiness for service expansion, including virtual engagements, onboarding automation, and targeted marketing to similar regional firms in Baker Tilly, RSM, Moss Adams networks for referrals.