Small firm growth A two to ten employee CPA firm with revenues between one and ten million dollars presents a target for scalable back-office outsourcing, advisory services, and scalable tax and compliance support for growth as client complexity increases.

Tax expertise Leverage Felecia Sternbach and Ellen Rose’s extensive tax capabilities across corporations, non-profits, trusts, partnerships, LLCs/LLPs, and individuals to cross-sell comprehensive tax planning, audit support, and year-round compliance services to current and prospective clients.

Industry breadth Experience spanning banking, construction, and retail suggests opportunity to provide sector-specific controls, financial reporting, and advisory services to mid-market clients looking for specialized accounting guidance.

Digital readiness Existing tech stack including Google Fonts, analytics, security plugins, and PHP indicates openness to digital marketing, website lead capture, and client portal enhancements; propose integrated CRM, onboarding automation, and secure data exchange to improve client experience.

Growth opportunities Revenue scale suggests potential for value-based pricing on advisory packages, outsourced controller/CFO services, R&D tax credits, and nonprofit/tax-exempt entity services to deepen wallet share with current clients and attract higher-margin engagements.