Retired operations The firm retired in January 2026, but continues to support church accounting needs through Stewardship Resources, LLC. This creates an opportunity to position Stewardship Resources as the ongoing trusted partner for church financial services and explore cross-sell of specialized nonprofit and clergy taxation expertise.

Niche focus Specialization in nonprofit accounting and minister taxation indicates a strong vertical footprint with churches, clergy, and nonprofit organizations. Reach out to similar-sized congregations and denominations seeking compliant tax planning, housing allowance guidance, and streamlined church bookkeeping.

Tech stack Adoption of cloud and web technologies (AWS, Snowplow, Duda, Squarespace, JSON-LD) suggests readiness for digital transformation projects and data analytics. Offer modernized client portals, secure data handling, and analytics for financial reporting to institutions that require transparent grant tracking and budgeting.

Revenue potential Reported revenue in the mid tens of millions with a mid-sized employee base implies capacity for larger nonprofit clients or multi-campus church networks. Propose scalable service packages, higher-tier support, and ongoing compliance programs to capture larger engagements.

Market positioning Competitors range from large tax firms to niche providers, indicating space for differentiated service in church and nonprofit accounting. Position Stewardship Resources as a specialized, trusted advisor for clergy tax nuances and nonprofit governance to win referrals from faith-based organizations.