Small Firm Opportunity Target Sundberg Rauch Benneth Horner as a boutique accounting firm with potential for specialized financial systems, cloud security, and workflow automation to scale their client services while maintaining lean operations.

Tech StackFit Leverage their existing use of AWS, Azure Active Directory, and Microsoft 365 to propose integrated security, data analytics, and collaboration enhancements that align with their current infrastructure and minimize migration risk.

Growth Readiness With revenue under ten million and a lean team, position scalable cloud-based accounting solutions and outsourced IT support to support client growth without significant headcount increases.

Security & Compliance Emphasize services around data privacy, access control, and regulatory compliance to complement their Active Directory environment and protect sensitive client data.

Cross-Sell Potential Introduce complementary offerings such as analytics dashboards, tax automation tools, and document management to broaden service scope for existing and prospective SME clients.