SMB Focus Target mid-sized accounting firms like Tax Manager seeking scalable cloud and security solutions to support growth, given their revenue range and employee size.

Cloud and Security Leverage their tech stack (AWS, Barracuda, Piwik PRO, Matomo) to propose integrated cloud security, data analytics, and privacy compliance packages that reduce risk and improve client trust.

Digital Presence Capitalize on their Squarespace and CMS usage to offer website optimization, ecommerce-enabled client portals, and marketing automation to attract new clients.

Efficiency Upsell Offer productivity and collaboration tools aligned with Google Workspace and Microsoft 365 to streamline workflows, client collaboration, and document management for a lean firm.

Growth Enablement Position services around scalable IT infrastructure and data analytics to support revenue growth toward the higher end of their revenue range, with emphasis on compliance and scalability.