Proactive advisory Target TD Consulting Group as a potential client for advisory services beyond basic compliance, highlighting opportunities to expand their proactive financial planning offerings and tax strategy services with an emphasis on scalable, advisory-driven engagements.

Tech stack fit Leverage their existing technology usage in QuickBooks Online, Microsoft 365, Google Cloud, and cloud-based tools to propose integrated fintech solutions, add-ons, or training services that enhance efficiency and data-driven decision making.

Growth-and-governance Position services that support mid-market growth and governance, such as scalable cloud accounting, internal controls optimization, and strategic tax planning tailored to high net-worth individuals and business owners.

Revenue-signaling With reported revenue up to 25M, approach with value-based pricing for larger engagements, offering bundled packages (planning, tax, and business advisory) to increase deal size and long-term retainer potential.

People-and-process Offer solutions that enhance talent management and hiring efficiency for firms using iCIMS, including recruitment analytics, onboarding optimization, and workflow automation to improve client service delivery and scalability.