Small Practice Scale Target Temar Accounting as a boutique firm focusing on tax services, payroll, bookkeeping, and financial statements for small businesses and individuals. Cross-sell advisory services (financial planning, cash flow management) to reach the upper end of their revenue range and expand wallet share.

CPA(EA) Expertise Position senior staff availability (Josh Bruner, CPA; Cal Britsch, EA) as a differentiator for complex tax and compliance needs. Offer outsourced CFO or strategic tax planning to complement their in-house capabilities and support scale.

Tech Stack Fit Leverage Temar Accounting’s cloud and web tech usage (AWS, Snowplow, Weebly, Cloudflare) to propose modern, integrated fintech solutions, data analytics, and automated workflows that improve accuracy and efficiency in bookkeeping and reporting.

Growth Readiness With revenue in the multi-hundred thousands to low millions and a lean team, present scalable service packages, onboarding automation, and modular bookkeeping tiers to accommodate client growth while preserving personalized service.

Regional Opportunity Focus on Archbold, Ohio and nearby SMBs needing local tax, payroll, and financial statement services. Highlight responsive, local expertise and potential for referral partnerships with nearby CPAs or small business service providers.