Recurring Bookkeeping The Doza Group emphasizes ongoing bookkeeping for all clients, built on current data. This presents a sales opportunity to upsell monthly advisory, proactive tax planning, and KPI driven fractional CFO services to existing clients who may benefit from deeper financial insight and proactive strategy.

Fractional CFO With services including fractional CFO, KPIs, budgets, cash flow, and profitability, there is potential to target growing SMBs in construction, home services, professional services, real estate, and healthcare to scale operations, improve margins, and secure financing.

Market Expansion Serving diverse industries in San Antonio, Doza can cross-sell payroll, tax planning, and formation services to startups and established firms seeking integrated back-office solutions, while highlighting year-round support as a differentiator.

Tech Enablement Current tech stack with QuickBooks Certification, WordPress, Google Workspace, and scheduling tools suggests opportunities to offer seamless digital onboarding, data automation enhancements, and cloud-based reporting bundles for faster decision-making.

Pricing Tiers Tiered service packages starting at $350 per month indicate room to package value-based offerings for target segments, plus potential to introduce bundled advisory add-ons, performance dashboards, and ongoing tax optimization with predictable revenue.