Small Firm Focus Target The PUTMANGROUP as a boutique CPA firm serving small to medium-sized businesses across industries. Sales opportunities include outsourced accounting, tax planning, and wealth protection services tailored for SMEs seeking cost-effective, high-touch financial expertise.

Financial Scale Fit With annual revenue in the 10M-25M range and 2-10 employees, position scalable tax and advisory packages that grow with client needs, such as annual tax strategy, R&D credits, and cash flow forecasting for growing retailers, manufacturers, and service firms.

Tech-Driven Efficiency Leverage the firm’s emphasis on technology and QuickBooks management to offer implementation, integration, and training services, plus streamlined cloud-based bookkeeping and data analytics to improve accuracy and reduce client costs.

Recurring Revenue Hooks Propose retainer-based services including ongoing tax planning, payroll, monthly financial reporting, and virtual controller functions to establish steady recurring revenue while increasing client engagement and lifetime value.

Industry Targeting Explore cross-sell opportunities within its diversified client base (retail, manufacturing, construction, real estate, high-tech, restaurants, professional services) by offering sector-specific audits, compliance reviews, and customized tax strategies aligned with each market’s regulatory landscape.