Scaleable services The PUTMANGROUP offers a comprehensive accounting, tax, business consulting, and QuickBooks management service suite tailored to small and medium-sized businesses, presenting a cross-selling opportunity for tax planning, payroll, and advisory offerings to existing clients and prospects in retail, manufacturing, construction, real estate, and professional services.

Tech driven efficiency Leveraging a diversified tech stack including OneTrust, AWS, LiveChat, and analytics tools signals readiness to implement automation, data security, client portals, and digital engagement initiatives to attract faster onboarding and higher client satisfaction.

Growth potential With 20+ years in Southern California and revenue in the mid-range of 10M–25M, there is potential to upsell advisory services, scalable cloud-based bookkeeping, and additional financial planning offerings to expand client wallets among existing small to mid-market customers.

Targeted industries Experience across retail, manufacturing, construction, real estate, mortgage brokerage, wholesale distribution, high-tech, restaurants, and professional services provides a diversified target base for cross-industry cross-sell of specialized tax strategies, ASC 606 guidance, and sector-focused financial insights.

Competitive positioning A boutique CPA with a long local track record contrasts with larger firms, offering personalized service and structured processes; this can be capitalized by offering fixed-fee packages, digital onboarding, and measurable ROI demonstrations to win mid-market clients seeking trusted advisors.