Established Expertise The Shafer Group has over 20 years of experience in accounting and tax services, demonstrating a strong foundation and reliability in serving diverse industries such as defense, healthcare, and real estate, which offers opportunities to tailor specialized financial solutions.

Mid-Sized Market Focus With a revenue range of 1 to 10 million and a team of up to 50 employees, the firm serves mid-market clients, presenting opportunities to introduce scalable technology solutions and advisory services that support growth and efficiency.

Technological Integration The company's tech stack includes modern web and development tools like PHP, jQuery, and OpenResty, indicating an openness to adopting advanced financial software, automation, and cybersecurity solutions to enhance service delivery.

Regional Presence Located in Colorado Springs and serving along Colorado’s front range, The Shafer Group’s regional focus provides a basis for targeted marketing and expansion into nearby local businesses requiring personalized accounting services.

Growth Opportunities Given their diverse industry experience and current revenue scale, there is potential for introducing cloud-based accounting platforms, compliance management tools, and digital marketing services to attract larger clients and facilitate expansion.