Small business focus TMA Accounting targets small business owners in Indianapolis and central Indiana, presenting opportunities to cross-sell bundled services such as bookkeeping, payroll, and tax planning to a growing SMB client base.

Year-round value Emphasize continuous financial visibility beyond tax season, offering ongoing profitability analysis, cash flow forecasting, and monthly/quarterly financial statements to position the firm as an essential, year-long partner.

PASBA leadership As a long-time PASBA member and former Accounting Firm of the Year, leverage credibility to connect with SMBs seeking trusted networks, and target referral-driven opportunities within the PASBA community.

Growth-ready revenue Revenue range places the firm in a sweet spot for mid-market SMB services; propose scalable solutions—from core accounting and payroll to advisory services and tax optimization—as clients expand.

Service diversification With offerings in tax, accounting, bookkeeping, and payroll, there is opportunity to upsell integrated solutions, automate routine tasks, and adopt cloud-based fintech integrations to attract tech-forward clients.