Experienced firm Long-standing local CPA with over 35 years in La Crosse and surrounding areas, suggesting credibility and a loyal client base. Potential for cross-sell of advisory, tax, and audit services to existing and past clients.

Multi-state capability Licensed to practice in Wisconsin, Minnesota, and Iowa with ability to prepare returns for all 43 states with personal income tax. Opportunity to expand geographic reach and attract clients with cross-state tax and compliance needs.

Senior expertise Five CPAs with more than 120 years of combined experience plus a supporting staff. Position to target mid-market, government, and nonprofit clients seeking high-touch, experienced accounting and advisory services.

Digital presence Tech stack includes WordPress, Shopify, Microsoft 365, Yoast SEO, and others, indicating moderate digital maturation. Potential to enhance client onboarding, digital marketing, and online tax/accounting services.

Growth leverage Revenue in the mid-range ($1M–$10M) with small team footprint. Opportunity to offer scalable solutions such as outsourced CFO, cloud-based accounting, tax planning packages, and government/non-profit compliance services to accelerate growth for target segments.