Web Modernization The current site relies on a basic builder with limited CMS, presenting an opportunity to upgrade to a robust CMS, improve SEO, and implement lead capture to drive more inquiries from prospective clients.

HR Tech Upsell Using an applicant tracking system signals a growth mindset; there is potential to offer end-to-end talent management services such as onboarding automation and payroll integration to support expansion.

Security & Compliance Handling client financial data makes security and regulatory compliance a priority; propose security assessments, SOC two readiness, and ongoing managed security to differentiate and protect client trust.

Analytics & Marketing Google Analytics usage shows data-driven intent; opportunities exist to provide advanced analytics, attribution, CRM integration, and marketing automation to accelerate client acquisition.

CRM Growth Implementing a unified CRM and client lifecycle workflows can improve sales-to-delivery handoffs, enable cross-sell of advisory and accounting services, and support scalable growth.