Boutique growth Target a firm of 2-10 employees with a comprehensive outsourced accounting and CFO service offering to scale as they expand, leveraging their existing tax, attest, and advisory practices.

Wealth planning Position advanced wealth management and estate planning as a cross-sell to clients receiving business advisory and nonprofit audits, highlighting integrated financial strategy services.

Regional expansion Explore cross-sell opportunities tied to their Albuquerque and Loveland offices by offering scalable IT health checks, cloud migration, and cybersecurity services to support growth and remote work.

Tech modernization Offer modern practice-management and security solutions that integrate with their Microsoft 365 environment and streamline tax, audit, and outsourced CFO processes for higher efficiency.

Financial health Leverage their $1M-$10M revenue band to propose scalable efficiency improvements, benchmarking, and profitability consulting aimed at mid-market clients and nonprofit organizations seeking governance enhancements.