Comprehensive Service Portfolio Willis & Jurasek offers a wide range of financial services including accounting, auditing, tax, estate planning, and business management which presents opportunities for cross-selling additional consulting or specialized financial solutions tailored to client needs.

Mid-Sized Financial Firm With a revenue range of 10 to 25 million dollars and a team of up to 50 employees, this company targets medium-sized businesses and high-net-worth individuals, creating potential for scalable financial services and premium consulting packages.

Technology Adoption Utilizing advanced platforms such as Google Cloud, reCAPTCHA, and Shopify indicates a focus on modern, secure, and efficient operations, suggesting prospects for offering innovative tech-driven financial solutions or cloud-based financial management tools.

Market Competitiveness Operating in a competitive legal and financial environment with firms like Karr Tuttle Campbell and Ogden Murphy Wallace, Willis & Jurasek can benefit from emphasizing its personalized, comprehensive approach to stand out to prospective clients seeking tailored financial partnerships.

Growth Potential Given its status as a one-stop CPA and consulting firm providing almost endless financial services, Willis & Jurasek presents significant opportunities to expand service offerings or develop strategic alliances to capture additional market segments.