Mid-market Focus Target the firm as a small to mid-size accounting practice with established local presence in Austin, offering scalable tax, bookkeeping, payroll, and advisory services to small businesses and individuals seeking personalized service.

Modernization Opportunity Leverage their recent under new ownership push to modernize operations; offer cloud-based accounting, automation, and data analytics solutions to improve efficiency, client onboarding, and year-round engagement.

Tech Stack Alignment Position services that integrate with their current tech ecosystem (Snowplow, AWS, Tealium, Google Analytics, Squarespace/Squarespace Commerce) and propose enhanced data security, workflow automation, and client portal enhancements.

Growth & Advisory Propose tailored business advisory packages and tax strategy for growing Austin SMBs, leveraging their 30-year local track record to deepen client relationships beyond tax prep.

Client Experience Highlight value of responsive, high-touch service for a firm that emphasizes accessibility; offer scalable client success programs, onboarding playbooks, and remote collaboration capabilities to strengthen retention.