Small firm, tailored services Target Zigman, Levine & Fischgrund CPAs, PC with boutique-level public accounting offerings that emphasize full-service accounting, payroll, tax, and financial statement preparation for businesses and individuals. Position mid-market and growing small businesses as a fit for scalable services and cost-effective outsourced finance functions.

Growth-ready SMB focus Their revenue range and employee count indicate a small to mid-sized firm with growth potential. Sales opportunities exist in financial management outsourcing, tax planning optimization, and advisory services to help scale client operations as they expand.

Tech-enabled efficiency Leverage their modern tech stack including AWS, ASP.NET, and analytics tools to propose advanced cloud-based accounting, secure data practices, and dashboards. Offer value through automation, real-time reporting, and integrated payroll with improved compliance.

Compliance and risk Highlight opportunities in tax compliance, regulatory updates, and internal controls. Position services around minimizing audit risk, optimizing tax filings for individuals and businesses, and implementing robust HSTS and security measures for client data.

Strategic advisory potential With a lean team, there is room to introduce fractional CFO, financial planning, and business advisory services. Propose packages that combine tax, payroll, and strategic planning to help clients navigate market trends and profitability challenges.