Insights

Strategic Growth The firm specializes in mergers and acquisitions, private equity advisory, succession planning, and profitability enhancement, signaling opportunities to cross-sell end-to-end advisory services to small CPA firms seeking growth, exits, or ownership transitions.

Firm Management With offerings around partner compensation, performance management, governance, and retreat facilitation, there is potential to engage firms needing internal structure optimization, leadership coaching, and scalable partner programs.

Marketing & Lead Gen Expertise in marketing strategy and lead generation, including niche markets like cannabis and hemp, suggests opportunities to provide marketing enablement, demand gen programs, and targeted campaigns for rapidly evolving or underserved firm segments.

Technology Enablement Tech stack familiarity with Squarespace, WordPress, MySQL, and Microsoft 365 indicates potential for digital modernization projects, data-driven profitability initiatives, and CRM/automation enhancements for client firms.

Market Positioning Recent leadership appointment and association-level activity imply a credible brand and network reach that can be leveraged for partnership programs, referral ecosystems, and executive-level advisory engagements with mid-market CPA firms.

Accountants Advisory Group, LLC - CPA Firm Consultants Tech Stack

Accountants Advisory Group, LLC - CPA Firm Consultants uses 8 technology products and services including Open Graph, Squarespace, WordPress, and more. Explore Accountants Advisory Group, LLC - CPA Firm Consultants's tech stack below.

Open Graph

Content Management System

Squarespace

Content Management System

WordPress

Content Management System

MySQL

Database

Squarespace Commerce

E-commerce

Microsoft 365

Visual And User Generated Content Marketing

Adobe Fonts

Web Fonts

Accountants Advisory Group, LLC - CPA Firm Consultants Email Formats	Example	Percentage
First@accountantsadvisory.com	John@accountantsadvisory.com	100%

Accountants Advisory Group, LLC - CPA Firm Consultants Email Formats

Example

Percentage

First@accountantsadvisory.com

John@accountantsadvisory.com

100%

Frequently Asked Questions

What is Accountants Advisory Group, LLC - CPA Firm Consultants's phone number?

You can contact Accountants Advisory Group, LLC - CPA Firm Consultants's main corporate office by phone at

+1-845-265-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Accountants Advisory Group, LLC - CPA Firm Consultants's official website and social media links?

Accountants Advisory Group, LLC - CPA Firm Consultants's official website is accountantsadvisory.com and has social profiles on LinkedIn.

How much revenue does Accountants Advisory Group, LLC - CPA Firm Consultants generate?

As of September 2026, Accountants Advisory Group, LLC - CPA Firm Consultants's annual revenue is estimated to be $1M - $10M.

What is Accountants Advisory Group, LLC - CPA Firm Consultants's SIC code and NAICS code?

Accountants Advisory Group, LLC - CPA Firm Consultants's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Accountants Advisory Group, LLC - CPA Firm Consultants have currently?

As of September 2026, Accountants Advisory Group, LLC - CPA Firm Consultants has approximately 3 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Senior Consultant: J. T., President, Senior Consultant, Marketing & Business Development: N. D. and Marketing Director Digital Marketing & Social Media: S. C. Explore Accountants Advisory Group, LLC - CPA Firm Consultants's employee directory with LeadIQ.

What industry does Accountants Advisory Group, LLC - CPA Firm Consultants belong to?

Accountants Advisory Group, LLC - CPA Firm Consultants operates in the Accounting industry.

What technology does Accountants Advisory Group, LLC - CPA Firm Consultants use?

Accountants Advisory Group, LLC - CPA Firm Consultants's tech stack includes Open Graph, Squarespace, WordPress, MySQL, Squarespace Commerce, Microsoft 365, Pinterest and Adobe Fonts.

What is Accountants Advisory Group, LLC - CPA Firm Consultants's email format?

Accountants Advisory Group, LLC - CPA Firm Consultants's email format typically follows the pattern of First@accountantsadvisory.com. Find more Accountants Advisory Group, LLC - CPA Firm Consultants email formats with LeadIQ.

Accountants Advisory Group, LLC - CPA Firm Consultants

Q: What is Accountants Advisory Group, LLC - CPA Firm Consultants's NAICS code?

Accountants Advisory Group, LLC - CPA Firm Consultants's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNew York, United States2-10 Employees

Accountants Advisory Group, LLC is a small professional services firm based in Cold Spring, New York, offering advisory services to public accounting practices. Its scope includes mergers and acquisitions, private equity advisory, succession planning, partner retreat facilitation, and guidance on compensation, performance management, and other aspects of firm governance, as well as marketing and lead-generation support. The firm draws on practical CPA firm management experience to help clients tackle strategic and operational challenges and pursue growth.

Its clients are public accounting firms seeking growth, smoother succession, profitability improvements, and more effective marketing and talent recruitment. The company positions itself as practitioner-oriented, delivering tailored advisory services across practice management, partnerships, and growth initiatives. In February 2024, the firm announced the appointment of Gladeys Jill A. Santos as President of the Association of CPAs in Public Practice and noted her subsequent membership in IFAC PAODAG.

Insights

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