Insights

Client-Centric Approach AKA Advisory emphasizes deep client relationships and acts as a financial advocate, indicating a strong potential for upselling advanced financial planning, business advisory, or specialized wealth management services tailored to their personalized approach.

Technology Investment With a modern tech stack including Microsoft 365, Google APIs, and analytics tools, AKA shows openness to innovative solutions, presenting opportunities to introduce next-generation financial technology, automation, or cybersecurity services to enhance their operational efficiency.

Growth Potential Generating revenue between 25 million and 50 million with a relatively small team suggests significant growth capacity, making them a viable target for expansion services, strategic partnerships, or cloud-based scalability solutions.

Employee Development A focus on ongoing professional training and work-life balance demonstrates a commitment to talent retention and engagement, opening avenues for leadership development programs, HR technology integrations, or employee wellness solutions.

Market Positioning Positioned within the competitive accounting sector alongside large firms like Deloitte and KPMG, AKA’s personalized service model suggests opportunities for niche service offerings, brand differentiation strategies, or specialized advisory packages to further enhance their market presence.

Similar companies to AKA Advisory, LLC

AKA Advisory, LLC Tech Stack

AKA Advisory, LLC uses 8 technology products and services including Google Hosted Libraries, Open Graph, Microsoft 365, and more. Explore AKA Advisory, LLC's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Piwik PRO Core
    Web Analytics
  • Caddy
    Web Servers

Media & News

AKA Advisory, LLC's Email Address Formats

AKA Advisory, LLC uses at least 2 format(s):
AKA Advisory, LLC Email FormatsExamplePercentage
FLast@aka-cpa.comJDoe@aka-cpa.com
92%
Last@aka-cpa.comDoe@aka-cpa.com
8%
FLast@aka.cpaJDoe@aka.cpa
100%

Frequently Asked Questions

Where is AKA Advisory, LLC's headquarters located?

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AKA Advisory, LLC's main headquarters is located at 1701 Shallcross Avenue, Suite D Wilmington, DE 19806, US. The company has employees across 1 continents, including North America.

What is AKA Advisory, LLC's phone number?

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You can contact AKA Advisory, LLC's main corporate office by phone at . 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 AKA Advisory, LLC's official website and social media links?

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AKA Advisory, LLC's official website is aka.cpa and has social profiles on LinkedIn.

What is AKA Advisory, LLC's NAICS code?

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AKA Advisory, LLC's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does AKA Advisory, LLC have currently?

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As of October 2025, AKA Advisory, LLC has approximately 29 employees across 1 continents, including North America. Key team members include Managing Partner: M. A.Partner: R. V.Director: S. D.. Explore AKA Advisory, LLC's employee directory with LeadIQ.

What industry does AKA Advisory, LLC belong to?

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AKA Advisory, LLC operates in the Accounting industry.

What technology does AKA Advisory, LLC use?

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AKA Advisory, LLC's tech stack includes Google Hosted LibrariesOpen GraphMicrosoft 365Google Fonts APIFont AwesomejQueryPiwik PRO CoreCaddy.

What is AKA Advisory, LLC's email format?

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AKA Advisory, LLC's email format typically follows the pattern of FLast@aka-cpa.com. Find more AKA Advisory, LLC email formats with LeadIQ.

When was AKA Advisory, LLC founded?

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AKA Advisory, LLC was founded in 1998.
AKA Advisory, LLC

AKA Advisory, LLC

AccountingUnited States11-50 Employees

AKA's role is an advocate for our clients' personal financial goals and business success. We are not "bean-counters" that simply prepare taxes, or compile financial information. We look beyond the numbers, assess our clients' financial position, and suggest innovative ways to enhance your net worth, improve your profitability and preserve your accumulated wealth.

 We believe in the value of relationships and advocacy. We view every client relationship like a partnership - one where we are your financial advocate. We truly believe that our success is a result of your success.  

 We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

As an employer, we value the importance of a "work-life" balance and provide our team with the most up to date tools and training to accomplish their career goals. We work hard and are advocates for our client's success - we allow our personnel to work independently on challenging projects to enhance their professional and personal career, which provides for a rewarding experience each and every day.

Section iconCompany Overview

Headquarters
1701 Shallcross Avenue, Suite D Wilmington, DE 19806, US
Phone number
Website
aka.cpa
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    AKA Advisory, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    AKA Advisory, LLC's revenue is estimated to be in the range of $25M$50M

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