Insights

AI-enabled advisory Opportunity to partner with CLA Wealth Advisors and leverage its ongoing AI initiatives to offer add-on accounting analytics, AI-driven tax planning, and automation services that integrate with existing Power Platform and Azure AI capabilities.

Expansion & footprints With CLA expanding in Charlotte and pursuing collaborations, there is potential to offer regional expansion services, relocation accounting, tax structuring for multi-location firms, and advisory support for new office openings.

Tech stack synergy Current tech stack includes Microsoft 365, Power Apps, Power Automate, Azure AI Services, Infor, ServiceNow. Upsell opportunities exist for workflow modernization, data migration, ERP optimization, and automated compliance workflows tailored to mid-market clients.

Financial scale Mid-market revenue range and staffing indicate a sizable addressable market for mid-market advisory, audit, and tax services; target cross-sell of advisory, recovery services, and technology-led efficiency improvements to increase wallet share.

Talent moves Recent leadership changes and acquisitions within CLA suggest a need for HR systems optimization, onboarding process automation, and people analytics services to support growth and client-facing talent management.

Similar companies to blumshapiro

blumshapiro Tech Stack

blumshapiro uses 8 technology products and services including Microsoft Power Apps, Microsoft Power Automate, Microsoft 365, and more. Explore blumshapiro's tech stack below.

Media & News

blumshapiro's Email Address Formats

blumshapiro uses at least 8 email formats:
blumshapiro Email FormatsExamplePercentage
FLast@blumshapiro.comJDoe@blumshapiro.com
91%
First.Last@blumshapiro.comJohn.Doe@blumshapiro.com
6%
Last@blumshapiro.comDoe@blumshapiro.com
2%
F.Last@blumshapiro.comJ.Doe@blumshapiro.com
1%
First.Last@claconnect.comJohn.Doe@claconnect.com
95%
Last.First@claconnect.comDoe.John@claconnect.com
3%
FirstLast@claconnect.comJohnDoe@claconnect.com
1%
FLast@claconnect.comJDoe@claconnect.com
1%

Frequently Asked Questions

What is blumshapiro's phone number?

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You can contact blumshapiro'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 blumshapiro's official website and social media links?

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blumshapiro's official website is claconnect.com and has social profiles on LinkedIn.

How much revenue does blumshapiro generate?

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As of September 2026, blumshapiro's annual revenue is estimated to be $100M - $250M.

What is blumshapiro's SIC code and NAICS code?

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blumshapiro's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does blumshapiro have currently?

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As of September 2026, blumshapiro has approximately 121 employees across 2 continents, including North America and Europe. Key team members include Partner: K. R., Staff Accountant: A. B. and Tax Assistant: S. G. Explore blumshapiro's employee directory with LeadIQ.

What industry does blumshapiro belong to?

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blumshapiro operates in the Accounting industry.

What technology does blumshapiro use?

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blumshapiro's tech stack includes Microsoft Power Apps, Microsoft Power Automate, Microsoft 365, Infor, Azure AI Services, ServiceNow, Microsoft Teams and Piwik PRO Core.

What is blumshapiro's email format?

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blumshapiro's email format typically follows the pattern of FLast@blumshapiro.com. Find more blumshapiro email formats with LeadIQ.

When was blumshapiro founded?

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blumshapiro was founded in 1980.
blumshapiro logo

blumshapiro

AccountingConnecticut, United States51-200 Employees

blumshapiro is a regional accounting and advisory firm based in Hartford, Connecticut. It provides services in accounting, tax, and business advisory, positioning itself as a comprehensive partner for organizations navigating financial and strategic challenges within New England. The firm served as the largest regional business advisory practice in the area, and since January 2021 its team has transitioned to CLA, a professional services firm that offers wealth advisory, outsourcing, audit, tax, and consulting services, reflecting a broader integration within a larger network.

CLA’s footprint includes expanding locations and services in various U.S. markets, signaling a emphasis on collaborative spaces and client-focused advisory resources. This background places the legacy blumshapiro within a larger context of professional services that prioritize industry-focused wealth and business solutions, while maintaining roots in the accounting and tax disciplines for regional clients.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1980
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    blumshapiro's revenue is estimated to be in the range of $100M - $250M

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