Insights

Niche Client Focus Target small to mid-market privately owned businesses and high-net-worth families in Northern California seeking strategic planning alongside traditional accounting and tax services.

Strategic Advisory Opportunity Position Boerio and Company as a strategic planning partner that can help clients optimize growth, profitability, and wealth management with tailored financial planning and control enhancements.

Remote/Regional Growth Leverage the firm’s Novato, CA base to pursue nearby business corridors and affluent family offices that require high-touch, responsive accounting and advisory services.

Tech-Enabled Efficiency Highlight the use of cloud and security-forward tools (Microsoft 365, Azure, ASP.NET/IIS) to offer scalable services, secure collaboration, and efficient tax and compliance processing.

Revenue Upsell Paths Identify opportunities to expand within existing client base through additional services such as comprehensive strategic planning, lifecycle budgeting, payroll/compliance, and industry-specific advisory.

Boerio and Company, CPAs Tech Stack

Boerio and Company, CPAs uses 8 technology products and services including iCIMS, Google Hosted Libraries, Microsoft 365, and more. Explore Boerio and Company, CPAs's tech stack below.

iCIMS

Applicant Tracking Systems

Google Hosted Libraries

Content Delivery Network

Microsoft 365

Microsoft Azure

Platform As A Service

reCAPTCHA

Security

Piwik PRO Core

Web Analytics

Microsoft ASP.NET

Web Frameworks

Microsoft IIS

Web Servers

Boerio and Company, CPAs Email Formats	Example	Percentage
First.Last@boerio.com	John.Doe@boerio.com	44%
FirstL@boerio.com	JohnD@boerio.com	23%
First@boerio.com	John@boerio.com	22%
FLast@boerio.com	JDoe@boerio.com	11%

Boerio and Company, CPAs Email Formats

Example

Percentage

First.Last@boerio.com

John.Doe@boerio.com

44%

FirstL@boerio.com

JohnD@boerio.com

23%

First@boerio.com

John@boerio.com

22%

FLast@boerio.com

JDoe@boerio.com

11%

Frequently Asked Questions

What is Boerio and Company, CPAs's phone number?

You can contact Boerio and Company, CPAs's main corporate office by phone at

+1-415-883-****

. 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 Boerio and Company, CPAs's official website and social media links?

Boerio and Company, CPAs's official website is boerio.com and has social profiles on LinkedIn.

How much revenue does Boerio and Company, CPAs generate?

As of July 2026, Boerio and Company, CPAs's annual revenue is estimated to be $1M - $10M.

What is Boerio and Company, CPAs's NAICS code?

Boerio and Company, CPAs's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Boerio and Company, CPAs have currently?

As of July 2026, Boerio and Company, CPAs has approximately 1 employees across 1 continents, including North America. Key team members include Senior Tax Manager: C. P., : D. L. and : J. P. Explore Boerio and Company, CPAs's employee directory with LeadIQ.

What industry does Boerio and Company, CPAs belong to?

Boerio and Company, CPAs operates in the Accounting industry.

What technology does Boerio and Company, CPAs use?

Boerio and Company, CPAs's tech stack includes iCIMS, Google Hosted Libraries, Microsoft 365, Microsoft Azure, reCAPTCHA, Piwik PRO Core, Microsoft ASP.NET and Microsoft IIS.

What is Boerio and Company, CPAs's email format?

Boerio and Company, CPAs's email format typically follows the pattern of First.Last@boerio.com. Find more Boerio and Company, CPAs email formats with LeadIQ.

Boerio and Company, CPAs

Q: What is Boerio and Company, CPAs's official website and social media links?

Boerio and Company, CPAs's official website is boerio.com. Boerio and Company, CPAs has social profiles on LinkedIn.

Q: How many employees does Boerio and Company, CPAs have currently?

Boerio and Company, CPAs has approximately 1 employees.

Q: What technology does Boerio and Company, CPAs use?

Boerio and Company, CPAs's tech stack includes Microsoft 365, reCAPTCHA, Google Maps, gstatic.com, Microsoft Azure.

Q: What is Boerio and Company, CPAs's NAICS code?

Boerio and Company, CPAs's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States0-1 Employees

Boerio and Company, CPAs is an independent accounting firm based in Novato, California. The firm concentrates on accounting and tax compliance while also offering strategic planning services to its clients. Its client base includes privately owned businesses with revenues under $200 million and families with substantial net worth, indicating a focus on both commercial and high-net-worth individual needs. With emphasis on responsive service, technical expertise, and experience, the firm positions itself as equipped to address complex client issues and deliver innovative solutions within the accounting industry. The company emphasizes a high level of service quality and depth of experience, supported by a team capable of handling diverse financial and advisory challenges.

Insights

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