Insights

Personalized Client Approach CB Smith & Associates emphasizes building strategic partnerships with clients by offering personalized and trusted advisory services. This approach indicates they value close, ongoing relationships, creating opportunities to upsell tailored financial planning, consulting, and ongoing support solutions.

Range of Services The firm provides comprehensive accounting and advisory services for small businesses and individuals, including fractional CFO services and tax planning. This wide service offering allows for cross-selling opportunities across different client needs, especially as clients grow or face complex financial challenges.

Growth and Support Initiatives The recent launch of the Accountant's Special Business Package demonstrates a focus on supporting small business clients with targeted financial management solutions. Promoting such initiatives can lead to increased client engagement and additional service sales.

Technological Stack Utilization of a diverse tech stack including PHP, Go, and Nginx suggests the firm invests in reliable, scalable technology infrastructure. Highlighting this technological adeptness positions them as a modern, efficient partner appealing to clients seeking innovative accounting solutions.

Market Positioning Compared to larger firms like Deloitte and KPMG, CB Smith & Associates offers personalized attention with a smaller team, which can be attractive to SMEs. Identifying similar niche markets or clients seeking dedicated, approachable advisors presents sales opportunities for tailored services.

CB Smith & Associates, PC Tech Stack

CB Smith & Associates, PC uses 8 technology products and services including Matomo, Google Fonts API, Hammer.js, and more. Explore CB Smith & Associates, PC's tech stack below.

  • Matomo
    Analytics
  • Google Fonts API
    Font Scripts
  • Hammer.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Lua
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Nginx
    Web Servers
  • Caddy
    Web Servers

CB Smith & Associates, PC's Email Address Formats

CB Smith & Associates, PC uses at least 1 format(s):
CB Smith & Associates, PC Email FormatsExamplePercentage
First.Last@cbsmithcpa.comJohn.Doe@cbsmithcpa.com
48%
FirstLast@cbsmithcpa.comJohnDoe@cbsmithcpa.com
2%
First.Last@cbsmithcpa.comJohn.Doe@cbsmithcpa.com
48%
FirstLast@cbsmithcpa.comJohnDoe@cbsmithcpa.com
2%

Frequently Asked Questions

Where is CB Smith & Associates, PC's headquarters located?

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CB Smith & Associates, PC's main headquarters is located at 3655 North Point Parkway, Suite 100 Alpharetta, Georgia 30005, US. The company has employees across 1 continents, including North America.

What is CB Smith & Associates, PC's phone number?

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You can contact CB Smith & Associates, PC'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 CB Smith & Associates, PC's official website and social media links?

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CB Smith & Associates, PC's official website is cbsmithcpa.com and has social profiles on LinkedIn.

What is CB Smith & Associates, PC's NAICS code?

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CB Smith & Associates, PC's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CB Smith & Associates, PC have currently?

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As of October 2025, CB Smith & Associates, PC has approximately 14 employees across 1 continents, including North America. Key team members include President And Ceo: S. L. S.Owner, Certified Public Accountant: C. S.Partner: T. W.. Explore CB Smith & Associates, PC's employee directory with LeadIQ.

What industry does CB Smith & Associates, PC belong to?

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CB Smith & Associates, PC operates in the Accounting industry.

What technology does CB Smith & Associates, PC use?

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CB Smith & Associates, PC's tech stack includes MatomoGoogle Fonts APIHammer.jsPHPLuaCloudflare Bot ManagementNginxCaddy.

What is CB Smith & Associates, PC's email format?

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CB Smith & Associates, PC's email format typically follows the pattern of First.Last@cbsmithcpa.com. Find more CB Smith & Associates, PC email formats with LeadIQ.

When was CB Smith & Associates, PC founded?

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CB Smith & Associates, PC was founded in 2003.

CB Smith & Associates, PC

AccountingUnited States11-50 Employees

CB Smith & Associates is a full-service CPA advisory firm which works to develop a strategic partnership with each client.  We listen to and take a personal interest in each of our clients' business and individual situations as our goal is to be a trusted advisor.  Our partners, Chris Smith, CPA, CGMA and Tim Whittemore, CPA, MTX, along with our team of dedicated professionals, understand our clients' tax and accounting challenges and provide professional advice to enable them to meet their goals.  Our client’s financial health and success is why we are in business.  

CB Smith & Associates' business accounting services encompass nearly every aspect of a small business lifecycle.   Whether you are just starting up, in growth mode, or ready to transition the business ownership, our team has the expertise to provide valuable solutions with integrity, quality service and professional expertise.  Our services, which include fractional CFO/Controller services, business formation accounting, financial and tax planning, real estate and business sales, business tax preparation services and business advisory have you covered so that you can concentrate on your business.  Let us handle the accounting while you do what you do best, and what you love! 

If you are an individual looking for tax planning, tax preparation, estate and trusts, IRS problem resolutions, or advisory services, we have experts who will provide trusted advice and solutions.     

We would love the chance to meet you, learn more about you and earn your business.

Section iconCompany Overview

Headquarters
3655 North Point Parkway, Suite 100 Alpharetta, Georgia 30005, US
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    CB Smith & Associates, PC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CB Smith & Associates, PC's revenue is estimated to be in the range of $10M$25M

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