Insights

Small firm, high potential ClearPoint is a small accounting and business management software consultancy with 2-10 employees and revenue in the 1-10 million range, indicating an opportunity to upsell scalable software solutions and managed services tailored to mid-market needs.

Integrated tech stack The firm leverages common web and analytics tools (WordPress, MySQL, Zendesk, Google Analytics) suggesting openness to expand or optimize software integrations, CRM automation, and data analytics offerings.

Strategic advisory angle Their value proposition centers on turning ideas into cohesive, actionable, implementable plans, opening doors for consulting-led software deployments, process improvement, and change management services.

Regional focus Location in San Diego positions opportunities with local mid-market businesses seeking cost-effective, rapid implementations, creating a target for local account executives and regional marketing plays.

Revenue growth potential Mid-range revenue combined with a professional services orientation signals potential for tiered service packages, including cloud ERP, financial systems modernization, and ongoing support contracts.

ClearPoint Consulting Group Tech Stack

ClearPoint Consulting Group uses 8 technology products and services including WordPress, Zendesk, Microsoft 365, and more. Explore ClearPoint Consulting Group's tech stack below.

  • WordPress
    Content Management System
  • Zendesk
    Documentation Tools
  • Microsoft 365
    Email
  • Microsoft Online
    Email Hosting
  • Twemoji
    Font Scripts
  • Azure Active Directory
    Identity And Access Management
  • jQuery Migrate
    Javascript Libraries
  • Office 365
    Office Suites

ClearPoint Consulting Group's Email Address Formats

ClearPoint Consulting Group uses at least 1 format(s):
ClearPoint Consulting Group Email FormatsExamplePercentage
First@clearpointcg.comJohn@clearpointcg.com
75%
First.Last@clearpointcg.comJohn.Doe@clearpointcg.com
25%

Frequently Asked Questions

What is ClearPoint Consulting Group's phone number?

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You can contact ClearPoint Consulting Group'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 ClearPoint Consulting Group's official website and social media links?

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ClearPoint Consulting Group's official website is clearpointcg.com and has social profiles on LinkedIn.

How much revenue does ClearPoint Consulting Group generate?

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As of July 2026, ClearPoint Consulting Group's annual revenue is estimated to be $1M - $10M.

What is ClearPoint Consulting Group's SIC code NAICS code?

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ClearPoint Consulting Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does ClearPoint Consulting Group have currently?

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As of July 2026, ClearPoint Consulting Group has approximately 5 employees across 1 continents, including North America. Key team members include Principal/Senior Consultant: R. V.Data Analyst: R. V.Reporting Analyst Ll: A. L.. Explore ClearPoint Consulting Group's employee directory with LeadIQ.

What industry does ClearPoint Consulting Group belong to?

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ClearPoint Consulting Group operates in the Accounting industry.

What technology does ClearPoint Consulting Group use?

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ClearPoint Consulting Group's tech stack includes WordPressZendeskMicrosoft 365Microsoft OnlineTwemojiAzure Active DirectoryjQuery MigrateOffice 365.

What is ClearPoint Consulting Group's email format?

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ClearPoint Consulting Group's email format typically follows the pattern of First@clearpointcg.com. Find more ClearPoint Consulting Group email formats with LeadIQ.

When was ClearPoint Consulting Group founded?

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ClearPoint Consulting Group was founded in 2013.
ClearPoint Consulting Group logo

ClearPoint Consulting Group

AccountingCalifornia, United States2-10 Employees

ClearPoint Consulting Group operates in the accounting sector, offering more than standard accounting and business management software by developing ideas and translating them into cohesive, actionable plans that can be implemented quickly and cost-effectively. The firm emphasizes practical solutions aimed at helping clients succeed, focusing on addressing accounting and business management software needs. Based in San Diego, California, the company positions itself as a provider of integrated guidance and implementation support for its clients' financial and operational processes. With a small team, the organization serves its local market by delivering tailored consulting and software-related services that align with clients’ needs, delivering strategies and execution plans rather than merely advising. The firm’s work appears oriented toward organizations seeking streamlined, implementable improvements in accounting and business management functions. A recent development indicates ongoing engagement in its advisory and software-related services within its regional area. All statements reflect the information provided. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    ClearPoint Consulting Group's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    ClearPoint Consulting Group's revenue is estimated to be in the range of $1M - $10M

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