Insights

Niche Firm Scale Small accounting and business management software consultancy with a lean team and under one million in annual revenue, presenting an opportunity to extend offerings with scalable cloud and automation solutions tailored for small practices and early-stage firms.

Full Suite Focus Positioned as a partner for both accounting and business management software needs, suggesting cross-selling potential for ERP, CRM, and workflow automation to create end-to-end solutions for clients seeking cohesive systems.

Tech Stack Fit Current technology stack includes WordPress, MySQL, Zendesk, Microsoft 365, Azure Active Directory, and PHP, indicating receptiveness to cloud-based collaboration tools and secure identity management, with upsell opportunities in security, migrations, and integration services.

Growth Readiness Revenue under $1M paired with a growth-oriented service description implies readiness for scalable services such as advisory, implementation support, and managed services as clients transition to more advanced software ecosystems.

Competitive Positioning Operating in a competitive landscape with large professional services players as peers, there is an opportunity to differentiate through agile, cost-effective solutions, rapid deployment, and personalized customer success programs for small to mid-sized clients.

Similar companies to ClearPoint Consulting Group

ClearPoint Consulting Group Tech Stack

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

ClearPoint Consulting Group's Email Address Formats

ClearPoint Consulting Group uses at least 2 email formats:
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 November 2026, ClearPoint Consulting Group's annual revenue is estimated to be <$1M.

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

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ClearPoint Consulting Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and 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 November 2026, ClearPoint Consulting Group has approximately 7 employees across 1 continents, including North America. Key team members include Principal/Senior Consultant: R. V., Data Analyst: R. V. and 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 WordPress, MySQL, Zendesk, Microsoft 365, Twemoji, Azure Active Directory, jQuery Migrate and PHP.

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

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

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