Insights

Small firm scale ClearPoint is a small accounting and business management software consultancy with 2-10 employees and revenue in the 1M to 10M range, signaling a clear opportunity for scalable, cost-effective solutions and fractional or flexible services that align with their lean team.

Broadened tech stack The current technology stack includes WordPress, MySQL, Zendesk, Microsoft 365, Azure Active Directory and PHP, indicating opportunities to upsell integrated cloud-based tools, cybersecurity posture improvements, and workflow automation aligned with their existing infrastructure.

Urgent implementation The firm emphasizes rapid and cohesive plan execution for accounting and business management needs, suggesting a sales path focused on fast-start projects, implementation accelerators, and quick ROI demonstrations to win new engagements.

Cross-sell potential As a consultancy offering both accounting and software solutions, there is potential to cross-sell managed services, training, and ongoing optimization packages to deepen client relationships and create recurring revenue streams.

Competitive landscape Position ClearPoint as a nimble, cost-conscious alternative to large firms by highlighting personalized service, streamlined deployment, and measurable outcomes to attract mid-market clients seeking hands-on expertise with scalable solutions.

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

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 September 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 - $10M

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

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