Insights

Wealth Growth Focus Small to mid-sized firm delivering integrated accounting, tax, financial planning, and management consulting services presents cross-sell opportunities for holistic wealth management and profitability improvement.

Personalized Service Emphasis on high-touch, client-specific advisory suggests upselling enhanced advisory packages, ongoing CFO/management consulting retainers, and tailored tax planning for growth-oriented clients.

Technology Enablement Utilizes a modern tech stack and digital tracking (web analytics, tag management, security) which can be leveraged to offer data-driven benchmarking, KPI dashboards, and scalable virtual advisory services.

Midmarket Footprint Revenue in the multi-million range with 11-50 employees positions firm for scalable service expansions into outsourced finance, controller, and advisory services for growth-stage businesses.

Strategic Partnerships Investment advisory and insurance services through Avantax partners indicate potential joint offerings for retirement planning, risk management, and integrated financial solutions for clients.

Coker James Accountants, an Archer Lewis firm Tech Stack

Coker James Accountants, an Archer Lewis firm uses 8 technology products and services including WP Rocket, Amazon Web Services, MySQL, and more. Explore Coker James Accountants, an Archer Lewis firm's tech stack below.

  • WP Rocket
    Caching
  • Amazon Web Services
    Cloud Hosting
  • MySQL
    Database
  • Webpack
    Development
  • Facebook Share Button
    Miscellaneous
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • WhatsApp
    Social Sharing

Coker James Accountants, an Archer Lewis firm's Email Address Formats

Coker James Accountants, an Archer Lewis firm uses at least 1 format(s):
Coker James Accountants, an Archer Lewis firm Email FormatsExamplePercentage
Last@cokerjames.comDoe@cokerjames.com
100%

Frequently Asked Questions

What is Coker James Accountants, an Archer Lewis firm's phone number?

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You can contact Coker James Accountants, an Archer Lewis firm'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 Coker James Accountants, an Archer Lewis firm's official website and social media links?

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Coker James Accountants, an Archer Lewis firm's official website is cokerjames.com and has social profiles on LinkedIn.

How much revenue does Coker James Accountants, an Archer Lewis firm generate?

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As of July 2026, Coker James Accountants, an Archer Lewis firm's annual revenue is estimated to be $10M - $25M.

What is Coker James Accountants, an Archer Lewis firm's SIC code NAICS code?

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Coker James Accountants, an Archer Lewis firm'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 Coker James Accountants, an Archer Lewis firm have currently?

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As of July 2026, Coker James Accountants, an Archer Lewis firm has approximately 12 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. J.Owner: J. C.Tax Manager: T. W.. Explore Coker James Accountants, an Archer Lewis firm's employee directory with LeadIQ.

What industry does Coker James Accountants, an Archer Lewis firm belong to?

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Coker James Accountants, an Archer Lewis firm operates in the Accounting industry.

What technology does Coker James Accountants, an Archer Lewis firm use?

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Coker James Accountants, an Archer Lewis firm's tech stack includes WP RocketAmazon Web ServicesMySQLWebpackFacebook Share ButtonPHPX-XSS-ProtectionWhatsApp.

What is Coker James Accountants, an Archer Lewis firm's email format?

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Coker James Accountants, an Archer Lewis firm's email format typically follows the pattern of Last@cokerjames.com. Find more Coker James Accountants, an Archer Lewis firm email formats with LeadIQ.

When was Coker James Accountants, an Archer Lewis firm founded?

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Coker James Accountants, an Archer Lewis firm was founded in 1996.
Coker James Accountants, an Archer Lewis firm logo

Coker James Accountants, an Archer Lewis firm

AccountingGeorgia, United States11-50 Employees

Coker James Accountants, located in Kennesaw, Georgia, is a mid-sized accounting practice that operates as part of Archer Lewis. The firm brings together specialists in accounting, tax, financial planning, and management consulting to help clients improve profitability and manage wealth. It emphasizes personal involvement and a high level of service and support in its client relationships. The goal is to align financial and operational guidance with long-term business performance and wealth planning.

Services are designed to adapt to evolving client needs, with an emphasis on protecting interests and providing advisory insight to inform decisions. The firm monitors marketplace developments and business strategies to help clients grow wealth and navigate changing conditions. Investment advisory services are offered through Avantax Planning Partners, and commission-based securities products are provided through Avantax Investment Services; the Avantax entities are independent of Coker James Accountants. Insurance services are offered through licensed agents of Avantax Planning Partners, consistent with the arrangement described.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Coker James Accountants, an Archer Lewis firm's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Coker James Accountants, an Archer Lewis firm's revenue is estimated to be in the range of $10M - $25M

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