Insights

Small-Mid Market Focus Target Coleman & Associates as a high-potential SMB accounting firm seeking scalable services such as outsourced CFO, tax planning and automation enhancements to support growing client portfolios and intimate client relationships.

Financial Upsell Leverage their revenue range and family-owned, personal approach to propose tiered financial services, including enhanced payroll, financial statement services, and strategic planning that align with long-term objectives.

Tech Modernization Their tech stack includes QuickBooks and cloud-based tools; position cloud-based financial analytics, integration, and automation solutions to improve efficiency, data accuracy, and client reporting.

Strategic Partnerships Capitalize on their emphasis on trust and long-term relationships by offering partner-led service models, onboarding programs, and co-branded client education to deepen engagement and referrals.

Growth Readiness With 11-50 employees and revenue of 10-25M, present scalable back-office and remote CFO offerings that can grow with their practice as they expand service lines and client bases.

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Coleman & Associates Tech Stack

Coleman & Associates uses 8 technology products and services including QuickBooks, Cloudinary, Microsoft 365, and more. Explore Coleman & Associates's tech stack below.

Coleman & Associates's Email Address Formats

Coleman & Associates uses at least 2 email formats:
Coleman & Associates Email FormatsExamplePercentage
First@colemancpas.comJohn@colemancpas.com
91%
Last@colemancpas.comDoe@colemancpas.com
9%

Frequently Asked Questions

What is Coleman & Associates's phone number?

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You can contact Coleman & Associates'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 Coleman & Associates's official website and social media links?

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Coleman & Associates's official website is colemancpas.com and has social profiles on LinkedIn.

How much revenue does Coleman & Associates generate?

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As of September 2026, Coleman & Associates's annual revenue is estimated to be $10M - $25M.

What is Coleman & Associates's SIC code and NAICS code?

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Coleman & Associates'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 Coleman & Associates have currently?

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As of September 2026, Coleman & Associates has approximately 22 employees across 1 continents, including North America. Key team members include General Counsel And Chief Compliance Officer: G. G., Director Of Client Services: L. B. and Information Technology Manager: R. Q. Explore Coleman & Associates's employee directory with LeadIQ.

What industry does Coleman & Associates belong to?

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Coleman & Associates operates in the Accounting industry.

What technology does Coleman & Associates use?

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Coleman & Associates's tech stack includes QuickBooks, Cloudinary, Microsoft 365, Vue.js, jQuery, Constant Contact, Livewire and Facebook.

What is Coleman & Associates's email format?

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Coleman & Associates's email format typically follows the pattern of First@colemancpas.com. Find more Coleman & Associates email formats with LeadIQ.
Coleman & Associates logo

Coleman & Associates

AccountingIllinois, United States11-50 Employees

Coleman & Associates is a Chicago-based accounting firm that serves small- to mid-sized, closely held businesses. The firm offers a broad range of professional services, including accounting, tax preparation and planning, remote CFO, financial consulting, payroll, and financial statement preparation, emphasizing a personalized, one-on-one approach. Its objective is to help clients make informed business decisions through in-depth analyses of their financial positions and long-term planning, aiming to address evolving business needs with a relationship built on trust and familiarity. The company operates as a multi-generation, family-owned practice and positions itself within the accounting industry by focusing on intimate client understanding and tailored financial guidance for its target market.] } } }**>** } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

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

Section iconFunding & Financials

  • $10M - $25M

    Coleman & Associates's revenue is estimated to be in the range of $10M - $25M

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