Insights

SMB to Mid-Market Family-owned accounting firm serving small to mid-size closely held businesses with a comprehensive suite of services including accounting, tax planning, remote CFO, payroll, and financial statement prep, indicating potential for bundled advisory packages tailored to growth-focused clients.

One-on-One Focus Personalized, relationship-driven approach suggests upsell opportunities in ongoing financial coaching, quarterly reviews, and customized planning for businesses seeking proactive cash flow management and strategic decision support.

Tech-Forward Ops Current tech stack (Vue.js, Tailwind CSS, Livewire, RxJS, reCAPTCHA) points to a modern, scalable client portal experience; leverage to co-sell with tech-enabled finance solutions and marketing to tech-adjacent SMBs seeking digital efficiency.

Geographic Footprint Based in Chicago with 11-50 employees and revenue in the 10-25 million range; identify regional growth opportunities in the Midwest by offering expansion-related services such as remote CFO, audit readiness for growth phase, and cross-sell to similar-sized firms.

Competitive Positioning Compared to larger firms, Coleman & Associates appeals to closely held businesses valuing trust and responsiveness; craft targeted messaging around family-owned continuity, personalized service, and cost-effective scalable solutions to win clients transitioning from larger, impersonal providers.

Coleman & Associates Tech Stack

Coleman & Associates uses 8 technology products and services including Font Awesome, Vue.js, RxJS, and more. Explore Coleman & Associates's tech stack below.

  • Font Awesome
    Font Scripts
  • Vue.js
    Javascript Frameworks
  • RxJS
    Javascript Frameworks
  • reCAPTCHA
    Security
  • Tailwind CSS
    UI Frameworks
  • Livewire
    Web Frameworks
  • Facebook
    Widgets
  • Google Plus
    Widgets

Coleman & Associates's Email Address Formats

Coleman & Associates uses at least 1 format(s):
Coleman & Associates Email FormatsExamplePercentage
First@colemancpas.comJohn@colemancpas.com
91%
Last@colemancpas.comDoe@colemancpas.com
9%

Frequently Asked Questions

Where is Coleman & Associates's headquarters located?

Minus sign iconPlus sign icon
Coleman & Associates's main headquarters is located at 8745 West Higgins Road Suite 360 Chicago, Illinois United States. The company has employees across 1 continents, including North America.

What is Coleman & Associates's phone number?

Minus sign iconPlus sign icon
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?

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

How much revenue does Coleman & Associates generate?

Minus sign iconPlus sign icon
As of June 2026, Coleman & Associates's annual revenue is estimated to be $10M - $25M.

What is Coleman & Associates's NAICS code?

Minus sign iconPlus sign icon
Coleman & Associates's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Coleman & Associates have currently?

Minus sign iconPlus sign icon
As of June 2026, Coleman & Associates has approximately 22 employees across 1 continents, including North America. Key team members include Partnercpa: B. R.General Counsel And Chief Compliance Officer: G. G.Director Of Client Services: L. B.. Explore Coleman & Associates's employee directory with LeadIQ.

What industry does Coleman & Associates belong to?

Minus sign iconPlus sign icon
Coleman & Associates operates in the Accounting industry.

What technology does Coleman & Associates use?

Minus sign iconPlus sign icon
Coleman & Associates's tech stack includes Font AwesomeVue.jsRxJSreCAPTCHATailwind CSSLivewireFacebookGoogle Plus.

What is Coleman & Associates's email format?

Minus sign iconPlus sign icon
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

Headquarters
8745 West Higgins Road Suite 360 Chicago, Illinois United States
Phone number
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

Section iconFunding & Financials

  • $10M - $25M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.