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Insights

Niche Focus Small women-owned boutique CPA firm specializing in behavioral health, medical, physical therapy and other professional services presents a clear target market for expansion and cross-sell of scalable accounting and advisory services.

Growth-Oriented Clients Clients are growth-focused and seeking proactive, strategic guidance to scale with confidence, signaling opportunities for advisory services, cash flow optimization, entity structuring, and profitability improvement.

Fast Engagement Emphasis on listening, quick responses, and tailored solutions suggests potential for value-based quick-start engagements, onboarding services, and time-sensitive needs such as monthly financial visibility and budgeting.

Tech Leverage Existing technology stack including Office 365, AWS, and analytics tools indicates openness to cloud-based solutions, automation, data analytics, and integration projects to enhance service delivery.

Growth Readiness Revenue range and lean team imply capacity for scalable, outsourced or fractional CPA support, offering retainer-based advisory, tax planning, and compliance services to support business growth without headcount expansion.

Similar companies to Courtney CPA, P.C.

Courtney CPA, P.C. Tech Stack

Courtney CPA, P.C. uses 8 technology products and services including Matomo, Amazon Web Services, BootstrapCDN, and more. Explore Courtney CPA, P.C.'s tech stack below.

Courtney CPA, P.C.'s Email Address Formats

Courtney CPA, P.C. uses at least 1 email format:
Courtney CPA, P.C. Email FormatsExamplePercentage
First@courtneycpa.comJohn@courtneycpa.com
100%

Frequently Asked Questions

What is Courtney CPA, P.C.'s official website and social media links?

Minus sign iconPlus sign iconCourtney CPA, P.C.'s official website is courtneycpa.com and has social profiles on LinkedIn.

How much revenue does Courtney CPA, P.C. generate?

Minus sign iconPlus sign icon As of September 2026, Courtney CPA, P.C.'s annual revenue is estimated to be $1M - $10M.

What is Courtney CPA, P.C.'s SIC code and NAICS code?

Minus sign iconPlus sign iconCourtney CPA, P.C.'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 Courtney CPA, P.C. have currently?

Minus sign iconPlus sign iconAs of September 2026, Courtney CPA, P.C. has approximately 4 employees across 1 continents, including North America. Key team members include Cpa, Tax And Accounting Advisor, Director: M. C., Project Manager: A. N. and Tax Preparer: J. Z. Explore Courtney CPA, P.C.'s employee directory with LeadIQ.

What industry does Courtney CPA, P.C. belong to?

Minus sign iconPlus sign iconCourtney CPA, P.C. operates in the Accounting industry.

What technology does Courtney CPA, P.C. use?

Minus sign iconPlus sign iconCourtney CPA, P.C.'s tech stack includes Matomo, Amazon Web Services, BootstrapCDN, jsDelivr, Office 365, PHP, Piwik PRO Core and Facebook.

What is Courtney CPA, P.C.'s email format?

Minus sign iconPlus sign iconCourtney CPA, P.C.'s email format typically follows the pattern of First@courtneycpa.com. Find more Courtney CPA, P.C. email formats with LeadIQ.

When was Courtney CPA, P.C. founded?

Minus sign iconPlus sign iconCourtney CPA, P.C. was founded in 2011.
Courtney CPA, P.C. logo

Courtney CPA, P.C.

AccountingMassachusetts, United States2-10 Employees

Courtney CPA, P.C. is a women-owned boutique accounting firm based in Mansfield, Massachusetts, offering tailored tax and accounting services built on deep client relationships. With roots in Big 4 experience, the firm emphasizes proactive, timely guidance and ongoing support to help professional services and health-care oriented businesses navigate growth and business challenges.
The practice focuses on clients in behavioral health, medical, physical therapy, and other professional services, aiming to support entrepreneurs who are growth-focused and seeking to scale with confidence. The firm positions itself within the accounting industry as a trusted partner that provides strategic, responsive service rather than traditional, generic accounting offerings. The company operates from a small team model and encourages inclusive partnerships while guiding health-care business owners through a collaborative, needs-driven process.

Section iconCompany Overview

Website
courtneycpa.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Courtney CPA, P.C.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Cpa, Tax And Accounting Advisor, Director at Courtney CPA, P.C.
    M. C.
    Cpa, Tax And Accounting Advisor, Director
    Mobile Phone
  • Project Manager at Courtney CPA, P.C.
    A. N.
    Project Manager
    Mobile Phone
  • Tax Preparer at Courtney CPA, P.C.
    J. Z.
    Tax Preparer
    Mobile Phone
  • Information Technology Consultant at Courtney CPA, P.C.
    G. C.
    Information Technology Consultant
    Mobile Phone

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