LeadIQ logo
Learn more at LeadIQ.com

Insights

Clientele Growth Small to midsize businesses across multiple industries in north Columbus areas present ongoing demand for accounting, tax, payroll, and advisory services, indicating potential for cross-sell of consulting, HR, and payroll optimization packages.

Digital Transformation Existing technology offerings such as QuickBooks training, cloud computing, paperless workflows, and web design indicate readiness for bundled technology enablement services and ongoing cloud-adoption engagements to improve efficiency for clients.

Financial Health Reported revenue between ten and twenty-five million with an employee base of 11-50 suggests a scalable mid-market firm profile suitable for expanded services like outsourced controllership, senior financial leadership, and strategic planning engagements.

Expansion Potential Geographic focus on suburban Columbus communities and proximity to several growth corridors creates opportunities to expand geographic coverage, add industry-specific offerings, and target startups and nonprofits needing comprehensive back-office support.

Value Levers Free initial consultation and diverse service mix including tax, accounting, consulting, investments, and education seminars present openings for packaged advisory products, ongoing retainer arrangements, and performance-based pricing for new client acquisition.

Similar companies to CPA Advisory Group, Inc.

CPA Advisory Group, Inc. Tech Stack

CPA Advisory Group, Inc. uses 8 technology products and services including WordPress, Shopify, Wix eCommerce, and more. Explore CPA Advisory Group, Inc.'s tech stack below.

CPA Advisory Group, Inc.'s Email Address Formats

CPA Advisory Group, Inc. uses at least 4 email formats:
CPA Advisory Group, Inc. Email FormatsExamplePercentage
First@cpaagi.comJohn@cpaagi.com
75%
FLast@cpaagi.comJDoe@cpaagi.com
8%
FL@cpaagi.comJD@cpaagi.com
9%
First.Last@cpaagi.comJohn.Doe@cpaagi.com
8%

Frequently Asked Questions

What is CPA Advisory Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact CPA Advisory Group, Inc.'s main corporate office by phone at
+1-614-942-****
. 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 CPA Advisory Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCPA Advisory Group, Inc.'s official website is cpaagi.com and has social profiles on LinkedIn.

How much revenue does CPA Advisory Group, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, CPA Advisory Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is CPA Advisory Group, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconCPA Advisory Group, Inc.'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 CPA Advisory Group, Inc. have currently?

Minus sign iconPlus sign iconAs of October 2026, CPA Advisory Group, Inc. has approximately 20 employees across 1 continents, including North America. Key team members include Managing Director: C. B., Tax Director: A. R. and Marketing Director: K. D. Explore CPA Advisory Group, Inc.'s employee directory with LeadIQ.

What industry does CPA Advisory Group, Inc. belong to?

Minus sign iconPlus sign iconCPA Advisory Group, Inc. operates in the Accounting industry.

What technology does CPA Advisory Group, Inc. use?

Minus sign iconPlus sign iconCPA Advisory Group, Inc.'s tech stack includes WordPress, Shopify, Wix eCommerce, Mailchimp, Google Cloud, Sentry, Stripe and Piwik.

What is CPA Advisory Group, Inc.'s email format?

Minus sign iconPlus sign iconCPA Advisory Group, Inc.'s email format typically follows the pattern of First@cpaagi.com. Find more CPA Advisory Group, Inc. email formats with LeadIQ.

When was CPA Advisory Group, Inc. founded?

Minus sign iconPlus sign iconCPA Advisory Group, Inc. was founded in 1985.
CPA Advisory Group, Inc. logo

CPA Advisory Group, Inc.

AccountingOhio, United States11-50 Employees

CPA Advisory Group, Inc. operates as a full-service accounting firm based in Columbus, Ohio, serving clients in north Columbus and the surrounding area. It targets individuals, startups, and small-to-midsize businesses across a range of industries, including nonprofit organizations. The firm offers a broad suite of services, including tax planning and compliance, accounting and controllership, business consulting, technology enablement, and personal financial planning. Its work focuses on supporting financial management, compliance, and strategic decision making for a diverse client base. Initial consultations are offered at no cost.

Section iconCompany Overview

Phone number
+1-614-942-****
Website
cpaagi.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    CPA Advisory Group, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Managing Director at CPA Advisory Group, Inc.
    C. B.
    Managing Director
    Mobile Phone
  • Tax Director at CPA Advisory Group, Inc.
    A. R.
    Tax Director
    Mobile Phone
  • Marketing Director at CPA Advisory Group, Inc.
    K. D.
    Marketing Director
    Mobile Phone
  • Principal at CPA Advisory Group, Inc.
    L. C.
    Principal
    Mobile Phone
  • Office Administrator at CPA Advisory Group, Inc.
    M. A.
    Office Administrator
    Mobile Phone

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.

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.