Insights

Small Business Focus CPA Advisory Group specializes in serving small businesses and startups across various industries, presenting opportunities for targeted financial, tax, and consulting services tailored to early-stage and growing companies.

Comprehensive Service Offerings With a broad range of services including tax planning, accounting, consulting, technology support, and investments, there is potential to cross-sell integrated solutions, especially as clients expand their operational and financial needs.

Technology Integration The company's emphasis on quickbooks training, cloud computing, and virtual office solutions indicates an openness to adopting innovative technology; this creates prospects to upgrade clients’ tech infrastructure and expand into automation and digital finance services.

Mid-Sized Revenue Base Generating between 10 million and 25 million dollars in revenue, CPA Advisory Group has a solid financial footing that allows for investment in new services, marketing initiatives, and strategic partnerships to increase market share.

Geographic Reach Located in north Columbus with a diverse client base including non-profits and business startups, there are opportunities for geotargeted marketing efforts and regional expansion to attract similar small businesses in neighboring communities.

CPA Advisory Group Tech Stack

CPA Advisory Group uses 8 technology products and services including Mailchimp, JSON-LD, Snap.svg, and more. Explore CPA Advisory Group's tech stack below.

Mailchimp

JSON-LD

Javascript Frameworks

Snap.svg

Javascript Libraries

Stripe

Payment Processing

Priority Hints

Performance

PHP

Programming Languages

X-XSS-Protection

Security

OpenResty

Web Servers

CPA Advisory Group Email Formats	Example	Percentage
First@cpaagi.com	John@cpaagi.com	73%
FLast@cpaagi.com	JDoe@cpaagi.com	9%
FL@cpaagi.com	JD@cpaagi.com	9%
First.Last@cpaagi.com	John.Doe@cpaagi.com	9%

CPA Advisory Group Email Formats

Example

Percentage

First@cpaagi.com

John@cpaagi.com

73%

FLast@cpaagi.com

JDoe@cpaagi.com

FL@cpaagi.com

JD@cpaagi.com

First.Last@cpaagi.com

John.Doe@cpaagi.com

Frequently Asked Questions

Where is CPA Advisory Group's headquarters located?

CPA Advisory Group's main headquarters is located at 131 Dillmont Drive, Suite 200. The company has employees across 1 continents, including North America.

What is CPA Advisory Group's phone number?

You can contact CPA Advisory Group'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's official website and social media links?

CPA Advisory Group's official website is cpaagi.com and has social profiles on LinkedIn.

What is CPA Advisory Group's SIC code NAICS code?

CPA Advisory Group'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 CPA Advisory Group have currently?

As of December 2025, CPA Advisory Group has approximately 17 employees across 1 continents, including North America. Key team members include Chief Visionary Office: D. K.Managing Director: C. B.Marketing Director: K. D.. Explore CPA Advisory Group's employee directory with LeadIQ.

What industry does CPA Advisory Group belong to?

CPA Advisory Group operates in the Accounting industry.

What technology does CPA Advisory Group use?

CPA Advisory Group's tech stack includes MailchimpJSON-LDSnap.svgStripePriority HintsPHPX-XSS-ProtectionOpenResty.

What is CPA Advisory Group's email format?

CPA Advisory Group's email format typically follows the pattern of First@cpaagi.com. Find more CPA Advisory Group email formats with LeadIQ.

When was CPA Advisory Group founded?

CPA Advisory Group was founded in 1985.

CPA Advisory Group

Q: What is CPA Advisory Group's official website and social media links?

CPA Advisory Group's official website is cpaagi.com. CPA Advisory Group has social profiles on LinkedIn.

Q: How many employees does CPA Advisory Group have currently?

CPA Advisory Group has approximately 17 employees.

Q: What technology does CPA Advisory Group use?

CPA Advisory Group's tech stack includes MooTools, YouTube, Lua, Adobe Fonts, IONOS.

AccountingOhio, United States11-50 Employees

CPA Advisory Group, Inc. is a full-service CPA firm in north Columbus, Ohio, convenient to Westerville, Worthington, Powell, Lewis Center, New Albany and Dublin.  We specialize in servicing the needs of small businesses and individuals, adding value to our clients' experience through creative approaches to help you not only survive, but flourish in these turbulent economic times.

Our service offerings include, but are not limited to:

TAX
*Individual Returns & Planning * Business Returns & Planning * Payroll Returns * Estate & Trust Returns * IRS Offers-in-Compromise * Audit Support

ACCOUNTING
*Financial Statements * Monthly Accounting * Controllership * Record Keeping * Staff Training

CONSULTING
*Business Coaching * Business Brokerage * Choice of Entity Guidance * Human Resources

TECHNOLOGY
*QuickBooks Training & Support * Cloud Computing * Paperless/Virtual Office * Computer Hardware & Software * Web Design & Support

INVESTMENTS
*Fee Based Management * Insurance * Annuities & Other Products * Personal Financial Planning * Retirement Planning

OTHER
*Seminars & Training * Business Plans * Business Start-Ups * Banking & Loan Origination * HSAs, 105 Plans & 125 Plans

We provide these services to a diverse client base including individuals & business start-ups, to more established small-to-midsize business of various entity types and industries - including non-profit organizations.  

Call us today!  Your initial consultation is FREE!!

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