Insights

Thin staffing Upsell The company is a small firm with 2-10 employees, suggesting a strong opportunity to upsell scalable outsourced bookkeeping, tax planning, and CFO services as they grow.

Growth Enablement Service tiers include Silver, Gold, and Platinum with CFO-level advisory; cross-sell to expand engagements into strategic profitability consulting, capital planning, debt restructuring, and succession planning.

Financial Health Targeting Revenue range of 1M to 10M indicates mid-market SMB potential for proactive tax projection, cost containment, and profitability optimization programs aligned to year-end planning.

Tech Stack Fit Use of QuickBooks Pro consulting and certified tax coaching signals readiness for technology-enabled services; propose integrations, dashboards, and KPI reporting to enhance real-time insights.

Regional Focus Based in New Jersey with local on-site CPA account management at the Gold tier; tailor outreach to nearby businesses seeking outsourced finance leadership and LOC or loan preparation support.

Similar companies to Daniel P. Vigilante CPA's & Profitability Consultants

Daniel P. Vigilante CPA's & Profitability Consultants Tech Stack

Daniel P. Vigilante CPA's & Profitability Consultants uses 8 technology products and services including AudioEye, Microsoft Advertising, Snowplow, and more. Explore Daniel P. Vigilante CPA's & Profitability Consultants's tech stack below.

Daniel P. Vigilante CPA's & Profitability Consultants's Email Address Formats

Daniel P. Vigilante CPA's & Profitability Consultants uses at least 1 email format:
Daniel P. Vigilante CPA's & Profitability Consultants Email FormatsExamplePercentage
First@dpvcpa.comJohn@dpvcpa.com
100%

Frequently Asked Questions

What is Daniel P. Vigilante CPA's & Profitability Consultants's official website and social media links?

Minus sign iconPlus sign icon
Daniel P. Vigilante CPA's & Profitability Consultants's official website is dpvcpa.com and has social profiles on LinkedIn.

How much revenue does Daniel P. Vigilante CPA's & Profitability Consultants generate?

Minus sign iconPlus sign icon
As of September 2026, Daniel P. Vigilante CPA's & Profitability Consultants's annual revenue is estimated to be $1M - $10M.

What is Daniel P. Vigilante CPA's & Profitability Consultants's NAICS code?

Minus sign iconPlus sign icon
Daniel P. Vigilante CPA's & Profitability Consultants's NAICS code is 52 - Finance and Insurance.

How many employees does Daniel P. Vigilante CPA's & Profitability Consultants have currently?

Minus sign iconPlus sign icon
As of September 2026, Daniel P. Vigilante CPA's & Profitability Consultants has approximately 6 employees across 1 continents, including North America. Key team members include Owner/Founder: D. V., Marketing Manager: N. V. and Operations Manager: R. W. Explore Daniel P. Vigilante CPA's & Profitability Consultants's employee directory with LeadIQ.

What industry does Daniel P. Vigilante CPA's & Profitability Consultants belong to?

Minus sign iconPlus sign icon
Daniel P. Vigilante CPA's & Profitability Consultants operates in the Financial Services industry.

What technology does Daniel P. Vigilante CPA's & Profitability Consultants use?

Minus sign iconPlus sign icon
Daniel P. Vigilante CPA's & Profitability Consultants's tech stack includes AudioEye, Microsoft Advertising, Snowplow, iCIMS, Amazon Web Services, Duda, WordPress and Piwik PRO Core.

What is Daniel P. Vigilante CPA's & Profitability Consultants's email format?

Minus sign iconPlus sign icon
Daniel P. Vigilante CPA's & Profitability Consultants's email format typically follows the pattern of First@dpvcpa.com. Find more Daniel P. Vigilante CPA's & Profitability Consultants email formats with LeadIQ.
Daniel P. Vigilante CPA's & Profitability Consultants logo

Daniel P. Vigilante CPA's & Profitability Consultants

Financial ServicesNew Jersey, United States2-10 Employees

Daniel P. Vigilante CPA's & Profitability Consultants is a financial services firm based in Morris Plains, New Jersey, serving New Jersey businesses with a focus on improving cash flow and strengthening controls to support owners' quality of life. As a small practice, it offers three service levels designed to align with clients' needs and growth trajectories.

Silver provides outsourced real-time bookkeeping and tax preparation for small offices, including bank and credit card reconciliations, proper bookkeeping setup, updated financial statements, KPI-based performance reports, and year-end tax planning and filing. Gold is aimed at offices with an existing bookkeeper and includes an on-site CPA account manager who reviews financial records, delivers a corporate financial status update, and conducts proactive year-end tax projections. Platinum offers monthly CFO-level guidance in addition to accounting and tax services, covering financing preparations, debt restructuring, estate and succession planning, and profitability consulting, with access to a QuickBooks Pro consultant and a certified tax coach, and a free consultation by phone.

Section iconCompany Overview

Website
dpvcpa.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Daniel P. Vigilante CPA's & Profitability Consultants's revenue is estimated to be in the range of $1M - $10M

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.