Insights

Small Firm Needs Dougherty CPAs is a small accounting firm with 2-10 employees and revenue in the 1M-10M range, indicating a potential appetite for scalable cloud-based bookkeeping, automation tools, and affordable advisory packages that fit a lean team.

Financial Planning The description emphasizes wealth building, personal financial planning, college funding, retirement, and estate planning, presenting opportunities to upsell integrated financial planning, investment guidance, and holistic family wealth services.

Client Experience A strong focus on premium, proactive, value-added service and personal touch suggests a target for CRM optimization, client portal enhancements, communication workflows, and client onboarding improvements to boost retention and referrals.

Tech Stack Fit Current tools include DreamWeaver, Microsoft 365, jQuery, Google Maps, UNIX, Bootstrap, Apache, and authentication modules, signaling opportunities for modernized practice management, secure client collaboration platforms, and lightweight custom integrations.

Growth Readiness With revenue up to several million and growth ambitions implied, there is potential for scalable IT security upgrades, cloud file-sharing, automated financial reporting, and advisory service expansion as the firm scales its operations.

Dougherty CPAs, Inc. Tech Stack

Dougherty CPAs, Inc. uses 8 technology products and services including DreamWeaver, Microsoft 365, jQuery, and more. Explore Dougherty CPAs, Inc.'s tech stack below.

DreamWeaver

Editors

Microsoft 365

jQuery

Javascript Libraries

Google Maps

Maps

UNIX

Operating Systems

Bootstrap

UI Frameworks

mod_auth_pam

Web Server Extensions

Apache

Web Servers

Dougherty CPAs, Inc. Email Formats	Example	Percentage
First@doughertycpas.com	John@doughertycpas.com	100%

Dougherty CPAs, Inc. Email Formats

Example

Percentage

First@doughertycpas.com

John@doughertycpas.com

100%

Frequently Asked Questions

What is Dougherty CPAs, Inc.'s phone number?

You can contact Dougherty CPAs, Inc.'s main corporate office by phone at

+1-209-476-****

. 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 Dougherty CPAs, Inc.'s official website and social media links?

Dougherty CPAs, Inc.'s official website is doughertycpas.com and has social profiles on LinkedIn.

How much revenue does Dougherty CPAs, Inc. generate?

As of July 2026, Dougherty CPAs, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Dougherty CPAs, Inc.'s SIC code NAICS code?

Dougherty CPAs, Inc.'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 Dougherty CPAs, Inc. have currently?

As of July 2026, Dougherty CPAs, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Photographer: S. D.: M. G.. Explore Dougherty CPAs, Inc.'s employee directory with LeadIQ.

What industry does Dougherty CPAs, Inc. belong to?

Dougherty CPAs, Inc. operates in the Accounting industry.

What technology does Dougherty CPAs, Inc. use?

Dougherty CPAs, Inc.'s tech stack includes DreamWeaverMicrosoft 365jQueryGoogle MapsUNIXBootstrapmod_auth_pamApache.

What is Dougherty CPAs, Inc.'s email format?

Dougherty CPAs, Inc.'s email format typically follows the pattern of First@doughertycpas.com. Find more Dougherty CPAs, Inc. email formats with LeadIQ.

When was Dougherty CPAs, Inc. founded?

Dougherty CPAs, Inc. was founded in 1989.

Dougherty CPAs, Inc.

Q: How many employees does Dougherty CPAs, Inc. have currently?

Dougherty CPAs, Inc. has approximately 5 employees.

Q: What technology does Dougherty CPAs, Inc. use?

Dougherty CPAs, Inc.'s tech stack includes Apache, Apache HTTP Server, DreamWeaver, Bootstrap, Microsoft 365.

Q: What is Dougherty CPAs, Inc.'s NAICS code?

Dougherty CPAs, Inc.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States2-10 Employees

Dougherty CPAs, Inc. operates in the accounting industry, offering services focused on personal wealth planning, business problem-solving, and efficient financial management for recording and accounting systems. Based in Stockton, California, the firm emphasizes tailored financial guidance delivered with a personal touch, aiming to reduce client stress and support long-term goals such as education, retirement, and estate planning. Its client base appears to include individuals and businesses seeking proactive, value-driven service that prioritizes the client’s financial well-being. The company positions itself as a small firm providing hands-on, attentive service, with a mission to align financial planning and accounting functions to help clients achieve stability and growth. A recent development note is not provided beyond the firm’s expressed commitment to comprehensive financial support across wealth, business, and planning needs.

Insights

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