Insights

Cloud-based Efficiency EPM Associates specializes in providing paperless, cloud-based financial management solutions utilizing secure, hosted QuickBooks Enterprise and integrated workflow automation, presenting an opportunity to assist growth-oriented businesses seeking scalable and flexible financial systems.

Targeting Small Firms With a current client base of predominantly smaller organizations and a modest team size, EPM can expand its services to similar entrepreneurial and mid-market companies that require cost-effective bookkeeping, controllership, or CFO support in a cloud environment.

Automation and Cash Flow Their focus on automating transaction processing and cash management makes them a strong partner for businesses looking to streamline financial workflows and improve cash flow visibility—an attractive proposition for firms aiming to optimize financial operations.

Tech Stack Compatibility Utilizing widely adopted technologies such as Microsoft 365 and Windows Server enables EPM to appeal to organizations that depend on similar tech ecosystems, allowing for easier integration and onboarding with prospective clients in need of efficient, cloud-based financial tools.

Growth Opportunities EPM’s niche focusing on assessment, transformation, and ongoing management of financial systems offers a pathway to expand services into larger enterprises or consulting firms requiring specialized financial systems improvement and automation solutions.

EPM Associates LLC Tech Stack

EPM Associates LLC uses 6 technology products and services including Microsoft 365, Windows Server, Microsoft ASP.NET, and more. Explore EPM Associates LLC's tech stack below.

  • Microsoft 365
    Email
  • Windows Server
    Operating Systems
  • Microsoft ASP.NET
    Web Frameworks
  • Plesk
    Web Hosting
  • GoDaddy
    Web Hosting
  • Microsoft IIS
    Web Servers

Media & News

EPM Associates LLC's Email Address Formats

EPM Associates LLC uses at least 1 format(s):
EPM Associates LLC Email FormatsExamplePercentage
First.Last@epmassociates.comJohn.Doe@epmassociates.com
100%

Frequently Asked Questions

Where is EPM Associates LLC's headquarters located?

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EPM Associates LLC's main headquarters is located at 7703 South Hunters Court Drive Suite 1000 Houston, Texas 77055 United States. The company has employees across 1 continents, including North America.

What is EPM Associates LLC's phone number?

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You can contact EPM Associates LLC's main corporate office by phone at . 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 EPM Associates LLC's official website and social media links?

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EPM Associates LLC's official website is epmassociates.com and has social profiles on LinkedIn.

What is EPM Associates LLC's NAICS code?

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EPM Associates LLC's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does EPM Associates LLC have currently?

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As of February 2026, EPM Associates LLC has approximately 1 employees across 1 continents, including North America. Key team members include Partner: J. P.Managing Director - Consulting Services: D. C.Managing Director: D. C.. Explore EPM Associates LLC's employee directory with LeadIQ.

What industry does EPM Associates LLC belong to?

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EPM Associates LLC operates in the Business Consulting and Services industry.

What technology does EPM Associates LLC use?

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EPM Associates LLC's tech stack includes Microsoft 365Windows ServerMicrosoft ASP.NETPleskGoDaddyMicrosoft IIS.

What is EPM Associates LLC's email format?

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EPM Associates LLC's email format typically follows the pattern of First.Last@epmassociates.com. Find more EPM Associates LLC email formats with LeadIQ.

EPM Associates LLC

Business Consulting and ServicesTexas, United States0-1 Employees

We provide professional Bookkeeping & Financial Management Process & Systems Improvement Services to entrepreneurial, growth-oriented businesses / organizations that prefer to focus their internal time and talents on revenue-generation and customer service. We Assess, Transform & Sustain to help our clients achieve their objectives better, faster and cheaper. Our Sustaining services are nearly 100% paperless---utilizing secure, Cloud-based (Hosted) QuickBooks Enterprise software (up to 30 Users per Company Database) and an integrated Workflow Automation & Document Management Portal. Our services afford our clients secure, anywhere, anytime access to their financial information---unconstrained by geographic proximity. We provide the structure, discipline, proven methodologies and best practices that help our clients be more efficient, effective and profitable. Our unique, Mountain2Cloud(TM) service helps our clients to quickly and cost-effectively move their Mountain of Paper (transaction source documents) to the Cloud, on a secure basis, incorporating best-in-class, integrated Workflow Automation that makes Customer Invoicing and Vendor Bill transaction processing a breeze, together with outstanding Cash Management capabilities. From core Bookkeeping and Accounting, up through Controllership and CFO functions, we are passionate about helping our clients succeed in Getting & Keeping a Grip on Financial Management.

Section iconCompany Overview

Headquarters
7703 South Hunters Court Drive Suite 1000 Houston, Texas 77055 United States
Phone number
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    EPM Associates LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    EPM Associates LLC's revenue is estimated to be in the range of $1M$10M

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