Insights

Niche ERISA Audits Target firms with retirement plans requiring audits and Form 5500 opinions, especially defined contribution and defined benefit plans, positioning ERISA CPA as a specialized, independent public accountant for ERISA-related compliance.

Small Firm Advantage Engage mid-market or small to mid-size plan sponsors who benefit from boutique, focused expertise, highlighting personalized service, compliance accuracy, and cost efficiency compared to larger firms.

Regulatory Expertise Leverage DOL rules and ERISA reporting knowledge to offer proactive advisory services beyond audits, such as plan governance, fiduciary responsibilities, and timely 5500 filing support.

Tech Enablement Showcase use of modern tech stack to enable secure, efficient audits and reporting, reinforcing reliability, data integrity, and potential for scalable service delivery as client plans grow.

Growth Aspirations Position for market expansion by targeting similar employers in Tennessee and nearby regions, leveraging local presence and boutique reputation to win additional ERISA audit engagements and related services.

ERISA CPA Tech Stack

ERISA CPA uses 8 technology products and services including gstatic.com, oEmbed, Shopify, and more. Explore ERISA CPA's tech stack below.

  • gstatic.com
    Content Delivery Network
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • imagesLoaded
    Javascript Libraries
  • Brevo
    Live Chat
  • Debian
    Operating Systems
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management

ERISA CPA's Email Address Formats

ERISA CPA uses at least 1 format(s):
ERISA CPA Email FormatsExamplePercentage
First@erisacpa.comJohn@erisacpa.com
80%
FLast@erisacpa.comJDoe@erisacpa.com
20%

Frequently Asked Questions

What is ERISA CPA's official website and social media links?

Minus sign iconPlus sign icon
ERISA CPA's official website is erisacpa.com and has social profiles on LinkedIn.

How much revenue does ERISA CPA generate?

Minus sign iconPlus sign icon
As of August 2026, ERISA CPA's annual revenue is estimated to be $1M - $10M.

What is ERISA CPA's SIC code NAICS code?

Minus sign iconPlus sign icon
ERISA CPA'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 ERISA CPA have currently?

Minus sign iconPlus sign icon
As of August 2026, ERISA CPA has approximately 3 employees across 1 continents, including North America. Key team members include Owner: J. U.Director Of Marketing And Business Development: K. J.. Explore ERISA CPA's employee directory with LeadIQ.

What industry does ERISA CPA belong to?

Minus sign iconPlus sign icon
ERISA CPA operates in the Accounting industry.

What technology does ERISA CPA use?

Minus sign iconPlus sign icon
ERISA CPA's tech stack includes gstatic.comoEmbedShopifyimagesLoadedBrevoDebianYoast SEOGoogle Tag Manager.

What is ERISA CPA's email format?

Minus sign iconPlus sign icon
ERISA CPA's email format typically follows the pattern of First@erisacpa.com. Find more ERISA CPA email formats with LeadIQ.

When was ERISA CPA founded?

Minus sign iconPlus sign icon
ERISA CPA was founded in 2012.
ERISA CPA logo

ERISA CPA

AccountingTennessee, United States2-10 Employees

ERISA CPA is a boutique accounting firm based in Chattanooga, Tennessee, that specializes in independent audits of employee benefit plans. The firm focuses on providing plan audits and associated compliance support to help ERISA fiduciaries fulfill their responsibilities, ensuring accurate Form 5500 reporting and maintaining the financial integrity of retirement plans such as 401(k), 403(b), ESOPs, and other defined contribution or defined benefit arrangements. Located in a small firm setting, ERISA CPA positions itself within the accounting industry by offering expert knowledge of Department of Labor rules and ERISA disclosure requirements to plan sponsors and fiduciaries. The business operates from a two-to-ten-person team and emphasizes its expertise in audits of employee benefit plans as its core service.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    ERISA CPA's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    ERISA CPA'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.