Insights

Growing Client Base Excelsior Accounting Services has nearly doubled its client roster each year since its inception in 2018, demonstrating strong market demand for outsourced accounting solutions and opportunities to upsell customized services to expanding clients.

Strong Client Retention With an average client relationship lasting almost two years and an exceptionally low client churn rate of less than one, there is potential to deepen existing client engagement through additional financial advisory or value-added services.

Boutique Niche Specializing in fractional and remote accounting for startups and nonprofits across the Midwest suggests opportunities to target similar organizations seeking flexible, cost-effective financial management options.

Employee-centric Approach Their emphasis on employee happiness and retention can be leveraged to introduce HR, payroll, or workforce management solutions to companies prioritizing positive workplace culture and talent stability.

Tech-Enabled Services Utilizing cloud-based and web technologies indicates readiness for digital transformation offerings, such as cloud migration, cybersecurity, or integrations with financial software to enhance their operational efficiency.

Excelsior Accounting Services Tech Stack

Excelsior Accounting Services uses 8 technology products and services including Cloudflare, Squarespace, oEmbed, and more. Explore Excelsior Accounting Services's tech stack below.

  • Cloudflare
    Content Management System
  • Squarespace
    Content Management System
  • oEmbed
    Dev Tools
  • Squarespace Commerce
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Elfsight
    Widgets

Media & News

Excelsior Accounting Services's Email Address Formats

Excelsior Accounting Services uses at least 1 format(s):
Excelsior Accounting Services Email FormatsExamplePercentage
First.Last@excelsioraccounting.comJohn.Doe@excelsioraccounting.com
93%
First.Middle@excelsioraccounting.comJohn.Michael@excelsioraccounting.com
7%

Frequently Asked Questions

Where is Excelsior Accounting Services's headquarters located?

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Excelsior Accounting Services's main headquarters is located at 2724 Erie Avenue Cincinnati, Ohio 45208 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Excelsior Accounting Services's official website and social media links?

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Excelsior Accounting Services's official website is excelsioraccounting.com and has social profiles on LinkedIn.

What is Excelsior Accounting Services's NAICS code?

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Excelsior Accounting Services's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Excelsior Accounting Services have currently?

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As of May 2026, Excelsior Accounting Services has approximately 23 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Senior Manager: B. B.Client Accounting Services Manager: A. K. S.Client Accounting Services Manager: M. W.. Explore Excelsior Accounting Services's employee directory with LeadIQ.

What industry does Excelsior Accounting Services belong to?

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Excelsior Accounting Services operates in the Accounting industry.

What technology does Excelsior Accounting Services use?

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Excelsior Accounting Services's tech stack includes CloudflareSquarespaceoEmbedSquarespace CommerceJSON-LDPriority HintsPHPElfsight.

What is Excelsior Accounting Services's email format?

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Excelsior Accounting Services's email format typically follows the pattern of First.Last@excelsioraccounting.com. Find more Excelsior Accounting Services email formats with LeadIQ.

When was Excelsior Accounting Services founded?

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Excelsior Accounting Services was founded in 2018.

Excelsior Accounting Services

AccountingOhio, United States11-50 Employees

Excelsior is a boutique accounting firm headquartered in Cincinnati, Ohio and serving clients throughout America’s heartland and beyond. We focus on outsourced, fractional (part-time) accounting services, which we provide to a wide array of clients – from pre-revenue start-ups pioneering innovative health and technology solutions to large, established nonprofits providing vital services that support our communities. While our work is primarily performed remotely, we are also able to provide on-location services to certain clients, primarily those based in the greater Cincinnati and Chicago areas.

At Excelsior, our golden rule is “happy employees make happy clients.” By focusing on employee happiness and well-being first and foremost, we create an environment that attracts and retains talented professionals that in turn have the time, ability and interest to go above and beyond in taking care of our clients. Our founder’s greatest professional accomplishment to-date is when an employee’s spouse told him he’d never seen his wife happier than she’s been since joining Excelsior. Since we first opened our “doors” in August 2018, we are proud to have welcomed seven talented professionals onto our team and to have received resignation notices from a grand total of zero of them. 

You may be thinking this all sounds well and good, but what do our actual clients have to say? As we like to say at Excelsior, the truth is in the numbers. Even though we are less than four years old and have just about doubled in size each year, as of June 2022, our average client has been with us for nearly two full years. During this time, we’ve closely monitored the number of clients who have asked to discontinue our services for anything other than a change in their needs (e.g., growth to the point of needing an in-house accounting solution). Fortunately, that’s a number you shouldn’t need our help getting to, but we’ll give you a hint – it’s less than one and rhymes with “hero.”

Section iconCompany Overview

Headquarters
2724 Erie Avenue Cincinnati, Ohio 45208 United States
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2018
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Excelsior Accounting Services's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Excelsior Accounting Services's revenue is estimated to be in the range of $10M$25M

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