Insights

Growth Opportunity Small, focused CPA firm with revenue between 10M and 25M indicates potential needs for scalable financial systems, cloud-based collaboration, and security enhancements to support client services and growth without adding headcount.

Tech Enablement Existing tech stack includes WordPress, Microsoft 365, HubSpot, Azure, and Google Tag Manager, suggesting opportunities to upsell integrated marketing automation, client portal capabilities, OCR/document management, and workflow automation tailored for accounting firms.

Service Expansion Broad service mix (tax, bookkeeping, audits, forecasting, consulting) points to cross-sell potential for advisory platforms, financial planning tools, and cloud-based bookkeeping integrations to deepen client relationships.

Relationship Focus Emphasis on partnership-based client relationships signals value in personalized onboarding, client success/support solutions, and retention programs that leverage CRM and marketing automation to nurture long-term engagements.

Market Positioning Local Westport, MA presence with a small team suggests targeted local marketing services, reputation management, and networking-led growth strategies to capture more regional SMB clients in need of tax and accounting outsourcing.

Fernandes & Charest, P.C. Tech Stack

Fernandes & Charest, P.C. uses 8 technology products and services including WordPress, oEmbed, Shopify, and more. Explore Fernandes & Charest, P.C.'s tech stack below.

WordPress

Content Management System

oEmbed

Dev Tools

E-commerce

Marketing Automation

Platform As A Service

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

Fernandes & Charest, P.C. Email Formats	Example	Percentage
First.Last@fernandescharest.com	John.Doe@fernandescharest.com	91%
First@fernandescharest.com	John@fernandescharest.com	9%

Fernandes & Charest, P.C. Email Formats

Example

Percentage

First.Last@fernandescharest.com

John.Doe@fernandescharest.com

91%

First@fernandescharest.com

John@fernandescharest.com

Frequently Asked Questions

What is Fernandes & Charest, P.C.'s phone number?

You can contact Fernandes & Charest, P.C.'s main corporate office by phone at

+1-508-636-****

. 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 Fernandes & Charest, P.C.'s official website and social media links?

Fernandes & Charest, P.C.'s official website is fernandescharest.com and has social profiles on LinkedIn.

How much revenue does Fernandes & Charest, P.C. generate?

As of October 2026, Fernandes & Charest, P.C.'s annual revenue is estimated to be $10M - $25M.

What is Fernandes & Charest, P.C.'s SIC code and NAICS code?

Fernandes & Charest, P.C.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Fernandes & Charest, P.C. have currently?

As of October 2026, Fernandes & Charest, P.C. has approximately 8 employees across 1 continents, including North America. Key team members include Administration: A. B., Tax Administrator And Processor: K. P. and Administrator: T. R. Explore Fernandes & Charest, P.C.'s employee directory with LeadIQ.

What industry does Fernandes & Charest, P.C. belong to?

Fernandes & Charest, P.C. operates in the Accounting industry.

What technology does Fernandes & Charest, P.C. use?

Fernandes & Charest, P.C.'s tech stack includes WordPress, oEmbed, Shopify, Microsoft 365, HubSpot, Microsoft Azure, Google Tag Manager and Bootstrap.

What is Fernandes & Charest, P.C.'s email format?

Fernandes & Charest, P.C.'s email format typically follows the pattern of First.Last@fernandescharest.com. Find more Fernandes & Charest, P.C. email formats with LeadIQ.

When was Fernandes & Charest, P.C. founded?

Fernandes & Charest, P.C. was founded in 1991.

Fernandes & Charest, P.C.

Q: How many employees does Fernandes & Charest, P.C. have currently?

Fernandes & Charest, P.C. has approximately 8 employees.

Q: What technology does Fernandes & Charest, P.C. use?

Fernandes & Charest, P.C.'s tech stack includes jQuery Migrate, Nginx, Sitelinks Search Box, Microsoft Azure, Divi.

Q: What is Fernandes & Charest, P.C.'s NAICS code?

Fernandes & Charest, P.C.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingMassachusetts, United States2-10 Employees

Fernandes & Charest, P.C. is a local accounting firm based in Westport, Massachusetts. The practice offers a range of services including financial statement preparation, tax return preparation for corporate, partnership, trust, and individual clients, tax planning, bookkeeping, audit representation, financial projections and forecasting, and business consulting. Its client base comprises individuals and organizations seeking comprehensive tax and financial management, with a focus on building lasting client relationships and aligning success with that of its clients. Positioned within the accounting industry, the firm emphasizes personalized partnership-style engagements and local service delivery from its Massachusetts base. The firm operates with a small team, highlighting its community-focused, locally accessible professional services.

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