Insights

Growth Opportunity Mid-sized technology services firm with modest revenue and a focused scope in budgeting, accounts payable/receivable, bookkeeping, tax planning, and corporate liability presents opportunities to upsell financial automation, cloud accounting integrations, and risk/compliance services to optimize cash flow and reduce manual processes.

SMB Focus Company operates with 51-200 employees and serves small to mid-sized clients, indicating a strong potential for scalable financial tooling, affordable managed services, and periodic financial health checks tailored to mid-market needs.

Tech Stack Fit Current tech usage (Microsoft 365, Google Analytics, jQuery, HTTP/3, Open Graph, WP-Cycle) suggests receptiveness to modern integration partners, cybersecurity enhancements, and user-friendly dashboards for budgeting and tax planning.

Competitive Benchmark Peers in the senior and insurance-adjacent space show high revenue and large headcounts; positioning as a specialized financial consultant for tech firms can be emphasized to win clients in the technology and information sectors seeking financial stewardship.

Finance Growth Revenue range indicates room for expanded services such as automated AP/AR workflows, expense management, and tax optimization consulting to capture additional wallet share from existing clients and attract new mid-market prospects.

Similar companies to Financial Consultant

Financial Consultant Tech Stack

Financial Consultant uses 8 technology products and services including Sucuri, RSS, WordPress, and more. Explore Financial Consultant's tech stack below.

  • Content Delivery Network
  • RSS
    Content Management System
  • Content Management System
  • jQuery
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting

Financial Consultant's Email Address Formats

Financial Consultant uses at least 2 email formats:
Financial Consultant Email FormatsExamplePercentage
First@funeralresources.comJohn@funeralresources.com
80%
First.Last@funeralresources.comJohn.Doe@funeralresources.com
20%

Frequently Asked Questions

What is Financial Consultant's official website and social media links?

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Financial Consultant's official website is funeralresources.com and has social profiles on LinkedIn.

How much revenue does Financial Consultant generate?

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As of August 2026, Financial Consultant's annual revenue is estimated to be $25M - $50M.

What is Financial Consultant's SIC code and NAICS code?

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Financial Consultant's SIC code is 7261 - Funeral Service and Crematories and NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Financial Consultant have currently?

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As of August 2026, Financial Consultant has approximately 66 employees across 5 continents, including Asia, North America and Europe. Key team members include Founder: A. L., Business Owner: N. A. P. and Owner: B. A. Explore Financial Consultant's employee directory with LeadIQ.

What industry does Financial Consultant belong to?

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Financial Consultant operates in the Technology, Information and Internet industry.

What technology does Financial Consultant use?

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Financial Consultant's tech stack includes Sucuri, RSS, WordPress, Microsoft 365, jQuery, Really Simple Discovery, X-Content-Type-Options and GoDaddy.

What is Financial Consultant's email format?

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Financial Consultant's email format typically follows the pattern of First@funeralresources.com. Find more Financial Consultant email formats with LeadIQ.
Financial Consultant logo

Financial Consultant

Technology, Information and InternetVirginia, United States51-200 Employees

Financial Consultant operates in the technology, information and internet sector and is based in Reston, Virginia. The company manages core financial functions for its clients, including budgeting, accounts payable and receivable, bookkeeping, tax planning, and corporate liability, offering a suite of services intended to streamline financial operations. Its services appear to target businesses seeking structured financial oversight and control to maintain compliance and financial discipline within their organizations. Positioned within a broad tech-enabled financial services space, the firm serves organizations that require integrated accounting and fiscal governance, while staying rooted in a physical location in Reston. The company appears to be working within an established professional services framework and is sized to serve mid-market clients with a range of financial management needs. A recent development note indicates ongoing activity in the sector, reflecting continued relevance in its field.

Section iconCompany Overview

SIC Code
7261 - Funeral Service and Crematories
NAICS Code
5415 - Computer Systems Design and Related Services
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Financial Consultant's revenue is estimated to be in the range of $25M - $50M

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