Insights

Small firm focus Target the firm’s niche of helping small business owners with financial success through coaching, refined accounting systems, and tax planning. Sales opportunities exist in offering scalable, compliant processes and tax optimization services that can grow with their clients.

High-value services Position services around tax regulation application and actionable financial insights. Propose advisory packages that translate complex tax codes into decision-ready dashboards and monthly strategic reviews for small businesses seeking clarity and efficiency.

Tech-enabled ops Leverage their tech stack to offer integration, automation, and cloud-based accounting workflows. Opportunities include cloud-based ERP/Accounting integrations, CRM-enabled client portals, and automation of reconciliations and tax reporting.

Growth potential With revenue in the one to ten million range and a lean team, there is room to scale services through partnerships, outsourced bookkeeping, and fractional CFO offerings to expand their client base while maintaining personalized service.

Competitive positioning Differentiate from larger firms by emphasizing personalized coaching and tailored financial strategy for small businesses. Pitch value-added services such as financial literacy coaching, cash flow optimization, and tax planning that larger firms may underemphasize.

Similar companies to FOCUS CPA, Inc.

FOCUS CPA, Inc. Tech Stack

FOCUS CPA, Inc. uses 8 technology products and services including WordPress, Cloudflare DNS, Shopify, and more. Explore FOCUS CPA, Inc.'s tech stack below.

FOCUS CPA, Inc.'s Email Address Formats

FOCUS CPA, Inc. uses at least 1 email format:
FOCUS CPA, Inc. Email FormatsExamplePercentage
First@focus-cpa.comJohn@focus-cpa.com
100%

Frequently Asked Questions

What is FOCUS CPA, Inc.'s phone number?

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You can contact FOCUS CPA, Inc.'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 FOCUS CPA, Inc.'s official website and social media links?

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FOCUS CPA, Inc.'s official website is focus-cpa.com and has social profiles on LinkedIn.

How much revenue does FOCUS CPA, Inc. generate?

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As of September 2026, FOCUS CPA, Inc.'s annual revenue is estimated to be $1M - $10M.

What is FOCUS CPA, Inc.'s SIC code and NAICS code?

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FOCUS CPA, Inc.'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 FOCUS CPA, Inc. have currently?

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As of September 2026, FOCUS CPA, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Consultant/Owner: M. G., Tax Manager - Cpa: R. S. and Account Specialists: C. L. Explore FOCUS CPA, Inc.'s employee directory with LeadIQ.

What industry does FOCUS CPA, Inc. belong to?

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FOCUS CPA, Inc. operates in the Accounting industry.

What technology does FOCUS CPA, Inc. use?

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FOCUS CPA, Inc.'s tech stack includes WordPress, Cloudflare DNS, Shopify, Google Workspace, Google Cloud, Brevo, WP Engine and PHP.

What is FOCUS CPA, Inc.'s email format?

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FOCUS CPA, Inc.'s email format typically follows the pattern of First@focus-cpa.com. Find more FOCUS CPA, Inc. email formats with LeadIQ.

When was FOCUS CPA, Inc. founded?

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FOCUS CPA, Inc. was founded in 2004.
FOCUS CPA, Inc. logo

FOCUS CPA, Inc.

AccountingWisconsin, United States2-10 Employees

FOCUS CPA, Inc. is an accounting firm based in Green Bay, Wisconsin. The company focuses on helping small business owners improve financial outcomes through coaching, refining accounting systems, and tax planning, aiming to translate tax regulations and financial numbers into practical information for decision making. The service model centers on working closely with clients to address their unique strengths and needs, applying current tax rules to minimize tax impact while supporting sound financial choices. Positioned within the accounting industry, the firm operates as a small practice led by an owner and key consultant who guides client engagements. The organization emphasizes a hands-on, advisory approach tailored to small businesses seeking clearer financial management and tax strategy.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    FOCUS CPA, Inc.'s revenue is estimated to be in the range of $1M - $10M

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