Insights

Niche Industry Focus Helfer & Company CPAs specializes in sports accounting, entertainers, real estate, restaurants, and healthcare sectors, presenting targeted cross-sell opportunities for sector-specific payroll, tax planning, and financial management services.

Expanding Client Base A boutique firm size and a diversified service line suggest potential for upselling virtual CFO, international tax planning, and ongoing bookkeeping to small to mid-sized businesses seeking compliant, scalable accounting solutions.

Tax and Advisory Depth Strong emphasis on corporate, individual, expatriate and inbound/outbound tax services creates opportunities to cross-sell tax strategy, year-round planning, and entity structuring to optimize client tax outcomes.

Tech-Enabled Services Utilization of cloud and analytics tools (AWS, Microsoft 365, Matomo, Piwik PRO) supports virtual services and secure client collaboration, enabling scalable remote engagements and analytics-driven advisory packages.

Growth Readiness Revenue sizing in the $1M–$10M band, combined with a lean team, indicates readiness for scalable service bundles, structured client onboarding, and targeted marketing to attract higher-value clients in defined niches.

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Helfer & Company CPAs, P.C. Tech Stack

Helfer & Company CPAs, P.C. uses 8 technology products and services including Matomo, iCIMS, Amazon Web Services, and more. Explore Helfer & Company CPAs, P.C.'s tech stack below.

Helfer & Company CPAs, P.C.'s Email Address Formats

Helfer & Company CPAs, P.C. uses at least 2 email formats:
Helfer & Company CPAs, P.C. Email FormatsExamplePercentage
First@helfercpa.comJohn@helfercpa.com
67%
First.Last@helfercpa.comJohn.Doe@helfercpa.com
33%

Frequently Asked Questions

What is Helfer & Company CPAs, P.C.'s phone number?

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You can contact Helfer & Company CPAs, P.C.'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 Helfer & Company CPAs, P.C.'s official website and social media links?

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Helfer & Company CPAs, P.C.'s official website is helfercpa.com and has social profiles on LinkedIn.

How much revenue does Helfer & Company CPAs, P.C. generate?

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As of September 2026, Helfer & Company CPAs, P.C.'s annual revenue is estimated to be $1M - $10M.

What is Helfer & Company CPAs, P.C.'s SIC code and NAICS code?

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Helfer & Company CPAs, 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 Helfer & Company CPAs, P.C. have currently?

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As of September 2026, Helfer & Company CPAs, P.C. has approximately 10 employees across 2 continents, including North America and Europe. Key team members include Principal And Owner: A. C. Explore Helfer & Company CPAs, P.C.'s employee directory with LeadIQ.

What industry does Helfer & Company CPAs, P.C. belong to?

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Helfer & Company CPAs, P.C. operates in the Accounting industry.

What technology does Helfer & Company CPAs, P.C. use?

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Helfer & Company CPAs, P.C.'s tech stack includes Matomo, iCIMS, Amazon Web Services, Microsoft 365, Font Awesome, Google Maps, Piwik PRO Core and Adobe Fonts.

What is Helfer & Company CPAs, P.C.'s email format?

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Helfer & Company CPAs, P.C.'s email format typically follows the pattern of First@helfercpa.com. Find more Helfer & Company CPAs, P.C. email formats with LeadIQ.

When was Helfer & Company CPAs, P.C. founded?

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Helfer & Company CPAs, P.C. was founded in 2009.
Helfer & Company CPAs, P.C. logo

Helfer & Company CPAs, P.C.

AccountingGeorgia, United States2-10 Employees

Helfer & Company CPAs, P.C. is a boutique accounting firm based in Duluth, Georgia, offering specialized tax compliance and planning services for corporate, individual, expatriate, and international needs. The firm also delivers accounting, payroll, and virtual CFO services, along with industry-focused accounting support for sectors such as sports, entertainment, real estate, restaurants, and healthcare, as well as inbound and outbound tax services for clients. Its client base includes new businesses seeking to establish bookkeeping, understand tax implications, and develop tax-minimizing growth strategies, as well as individuals aiming to reduce taxes, file returns, and pursue wealth-building strategies. Positioned within the accounting industry as a specialized practitioner, the firm emphasizes personalized service and a range of business and personal tax-related solutions. The company operates from its Duluth location and presents itself as a small professional practice serving clients with tailored tax, accounting, and advisory services. A recent development noted is the firm’s expansion into comprehensive services across corporate, expatriate, and industry-specific accounting needs.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Helfer & Company CPAs, P.C.'s revenue is estimated to be in the range of $1M - $10M

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