Insights

Niche bookkeeping Small business focus with QuickBooks expertise and remote accounting; opportunity to upsell training, implementation support, and ongoing bookkeeping services to Connecticut SMEs.

Growth readiness Revenue in the one to ten million range indicates room for scalable financial services, including expanded payroll, tax planning, and profitability optimization for growing clients.

Leadership hire Addition of an Operations Director with CPA credentials suggests strengthened process discipline; leverage for process outsourcing partnerships and enterprise-grade workflow enhancements.

Tech stack leverage Established digital presence and tools (WordPress, WooCommerce, Shopify, etc.) present cross-sell avenues for integration, automation, and training in clients using e-commerce platforms.

Market positioning Positioned as Hartford, CT QuickBooks and bookkeeping specialists; potential to expand services to neighboring markets, geographic expansion, and targeted marketing to small business owners seeking compliance and tax optimization.

Similar companies to Innovative Financial Services, LLC

Innovative Financial Services, LLC Tech Stack

Innovative Financial Services, LLC uses 8 technology products and services including WordPress, Shopify, WooCommerce, and more. Explore Innovative Financial Services, LLC's tech stack below.

Innovative Financial Services, LLC's Email Address Formats

Innovative Financial Services, LLC uses at least 1 email format:
Innovative Financial Services, LLC Email FormatsExamplePercentage
First@infinancialservices.comJohn@infinancialservices.com
100%

Frequently Asked Questions

What is Innovative Financial Services, LLC's phone number?

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You can contact Innovative Financial Services, LLC'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 Innovative Financial Services, LLC's official website and social media links?

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Innovative Financial Services, LLC's official website is infinancialservices.com and has social profiles on LinkedIn.

How much revenue does Innovative Financial Services, LLC generate?

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As of September 2026, Innovative Financial Services, LLC's annual revenue is estimated to be $1M - $10M.

What is Innovative Financial Services, LLC's SIC code and NAICS code?

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Innovative Financial Services, LLC'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 Innovative Financial Services, LLC have currently?

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As of September 2026, Innovative Financial Services, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Ac: V. D. Explore Innovative Financial Services, LLC's employee directory with LeadIQ.

What industry does Innovative Financial Services, LLC belong to?

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Innovative Financial Services, LLC operates in the Accounting industry.

What technology does Innovative Financial Services, LLC use?

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Innovative Financial Services, LLC's tech stack includes WordPress, Shopify, WooCommerce, Microsoft 365, Lightbox, Constant Contact, Drupal Multisite and Gravity Forms.

What is Innovative Financial Services, LLC's email format?

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Innovative Financial Services, LLC's email format typically follows the pattern of First@infinancialservices.com. Find more Innovative Financial Services, LLC email formats with LeadIQ.

When was Innovative Financial Services, LLC founded?

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Innovative Financial Services, LLC was founded in 2001.
Innovative Financial Services, LLC logo

Innovative Financial Services, LLC

AccountingConnecticut, United States2-10 Employees

Innovative Financial Services, LLC operates in the accounting sector from Hartford, Connecticut, where it provides bookkeeping and small business accounting support. The firm focuses on helping business owners reduce the administrative burden of financial management, enabling them to concentrate on strategic objectives and growth. Its services include bookkeeping, QuickBooks setup and implementation, training, file mergers and condensing, as well as general bookkeeping consulting. The company emphasizes delivering practical financial insight to support better decision-making and to help clients adapt to new tax laws while aiming to maximize profits.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Innovative Financial Services, LLC's revenue is estimated to be in the range of $1M - $10M

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