Insights

Niche Firm Small accounting practice with a focus on tax, planning, compliance, and small business consulting presents opportunities to upsell advisory services and personalized tax strategies to SMBs in need of hands-on guidance.

Tech Stack Uses modern tools including iCIMS, WordPress, Shopify/WooCommerce, Mailgun, Microsoft 365, CloudFlareJS, and Piwik PRO Core, indicating readiness for digital marketing, e-commerce integration, and data-driven client insights to optimize service delivery.

Growth Potential Revenue range of one to ten million with a lean team (2-10 employees) signals potential for scalable automation, outsourcing of specialized tasks, and packaged services to increase margins.

Competitive Positioning Compared to large firms in the same space, emphasize personalized client service, flexibility, and cost-effective solutions for small businesses to win clients seeking approachable, boutique financial leadership.

Expansion Opportunities Opportunity to expand offerings into estate tax planning, administration, and ongoing small business consulting, leveraging existing service lines to cross-sell and build long-term client relationships.

Similar companies to Integrated Management & Accounting, LLC

Integrated Management & Accounting, LLC Tech Stack

Integrated Management & Accounting, LLC uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Integrated Management & Accounting, LLC's tech stack below.

Integrated Management & Accounting, LLC's Email Address Formats

Integrated Management & Accounting, LLC uses at least 1 email format:
Integrated Management & Accounting, LLC Email FormatsExamplePercentage
FLast@imasolutions.netJDoe@imasolutions.net
100%

Frequently Asked Questions

What is Integrated Management & Accounting, LLC's official website and social media links?

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Integrated Management & Accounting, LLC's official website is imasolutions.net and has social profiles on LinkedIn.

How much revenue does Integrated Management & Accounting, LLC generate?

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As of August 2026, Integrated Management & Accounting, LLC's annual revenue is estimated to be $1M - $10M.

What is Integrated Management & Accounting, LLC's SIC code and NAICS code?

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Integrated Management & Accounting, 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 Integrated Management & Accounting, LLC have currently?

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As of August 2026, Integrated Management & Accounting, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Staff Accountant: E. R. Explore Integrated Management & Accounting, LLC's employee directory with LeadIQ.

What industry does Integrated Management & Accounting, LLC belong to?

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Integrated Management & Accounting, LLC operates in the Accounting industry.

What technology does Integrated Management & Accounting, LLC use?

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Integrated Management & Accounting, LLC's tech stack includes iCIMS, WordPress, Shopify, WooCommerce, Mailgun, Microsoft 365, CloudFlareJS and Piwik PRO Core.

What is Integrated Management & Accounting, LLC's email format?

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Integrated Management & Accounting, LLC's email format typically follows the pattern of FLast@imasolutions.net. Find more Integrated Management & Accounting, LLC email formats with LeadIQ.

When was Integrated Management & Accounting, LLC founded?

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Integrated Management & Accounting, LLC was founded in 2004.
Integrated Management & Accounting, LLC logo

Integrated Management & Accounting, LLC

AccountingWisconsin, United States2-10 Employees

Integrated Management & Accounting, LLC is a Wisconsin-based accounting firm offering tax preparation, planning and compliance, general accounting services, small business consulting, and estate tax planning and administration. With a regional footprint in West Bend, the firm addresses the financial needs of individuals and small businesses by handling tax-related tasks and advisory services that support financial organization and strategic planning. Positioned in the professional services sector, the company serves clients seeking compliance, efficiency, and guidance in managing taxes, bookkeeping, and estate matters. The firm operates from a small team setting, indicating a focused service approach tailored to its local market.

Section iconCompany Overview

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

    Integrated Management & Accounting, LLC's revenue is estimated to be in the range of $1M - $10M

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