Insights

Small Retail Focus Despite the broad retail label, the company operates with minimal headcount, signaling potential needs for affordable back-office automation, financial systems optimization, and scalable compliance tooling to support growth without a large internal IT team.

Digital Infrastructure The tech stack includes WordPress, OneTrust, DocuSign, Office 365, Azure, WP Engine, Smartsheet and Siteimprove, presenting opportunities to cross-sell security, governance, document management, cloud services, and website optimization services to streamline operations.

Compliance & Security Adoption of OneTrust indicates a compliance-first approach; there is room to propose privacy impact assessments, vendor risk management, and data governance services to strengthen regulatory readiness for a retail operation.

Strategic Growth Signals The recent News mentions growth and leadership moves at comparable law firms, suggesting potential expansion plans in adjacent markets or channels where professional services, risk management, and enterprise-grade software integrations could support scaling efforts.

Cross-Sell Opportunities Low employee count implies reliance on external services; there may be opportunities to offer managed services, IT outsourcing, and CPA-related advisory (financial controls, tax efficiency, bookkeeping) to stabilize finances as the business grows.

Similar companies to James E Phillips CPA

James E Phillips CPA Tech Stack

James E Phillips CPA uses 8 technology products and services including WordPress, OneTrust, DocuSign, and more. Explore James E Phillips CPA's tech stack below.

Media & News

James E Phillips CPA's Email Address Formats

James E Phillips CPA uses at least 5 email formats:
James E Phillips CPA Email FormatsExamplePercentage
First.Last@phillipsorg.comJohn.Doe@phillipsorg.com
100%
FLast@bakerlaw.comJDoe@bakerlaw.com
97%
FirstLast@bakerlaw.comJohnDoe@bakerlaw.com
1%
F.Last@bakerlaw.comJ.Doe@bakerlaw.com
1%
LFirst@bakerlaw.comDJohn@bakerlaw.com
1%

Frequently Asked Questions

What is James E Phillips CPA's official website and social media links?

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James E Phillips CPA's official website is bakerlaw.com and has social profiles on LinkedIn.

What is James E Phillips CPA's NAICS code?

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James E Phillips CPA's NAICS code is 44-45 - Retail Trade.

How many employees does James E Phillips CPA have currently?

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As of September 2026, James E Phillips CPA has approximately 1 employees across 1 continents, including North America. Key team members include Accountant: S. J. Explore James E Phillips CPA's employee directory with LeadIQ.

What industry does James E Phillips CPA belong to?

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James E Phillips CPA operates in the Retail industry.

What technology does James E Phillips CPA use?

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James E Phillips CPA's tech stack includes WordPress, OneTrust, DocuSign, Office 365, Microsoft Azure, WP Engine, Smartsheet and Siteimprove.

What is James E Phillips CPA's email format?

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James E Phillips CPA's email format typically follows the pattern of First.Last@phillipsorg.com. Find more James E Phillips CPA email formats with LeadIQ.
James E Phillips CPA logo

James E Phillips CPA

RetailCalifornia, United States0-1 Employees

James E Phillips CPA is a retail company based in San Mateo, California. The provided information identifies the business as operating in the retail sector, with a physical address at 161 West 25th Avenue, Suite 204, and notes a very small organizational size. The available details offer limited insight into its specific offerings or client base, outside of the broad retail designation for the location provided. A recent development in the general market context mentions activity related to Baker & Hostetler LLP, but there is no direct link to James E Phillips CPA's operations or business activities. Overall, the information presents a minimal factual snapshot of a retail entity located in the San Mateo area, without further detail on services, customers, or market position.

Section iconCompany Overview

NAICS Code
44-45 - Retail Trade
Employees
0-1

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