Insights

Small Firm Boutique CPA with a tight team in Boston's Financial District, presenting a focused opportunity to upsell advisory, cloud accounting, and targeted services to mid-market clients seeking personalized attention.

Tech Stack Existing use of cloud and analytics tools (Google Cloud, Microsoft 365, Google Analytics) suggests openness to digitization and managed services; offer integrated cloud-based tax, audit, and compliance solutions to streamline workflows.

Revenue Range Current revenue likely in the lower-mid range relative to peers; position value through scalable cloud CPA services, automation, and advisory packages aimed at growth-oriented clients.

Longstanding Presence Established since 1939 in Boston implies strong local relationships; leverage local market credibility to introduce modern practice management, cybersecurity audits, and outsourced bookkeeping for SMEs.

Growth Opportunities Small team size presents opportunities for advisory engagements, client referrals, and fractional C-suite services (CFO/Controller) to broaden revenue streams while maintaining personalized service.

Similar companies to Kauffman & Davis, P.C.

Kauffman & Davis, P.C. Tech Stack

Kauffman & Davis, P.C. uses 8 technology products and services including Google Cloud CDN, Wix, Wix eCommerce, and more. Explore Kauffman & Davis, P.C.'s tech stack below.

Kauffman & Davis, P.C.'s Email Address Formats

Kauffman & Davis, P.C. uses at least 1 email format:
Kauffman & Davis, P.C. Email FormatsExamplePercentage
FLast@kauffmananddavis.comJDoe@kauffmananddavis.com
100%

Frequently Asked Questions

What is Kauffman & Davis, P.C.'s official website and social media links?

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Kauffman & Davis, P.C.'s official website is kauffmananddavis.com and has social profiles on LinkedIn.

How much revenue does Kauffman & Davis, P.C. generate?

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As of August 2026, Kauffman & Davis, P.C.'s annual revenue is estimated to be $1M - $10M.

What is Kauffman & Davis, P.C.'s SIC code and NAICS code?

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Kauffman & Davis, P.C.'s SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Kauffman & Davis, P.C. have currently?

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As of August 2026, Kauffman & Davis, P.C. has approximately 9 employees across 1 continents, including North America. Key team members include Owner: P. D., Senior Manager: K. H. and Office Manager: T. F. Explore Kauffman & Davis, P.C.'s employee directory with LeadIQ.

What industry does Kauffman & Davis, P.C. belong to?

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Kauffman & Davis, P.C. operates in the Accounting industry.

What technology does Kauffman & Davis, P.C. use?

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Kauffman & Davis, P.C.'s tech stack includes Google Cloud CDN, Wix, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, WebsiteBuilder and Google Analytics.

What is Kauffman & Davis, P.C.'s email format?

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Kauffman & Davis, P.C.'s email format typically follows the pattern of FLast@kauffmananddavis.com. Find more Kauffman & Davis, P.C. email formats with LeadIQ.

When was Kauffman & Davis, P.C. founded?

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Kauffman & Davis, P.C. was founded in 1939.
Kauffman & Davis, P.C. logo

Kauffman & Davis, P.C.

AccountingMassachusetts, United States2-10 Employees

Kauffman & Davis, P.C. is a longstanding CPA firm based in Boston’s Financial District, founded in 1939. The firm serves a diverse client base that ranges from individuals to large corporations, offering a broad spectrum of accounting services to meet varied financial needs. Positioned within the accounting industry, it provides professional expertise aimed at supporting clients’ financial management and compliance requirements in a structured, client-focused manner. The firm’s location in Boston anchors its regional presence, and its long-standing operations reflect its role as a stable, local accounting partner.

Section iconCompany Overview

SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1939
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

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

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