Insights

Boutique Scale Small firm with deep 25 year experience presents an opportunity to position premium, personalized CFO and advisory services to mid-market clients seeking big-firm thinking with a small-firm touch.

Proactive Positioning Emphasize proactive financial empowerment and client education as a differentiator to attract businesses needing ongoing strategic guidance, not just compliance.

Diverse Service Stack Cross-sell potential across CFO services, tax planning, estate planning, bookkeeping, and financial statements to existing clients of related professional networks or accountants seeking overflow support.

Tech-Forward Fit Leverage and bundle tech capabilities and digital workflows to appeal to tech-savvy SMBs; highlight integration with common platforms (Microsoft 365, WordPress, e-commerce, CRM/marketing tools) for seamless operations.

Growth Readiness Target growth-stage firms and e-commerce/consulting businesses that require scalable accounting, planning, and financial visibility, positioning Kristina Helferty, CPA as a trusted partner for scalability and long-term planning.

Kristina Helferty, CPA Tech Stack

Kristina Helferty, CPA uses 8 technology products and services including iCIMS, Open Graph, WordPress, and more. Explore Kristina Helferty, CPA's tech stack below.

iCIMS

Applicant Tracking Systems

Open Graph

Content Management System

WordPress

Content Management System

E-commerce

E-commerce

Marketing Automation

Web Analytics

Kristina Helferty, CPA Email Formats	Example	Percentage
First@helfertycpa.com	John@helfertycpa.com	100%

Kristina Helferty, CPA Email Formats

Example

Percentage

First@helfertycpa.com

John@helfertycpa.com

100%

Frequently Asked Questions

What is Kristina Helferty, CPA's phone number?

You can contact Kristina Helferty, CPA's main corporate office by phone at

+1-727-310-****

. 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 Kristina Helferty, CPA's official website and social media links?

Kristina Helferty, CPA's official website is helfertycpa.com and has social profiles on LinkedIn.

How much revenue does Kristina Helferty, CPA generate?

As of September 2026, Kristina Helferty, CPA's annual revenue is estimated to be <$1M.

What is Kristina Helferty, CPA's SIC code and NAICS code?

Kristina Helferty, CPA'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 Kristina Helferty, CPA have currently?

As of September 2026, Kristina Helferty, CPA has approximately 1 employees across 1 continents, including North America. Key team members include Owner: M. G. and Accounting Manager: K. W. Explore Kristina Helferty, CPA's employee directory with LeadIQ.

What industry does Kristina Helferty, CPA belong to?

Kristina Helferty, CPA operates in the Accounting industry.

What technology does Kristina Helferty, CPA use?

Kristina Helferty, CPA's tech stack includes iCIMS, Open Graph, WordPress, Shopify, WooCommerce, Microsoft 365, Constant Contact and Piwik PRO Core.

What is Kristina Helferty, CPA's email format?

Kristina Helferty, CPA's email format typically follows the pattern of First@helfertycpa.com. Find more Kristina Helferty, CPA email formats with LeadIQ.

When was Kristina Helferty, CPA founded?

Kristina Helferty, CPA was founded in 2015.

Kristina Helferty, CPA

Q: How many employees does Kristina Helferty, CPA have currently?

Kristina Helferty, CPA has approximately 1 employees.

Q: What industry does Kristina Helferty, CPA belong to?

Kristina Helferty, CPA operates in the Accounting industry.

Q: What technology does Kristina Helferty, CPA use?

Kristina Helferty, CPA's tech stack includes cdnjs, ProgressBar.js, Elementor, Constant Contact, Modernizr.

Q: When was Kristina Helferty, CPA founded?

Kristina Helferty, CPA was founded in 2015.

Q: What is Kristina Helferty, CPA's NAICS code?

Kristina Helferty, CPA's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingFlorida, United States0-1 Employees

Kristina Helferty, CPA is an accounting practice based in Clearwater, Florida, offering a range of services designed to support financial management and planning for individuals and businesses. The firm provides core accounting and bookkeeping, tax planning and preparation, financial statement services, and business consulting, as well as strategic CFO services and estate planning to help clients align financial operations with long-term goals. With more than 25 years of experience, the practice emphasizes proactive client empowerment and ongoing partnership, aiming to deliver customized solutions that reflect each client’s unique needs across various industries. The company positions itself as combining the resources of a larger firm with the personal attention of a smaller practice, serving as a stable, ongoing financial partner for its clients. Located in Clearwater, the firm presents itself as a locally based accounting provider focused on delivering clear, actionable financial guidance and narratives for stakeholders.

Insights

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